Legacy Planning and Legacyology Module 6: Legal Principles and Tools of Legacy Planning for High Net-worth Customers

Course Code:

PE4200181

Start Date:

To Be Advised

Hours:

5.0

Level:

Short Course

Application Form

Email:

peak@vtc.edu.hk

Enquiry:

28361922

Programme Contents

Legal Principles of Legacy Planning

- Estate duty: HK and International

- Will 遺囑

- Trust (brief introduction)

- Life Insurance

- Transaction be setting aside when bankruptcy occurred

Insurance as a Legacy Solution

- Uses of legacy planning tools

- Benefits of using insurance in a legacy planning

- What your clients should consider in legacy planning?

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

HKMA ECF CPD Hours: 5

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