Trust Training Certificate (TTC) - Unit 4: Other Estate Planning Vehicles

Trust Training Certificate (TTC) - Unit 4: Other Estate Planning Vehicles


This is Unit 4 of the training programme in pursuing the "Trust Training Certificate".

It consists of two modules:

Module 7: Other Estate Planning / Succession Vehicles

Module 8: Trust Protection Issues

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

If the participant is intended to pursue the "Trust Training Certificate", he / she is required to take "TTC Unit 1: Types of Trusts" and "TTC Unit 2: Types of Trust and When Appropriate" prior to attending the course.


Other Estate Planning/Succession Vehicles

1. Descriptions of the nature of
     - Holding companies within trusts (cover prohibition on trusts as shareholders of HK companies)
     - Insurance & ILIT (requirements re “insurability” and restrictions on changes to ILIT’s
     - Wills
     - Prenuptial agreements
     - Gifts
     - Loans

2. Uses and appropriateness in estate planning

Trust protection issues

  1. Third party creditors
  2. Marriage breakdown protection issues (recent court cases)
  3. Protection of accrued benefits, e.g. share plans & under MPF

Who should attend

This course is primarily targeted to those who would like to pursue the "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.

Speaker/Course Instructor

Thelma KWAN
Thelma Kwan is a Barrister specializing in family and trust law in Hong Kong. She has previously spent 24 years in the private banking industry, in the trust and wealth planning segment of various private banks. Her last role, before returning to legal practice, was Head of Wealth Advisory for Asia Pacific for a large UK Bank running a team of wealth advisers in the Asia region. While her mandates were various, Thelma’s interest and focus had been serving clients in their wealth planning needs with a holistic approach; taking into regard issues including family succession planning, asset protection, business succession, and cross border tax issues.


Date & Time
Wednesday, 9 Oct 2019 (6:00PM - 9:00PM)
HKSI Institute Training Centre
SFC:3.00, PWMA:3.00, LawSociety:2.50
All (Member & Non-Member): HK$1500