概要

This is Unit 3 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.

It consists of two modules:
Module 5: Other Estate Planning/Succession Vehicles
Module 6: Trust Protection Issues

For details on the topics to be covered, please refer to the 'Content' section below.

If you wish to register for the full TTC (version 2.0) Part A training programme and examination, click here.

宗旨

On completion of the course, learners should be able to:
(a) Recognise the commonly used vehicles and strategies for estate planning other than trusts and foundations
(b) Explain the key features of each of these vehicles for estate planning (note particularly HK Holding company issues)
(c) Describe how these vehicles are related to or compliment different type of trusts
(d) Describe how a trust may be attacked
(e) Understand the protections offered by
      i. anti-forced heirship;
      ii. non-enforcement of foreign judgments; and
      iii. The use of an Employees Benefit Trust (“EBT”) to protect assets from a company’s creditors
(f) Understand the following grounds for a claim against a trust’s assets on breakdown of marriage
      i sham trust;
      ii the trust is a nominee arrangement;
      iii the trust is a nuptial settlement; and
      iv the trust’s assets are a financial resource.

內容

Module 5: Other Estate Planning/Succession Vehicles:
1. The nature of holding companies of trusts and its use and appropriateness in estate planning
2. The nature of insurance and, in particular and its use and appropriateness in estate planning
3. The nature of wills and their use and appropriateness in estate planning
4. The nature of pre-nuptial agreements and their use and appropriateness in estate planning
5. The nature of a gift and its use and appropriateness in estate planning
6. The nature of loans and its use and appropriateness in estate planning

Module 6: Trust Protection Issues:
1. The general rules and benefits of asset protection
2. How far trusts offer protection for trust assets on breakdown of marriage
3. How far trusts accrued benefits are protected from creditors

對象

This course is primarily designed for individuals who are interested in obtaining the "Trust Training Certificate" to qualify for the Hong Kong Trustees' Association Certified Trust Practitioner™ designation.

It is also relevant for individuals seeking a comprehensive understanding of the course subject matter and those planning to enter the Trust industry sector.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」（以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」（以下簡稱「本計劃」）。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能，使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費，上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構，有關申請要求之細則及手續，請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。

Click here if you wish to register for full TTC (version 2.0) Part A training programme and examination.