Compliance, Legislative & Regulatory Standards

[Webinar] Trust Training Certificate (TTC) - Unit 10: Testamentary Issues & Avoiding Testamentary Disputes


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

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

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


Testamentary Issues - Wills

- The reasons and need for making wills
- Can a trust be used instead of a will to avoid probate?
- The nature and use of limited wills
- The usual content of wills
- Information to be kept with wills
- Multiple jurisdiction wills and probating
- Testamentary trusts versus inter vivos trusts
- Standby trusts

Other Testamentary Issues

- Marriage & common law spouses / partnership relationships
- Community of property and financial resource property
- Nuptial agreements and their implications
- 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


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.

Financial Incentive Scheme of the WAM Pilot Programme

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

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

WAM Pilot Programme Special Requirements

If you plan to apply for reimbursement under the Financial Incentive Scheme (FIS), please ensure your device/computer has the camera feature or with webcam installed as you are required to turn on your camera throughout the webinar.


Freda LIM
Ms Lim is a founding partner of a law firm. Having been in the private sector for more than 15 years, she continues to stay focused in serving her onshore as well as offshore clients in dealing with a broad spectrum of private client work ranging from family-related issues, estate planning, trust set up, tax, Part II application under the Mental Health Ordinance, probate and estate disputes. Apart from individuals, Ms Lim also works closely with international law firms and professional trustees in advising companies with respect to their per-IPO trusts and employee benefit schemes. Her invaluable experience in dealing with local and overseas post-death issues such as probate and estate administration has made her a unique private client lawyer when it comes to will-drafting for clients with cross border interests and assets. She believes each client has an exclusive preference when dealing with his or her wealth planning. Hence, she is committed to bringing personalized care and tailored made solutions for her clients when handling their family and wealth issues under different contexts. She also enjoys philanthropy work and extends her practice in assisting her clients to set up charitable companies / trusts.


2021年4月28日, 星期三 (6:00下午 - 9:00下午)
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.