Overview
This is Unit 4 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.
It consists of the following module:
Module 7: Trusts Compared with Other Estate Planning Vehicles
For details on the topics to be covered, please refer to the 'Content' section below.
If you wish to register for the full TTC (version 2.0) Part A training programme and examination, click here.
Objective
On completion of the course, learners should be able to:
(a) Recognise various estate structuring vehicles
(b) Explain the key features of these various estate structuring vehicles, their differences and their respective advantages and disadvantages
(c) Be aware of how these other estate structuring vehicles are used in different jurisdictions and why they are used (e.g. laws)
Content Highlight
Module 7: Trusts Compared with Other Estate Planning Vehicles:
1. The general nature of trusts, foundations, private companies, partnerships and limited partnerships, and segregated portfolio companies
2. Factors of comparison
3. Key benefits, shortcomings and differences regarding trusts, foundations, private companies, partnerships and limited partnerships, and segregated portfolio companies
Who Should Attend
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.