[Webinar] Trust Training Certificate (TTC) - Unit 10: Testamentary Issues & Avoiding Testamentary Disputes (5th Cohort)
概要
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.
內容
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
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.
資產財富管理業先導計劃 - 專業培訓資助計劃
本課程乃提升資產財富管理業人才培訓先導計劃 - 專業培訓資助計劃所涵蓋之合資格課程 / 研討會。
合資格之金融服務業現職從業員只要圓滿修畢,便可以就2016年10月1日至2022年8月31日期間上課的合資格課程 / 研討會申請發還80%學費,或上限每人10,000元。
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已填妥並簽署的申請表連同五項所需的證明文件必須於完成所參加課程 / 研討會當日起計四個月內提交至香港證券及投資學會辦事處。全部課程須於2022年8月31日或之前修畢方符合申請發還學費的資格。詳情請參考資產財富管理業先導計劃網站。
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