Legacy Planning and Legacyology Module 3 : Mainland Estate Planning and Related Compliance

Course Code

PE4200184

Start Date:

To Be Advised

Hours

5.0

Level

Short Course

Application Form

peak@vtc.edu.hk

Enquiry: Tel:28361922

Programme Contents:

1.Introduction to Estate Planning

2. Comparison of Succession Law and Compliance between Mainland and Hong Kong

3. Succession and Compliance

• Definition

• Legal enforcement of succession

• Obtaining the succession right

• Loss of succession right

• Enforcement period of succession right

• Types of legacy

- Statutory succession

- Succession by will

• Allocation of estate

• Conditions of valid will

• Change of content in will and revocation

• Gift after death

• Acceptance and rejection of estate

• Handling of estate without acceptors

• Notarization of succession document

4. Handling of Estate

• Area of estate

• Debt repayment of estate provider

• Division of estate assets

• Cross border estate succession

5. Alternative Estate Planning

6. Case Study

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 5

MPFA Non-core CPD Hours: 5

SFC CPT Hours: 5

HKMA ECF CPD Hours 5

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