Wealth Management

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


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.


Mark LEA
Mark was educated in England and was qualified as a solicitor in 1970 in London. Since 1971, Mark has been concerned with international estate planning and structure and international comparative taxation. Having been a partner in Lea & White Solicitors and then Chairman in one of the UK's most successful provincial law firms, he moved permanently to Asia and was admitted to practice as a solicitor in Hong Kong in 1995.

Mark is active in providing advisory works both to governments and families with international members. Mark advised the Government of Singapore with regard to the Trustees Act of Singapore. He originated the proposals for changes to the Trust Law of Hong Kong and advised on such changes. He advised the Malaysian Government on changes to the laws of Labuan, including Trust Law, Foundations Law and Limited Partnership Law. He remains an international adviser to that government. He advised the Government of Samoa on and has drafted new Trust Law, new Foundations Law and a new Trustee Companies Bill and has advised on and drafted changes to other relevant laws in consequence.

Mark taught a course on international estate planning, including the use of trusts and foundations, as Adjunct Professor of Law at the National University of Singapore for 10 years. He is teaching a similar course in Samoa.


2019年2月12日, 星期二 (6:00下午 - 9:00下午)
SFC:3.00, PWMA:3.00