XDT Leads Estate Planning Discussion at VMT Realty Group’s “A Timeless Legacy” Talk

By: Quinn Friedrich – Marketing Department

On March 12, 2026, professionals, property owners, and investors gathered for an insightful discussion on estate planning and wealth preservation during the talk titled “A Timeless Legacy,” delivered by XDT at an event organized by VMT Realty Group.

The seminar highlighted the importance of estate tax planning and proactive preparation for transferring assets to the next generation. XDT emphasized how proper planning can help families manage their wealth effectively while minimizing potential legal and tax complications in the future.

During the talk, participants learned how many families encounter difficulties when estates are not properly organized, particularly when dealing with multiple heirs, real properties, and business interests. Through proper estate planning, individuals can establish a clear structure for asset distribution, ensuring that their wishes are respected while reducing financial and legal burdens for their heirs.

One of the key highlights of the discussion was estate tax planning strategies. XDT explained practical steps individuals can take to prepare for estate settlement, such as organizing property ownership, maintaining proper documentation, and understanding the tax implications associated with the transfer of assets. These strategies can help families avoid unnecessary delays and complications during the estate settlement process.

The talk also provided updates on the Real Property Valuation and Assessment Reform Act (RPVARA), a law that aims to standardize and modernize property valuation systems across the Philippines. The measure promotes greater transparency and consistency in real property valuation, which may have implications for property-related taxes and estate settlements.

Another important topic discussed was the government’s tax amnesty programs, which allow taxpayers to settle unpaid tax liabilities under more favorable conditions. In the context of estate planning, these programs can help families resolve long-standing tax obligations related to inherited properties or estates.

The event also featured insights from industry leaders in banking and real estate. Joseph R. B. Lledo, Senior Vice President of the Wealth Structuring Group at BDO Private Bank, shared perspectives on wealth structuring and financial planning strategies. Vince Tablante, Head of VMT Group, provided insights related to the organization’s initiatives and role in bringing together industry experts for discussions on wealth and property management. Meanwhile, Belle Rufino, Assistant Vice President of Rockwell Land Corporation, discussed opportunities and developments in the premium real estate sector.

Held at Rockwell 8, the event ran from 2:00 PM to 5:00 PM and brought together professionals and individuals interested in estate planning, wealth management, and property investment. The three-hour session provided attendees with valuable knowledge on how strategic planning can help build and preserve a lasting legacy for future generations.

Watch the Event Highlights

Watch the highlights of the “A Timeless Legacy” featuring Prof. XY De La Torre.