Compliance, Legislative & Regulatory Standards

Trust Training Certificate (TTC) - Unit 10: Testamentary Issues & Avoiding Testamentary Disputes (8th Cohort)


This eCourse will be accessible until 9 December 2023.

This is Unit 10 of the training programme in pursuing the “Trust Training Certificate”.

This eCourse is developed based on the recorded webinar session of Unit 10 held on 28 April 2021. For participants who will take the TTC Part B Examination in December 2023, please ensure you read the latest version of study guide and materials provided via the examination enrolment link.

It consists of two modules:
Module 15: Testamentary Issues - Wills
Module 16: Other Testamentary Issues


On completion of the course, you will be able to:
1. Understand the importance of making a will
2. Understand what is meant by testamentary capacity and be able to list the requirements
3. Know and explain the need for care in the drafting of a will, in order to avoid disputes
4. List the information to be contained in a will
5. Understand the interplay between trusts and wills and be able to explain the differences and where each is appropriate
6. Explain the issues in regard to multi jurisdiction assets and the need for multiple wills
7. Understand and explain the limitations of testamentary trusts/ standby trusts
8. Understand be able to explain the legality of marriage in HK
9. Explain the concept of ‘community of property’
10. List and describe the various types of Nuptial Agreements and requirements for validity and treatment by the courts
11. Understand and describe the concepts of express, resulting and constructive trust
12. Understand and explain when property under a discretionary trust might be treated as community property /a financial resource
13. Know current court cases and in relation to trusts


Module 15: Testamentary Issues - Wills
1.The reasons and need for making wills
2. Can a trust be used instead of a will to avoid probate?
3. The nature and use of limited wills
4. The usual content of wills
5. Information to be kept with wills
6. Multiple jurisdiction wills and probating
7. Testamentary trusts versus inter-vivos trusts
8. Standby trusts

Module 16: Other Testamentary Issues
1. Marriage & Common law spouses / partnership relationships
2. Community of property and financial resource property
3. Nuptial agreements and their implications
4. Matrimonial property and resulting, constructive and family trust issues

The above issues are set in the context of relevant HK Law and relevant legal cases

Who should attend

The 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 the Trust industry sector.


Relevant Subject
SFC:3.00, PWMA:3.00, HKTA:3.00

Click here if you wish to register for full Part B Stream 1 training programme.

Click here if you wish to register for full Part B Stream 1 training programme and examination.