概要

This is Unit 10 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.

It consists of one module:
Module 16: Testamentary Issues - Wills

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 B Stream 1 Training Programme and Examination, click here. 

宗旨

After completion of this module students will

1. Understand the importance of making a will;
2. Understand what is meant by testamentary capacity and be able to list the requirements for testamentary capacity;
3. Be aware of and explain the need for care in the drafting of a will in order to avoid disputes;
4. List the information to be contained in a will;
5. Understand the interplay between trusts and wills and be able to explain and compare the differences and where each is appropriate;
6. Explain the issues that arise with multi jurisdiction assets and explain the need for multiple wills;
7. Understand and explain the limitations of testamentary trusts/ standby trusts
8. Understand what constitutes a legal marriage and be able to elaborate the requirements;
9. Be able to list the key issues concerning the concept of ownership of property;
10. Understand the differences in pre-nuptial and post-nuptial agreements and be able to explain the legal protection provided under each instrument;
11. Understand how marital property is treated under trust and list the key points;
12. Be aware of important cases which influence marital dispute decisions of the Courts in Hong Kong and the concepts of express, resulting and constructive trusts; and
13. Be aware of cryptocurrencies' status in family trusts and matrimonial disputes

內容

1.      The reasons and need for making Wills and avoiding testamentary disputes

2.      Can a Trust be used instead of a Will to avoid Probate?

3.      The nature and use of limited Wills

4.      The usual content of Wills

5.      Information to be kept with Wills

6.      Multiple jurisdiction Wills and probating

7.      Testamentary trusts versus inter vivos trust

8.      Standby trusts

9.      Marriage and common law spouses/partnership relationships

10.   Community of property

11.   Post-nuptial agreements and pre-nuptial agreements

12.   Matrimonial property and express, resulting, constructive and family trusts

13.   Cryptocurrencies and family trusts and matrimonial disputes

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 Part B Stream 1 training programme and examination.