Overview

This is Unit 1 of the training programming in pursuing the "Trust Training Certificate".

It consists of three modules:

Module 1: Overview of Trusts

Module 2: Trustee's duties

Module 3: LIability, Variation and Termination

For the topics to cover, please refer to the content section below.

Content

Overview of Trusts

1. What is a trust?
2. Structure of a trust and holding companies
3. Parties of a trust
4. Overview of why and how trusts are used

Trustee’s duties

1. Duties and powers
2. Language, form and validity
3. Governing law

Liability, Variation and Termination

1. Liabilities of Trustees, Protectors and Enforcers
2. Migration of trusts
3. Provision of information
4. Termination and variation

Who should attend

This course is primarily targeted to those who would like to pursue "Trust Training Certificate" in order to apply for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.

It is also relevant to those who would like to gain a solid understanding of the course subject matter and / or those who plan to enter into the Trust industry sector.