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
- Understand the specific drafting issues required for specific types of trusts and why these are important.
- Understand the key features of jurisdictions commonly adopted for trust structures.
- 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
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.