Compliance, Legislative & Regulatory Standards

[Webinar] Trust Training Certificate (TTC) (version 2.0) - Unit 9: The Contents of Trusts and Drafting

Overview

This is Unit 9 of the "Trust Training Certificate" ("TTC") (version 2.0) training programme.

It consists of one module:
Module 15: Drafting and Important Deed Provisions

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 B Stream 1 Training Programme and Examination, click here

Objective

At the end of this Module students will

  1. Understand the specific drafting issues required for specific types of trusts and why these are important.
  2. Understand the key features of jurisdictions commonly adopted for trust structures.
  3. Explain the reasons for selection of a specific jurisdiction given the drafting advantages or disadvantage.

Content Highlight

This Module concerns the following matters:

  • A review of the usual provisions for:-
    - Discretionary Trust;
    - Protective Trust;
    - Fixed Interest Trust;
    - Accumulation and Maintenance Trust;
    - Foreign Grantor Trust;
    - Granny Trust;
    - Charitable Trust
    - Non-Charitable Purpose Trust
    - Special Needs Trust
    - Life Insurance Trust
    - VISTA TRUST
  • The choice of trustee.
  • Choosing the jurisdiction of the proper law.
  • Reasons for selection of a particular jurisdiction to achieve specific objectives for estate planning.

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.

Instructor / Speaker

Carolyn BUTLER

Carolyn Butler is the Managing Director of International Fiduciaries Limited which specialises in solutions for multi-national private clients and families offices.
She has over 30 years experience in providing a broad range of family succession and business solutions for clients including trusts, private funds, retirement schemes, licensing and succession planning vehicles.

Administrative Details

Code
TQRCR24008001
Date & Time
Wednesday, 9 Oct 2024 (06:00 PM - 09:00 PM)
Venue
Virtual Platform
Relevant Subject
Others
Language
English
Hours
SFC:3.00, PWMA:3.00, LawSociety:3.00, HKTA:3.00
Fees