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Wealth Management

[Webinar] Trust Training Certificate (TTC) - Unit 8: Other Trust Vehicles in Details

概要

This is Unit 8 of the training programme in pursuing the “Trust Training Certificate”.

It consists of one module – Module 12: Other Types of Estate
Planning Trusts and Their Uses.

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

內容

Other Types of Estate Planning Trusts and Their Uses:
- Accumulation and maintenance
- Non-charitable purpose (including STAR trusts)
- Business trusts
- VISTA / LST / SISTA with case studies
- Trust combined with a limited partnership with case studies
- Foreign grantor trusts with case studies and comparisons with other jurisdictions

對象

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.

導師/講者

Stefano MARIANI
Stefano heads the tax and trusts practice at Deacons. 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.

詳情

活動編號
TQPWM21003801
日期及時間
2021年4月14日, 星期三 (6:00下午 - 9:00下午)
地點
虛擬平台
相關主題
其他
語言
英文
課程時數
SFC:3.00, PWMA:3.00, LawSociety:2.50, HKTA:3.00

Participants who wish to register into all seven (7) units of Part B stream 1 training sessions, please click here.

Participants who wish to register into all seven (7) units of Part B stream 1 training sessions and examination, please click here.

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