Trust Training Certificate (TTC) (version 2.0) - Unit 8: Other Trust Vehicles in Details
概要
This is Unit 8 of the "Trust Training Certificate ("TTC") (version 2.0) training programme".
This eCourse is prepared based on the recorded version of the webinar session held on 30 September 2024. Please note that the examination is based on the study guide and slide deck, which can be downloaded from the eCourse. For participants who plan to take the TTC Part B Stream 1 Examination at a later date, you should ensure you read the study guide and materials provided via the examination enrolment link.
It consists of one module:
Module 14: Other Types of Estate Planning Trusts and their uses
If you wish to register for the full TTC (version 2.0) Part B Stream 1 Training Programme and Examination, click here.
宗旨
On completion of this eCourse, you will be able to:
- Identify the appropriate types of trusts to suit specific estate planning needs
- Explain and compare the differences between these types of trusts
- Identify the jurisdictions in which these various types of trusts exist
- Articulate the benefits of the various types of trusts discussed in this course
內容
This unit provides an in depth explanation of the following types of trusts and their uses:-
- Accumulation and Maintenance Trusts;
- Non-Charitable Purpose Trusts (including STAR Trusts);
- Special Needs Trusts; BVI VISTA Trusts;
- Trusts combined with Insurance; and
- Foreign Grantor Trusts
Where appropriate case studies are provided to demonstrate the various uses of such trusts.
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.
導師/講者
Drawing on his experience working at leading corporate firms, Ross works with private clients requiring coordinated advice on their personal and business affairs. This typically involves combining with other lawyers to serve their tax planning, immigration, transactional, commercial, and dispute resolution needs.
Ross frequently deals with the establishment or restructuring of asset-holding structures, ranging from several million to billions of pounds in value, to achieve objectives such as succession planning, asset protection and tax efficiency. In particular, he works closely with settlors, beneficiaries, and trustees of offshore trusts to develop effective strategies for managing, preserving, and protecting their assets. He is currently appointed as an executive committee member of the Hong Kong Trustee Association.