Trust Training Certificate (TTC) - Unit 1: Introduction to Trusts

Trust Training Certificate (TTC) - Unit 1: Introduction to Trusts

Overview

This is Unit 1 of the training programme 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
‧ What is a trust?
‧ Structure of a trust and holding companies
‧ Parties of a trust
‧ Overview of why and how trusts are used

Trustee’s duties
‧ Duties and powers
‧ Language, form and validity
‧ Governing law

Liability, Variation and Termination
‧ Liabilities of Trustees, Protectors and Enforcers
‧ Migration of trusts
‧ Provision of information
‧ Termination and variation

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.

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
TQPFR20001501
Date & Time
Tuesday, 10 Mar 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