This is Unit 5 of the training programme in pursuing the "Trust Training Certificate".
It provides an overview of other Estate planning vehicles and how they are compared with a Trust.
For the topics to cover, please refer to the content section below.
If the participant is intended to pursue the "Trust Training Certificate", he / she is required to take "TTC Unit 1: Introduction to Trusts" and "TTC Unit 2: Types of Trusts and When Appropriate" prior to attending this course.
Trusts compared with other Estate planning vehicles:
1. Comparisons of Trusts with:
- Private Companies (including Special Purpose International Companies)
2. Review of the key benefits and differences of each
Who Should Attend
The course is primarily targeted to those who would like to pursue the "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 and / or those who plan to enter into the Trust industry sector.