[Webinar] Trust Training Certificate (TTC) - Unit 10: Testamentary Issues & Avoiding Testamentary Disputes


This is Unit 10 of the training programme in pursuing the “Trust Training Certificate”.

It consists of two modules:
Module 15: Testamentary Issues - Wills
Module 16: Other Testamentary Issues

For the topics to cover, please refer to the content section below.

Content Highlight

Testamentary Issues - Wills

- The reasons and need for making wills
- Can a trust be used instead of a will to avoid probate?
- The nature and use of limited wills
- The usual content of wills
- Information to be kept with wills
- Multiple jurisdiction wills and probating
- Testamentary trusts versus inter vivos trusts
- Standby trusts

Other Testamentary Issues

- Marriage & common law spouses / partnership relationships
- Community of property and financial resource property
- Nuptial agreements and their implications
- Matrimonial property and resulting, constructive and family trust issues

The above issues are set in the context of relevant HK law and relevant legal cases

Who Should Attend

The course is primarily targeted to those who would like to pursue “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.

Instructor / Speaker

Freda LIM

Ms Lim is a founding partner of a law firm. Having been in the private sector for more than 15 years, she continues to stay focused in serving her onshore as well as offshore clients in dealing with a broad spectrum of private client work ranging from family-related issues, estate planning, trust set up, tax, Part II application under the Mental Health Ordinance, probate and estate disputes. Apart from individuals, Ms Lim also works closely with international law firms and professional trustees in advising companies with respect to their per-IPO trusts and employee benefit schemes. Her invaluable experience in dealing with local and overseas post-death issues such as probate and estate administration has made her a unique private client lawyer when it comes to will-drafting for clients with cross border interests and assets. She believes each client has an exclusive preference when dealing with his or her wealth planning. Hence, she is committed to bringing personalized care and tailored made solutions for her clients when handling their family and wealth issues under different contexts. She also enjoys philanthropy work and extends her practice in assisting her clients to set up charitable companies / trusts.

Administrative Details

Date & Time
Wednesday, 28 Apr 2021 (06:00 PM - 09:00 PM)
Virtual Platform
SFC:3.00, PWMA:3.00, LawSociety:2.50, HKTA:3.00
All (Member & Non-Member): HKD2,000