This is the Stream 1 of the Part B (Introductory level) of the training programme in pursuing the “Trust Training Certificate” (“TTC”). Stream 1’s topics focused on private trusts and foundations, other jurisdiction trusts, charities and other estate issues.

Collectively all mandatory units completed from Part A and either Stream 1 or 2 of the Part B form the full course (14 units in total). Participants who have successfully completed the full course and passed the examinations of both parts, will be awarded the TTC.

Part B Stream 1 consists of the following units:
Unit 8: Other Trust Vehicles in Details
Unit 9: The Contents of Trusts and Drafting
Unit 10: Testamentary Issues & Avoiding Testamentary Disputes
Unit 11: International Taxation – Part 1
Unit 13: Family Offices
Unit 14: Foundations Law – Part 1
Unit 17: Trusts and Issues for PRC Nationals

For details of each unit, please refer to its respective course page.

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.