[Webinar] Trust Training Certificate (TTC) - Unit 5: Trusts Compared with Other Estate Planning Vehicles

Overview

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.

Content Highlight

Trusts compared with other Estate planning vehicles:


1. Comparisons of Trusts with:

- Foundations
- Private Companies (including Special Purpose International Companies)
- Partnerships

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.

Instructor / Speaker

Stefano MARIANI

Stefano heads the tax and trusts practice at Deacons. He has a broad range of advisory and contentious tax experience, ranging from corporate taxation and group reconstructions to personal taxation and trusts and estate planning and management. He advises on all matters of Hong Kong and international tax law, including tax-efficient structuring and restructuring, and tax appeals before the Board of Review and the higher courts. His experience includes cross-border tax planning and Double Taxation Treaty driven tax structuring. Stefano further advises on all areas of Hong Kong and international trusts, estate planning, and charities, including the drafting of trusts instruments, restructuring of trusts structures, and trusts dispute resolution.

Administrative Details

Code
TQPWM21003401
Date & Time
Tuesday, 20 Apr 2021 (06:00 PM - 09:00 PM)
Venue
Virtual Platform
Language
English
Hours
SFC:3.00, PWMA:3.00, LawSociety:2.50, HKTA:3.00
Fees
All (Member & Non-Member): HKD1,500