Trust Training Certificate (TTC) - Unit 5: Trusts Compared with Other Estate Planning Vehicles

Trust Training Certificate (TTC) - Unit 5: Trusts Compared with Other Estate Planning Vehicles

Overview

This is Unit 5 of the training programme in pursuing the "Trust Training Certificate".

It provides an overview of other Estate planning vehicles and how they are compared with a Trust.

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: Introduction to Trusts" and "TTC Unit 2: Types of Trusts and When Appropriate" prior to attending this course.

Content

Trusts compared with other Estate planning vehicles:
‧ Comparisons of Trusts with:
o Foundations
o Private Companies (including Special Purpose International Companies)
o Partnerships
‧ Review of the key benefits and differences of each

Who should attend

The 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 TM 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.

Financial Incentive Scheme of the WAM Pilot Programme

This is one of the eligible courses / seminars / conferences under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for reimbursement of 80% of the course fees, subject to a maximum of HK$7,000 (whichever is lower) upon satisfactory completion of a course / seminar / conference over the three-year period of the Scheme.

Each individual may apply for reimbursement for more than one course / seminar / conference.

Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course / seminar / conference attended. Please refer to the WAM Pilot Programme website for more details.

Speaker/Course Instructor

Stefano MARIANI
Stefano heads the tax and trusts practice at Decans. He has a broad range of advisory and contentious tax experience, ranging from corporate taxation and group reconstructions to personal taxation and trusts and estate planning and management. He advises on all matters of Hong Kong and international tax law, including tax-efficient structuring and restructuring, and tax appeals before the Board of Review and the higher courts. His experience includes cross-border tax planning and Double Taxation Treaty driven tax structuring. Stefano further advises on all areas of Hong Kong and international trusts, estate planning, and charities, including the drafting of trusts instruments, restructuring of trusts structures, and trusts dispute resolution.

Details

Code
TQPWM20003401
Date & Time
Tuesday, 21 Apr 2020 (6:00PM - 9:00PM)
Venue
HKSI Institute Training Centre
Language
English
Level
Introductory
Hours
SFC:3.00, PWMA:3.00
Fees
All (Member & Non-Member): HK$1500