Wealth Management

[Webinar] Trust Training Certificate (TTC) Part B Stream 1 - Revision Session (4th Cohort)

概要

This is the Stream 1 of the Part B of the training programme in pursuing the “Trust Training Certificate” (“TTC”). Stream 1’s topics focused on private trusts and foundations, other jurisdiction trusts, charities and other estate issues.

Collectively all mandatory units completed from Part A and either Stream 1 or 2 of the Part B form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations of both parts, will be awarded the TTC.

內容

Part B Stream 1 consists of the following units. For details of each unit, please refer to its respective course page.

Unit 8: Other Trust Vehicles in Details
Unit 9: The Contents of Trusts and Drafting
Unit 10: Testamentary Issues & Avoiding Testamentary Disputes
Unit 11: International Tax – Part 1
Unit 13: Family Office
Unit 14: Foundations Law – Part 1
Unit 17: Trusts and Issues for PRC Nationals

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

Richard GRASBY
Mr. Richard Grasby is the Founder of RDG Fiduciary Services Limited. He is a lawyer admitted in England and Wales, the Cayman Islands and the BVI. He is a member of the STEP Hong Kong branch executive committee and a former chair of the branch. He is a member of the steering committees for both the STEP Business Families and the International Client Special Interest Groups. He is a member of the Hong Kong Trustees Association and the Hong Kong Institute of Directors. He has 20 years of experience working with global clients in respect of trusts, estate planning, diversified asset holding structures and related regulatory matters. He has been based in Hong Kong since 2009 and previously worked in the Cayman Islands, London and Jersey.

詳情

活動編號
TQPWM21003603
日期及時間
2021年11月16日, 星期二 (6:00下午 - 9:00下午)
地點
虛擬平台
語言
英文