Winning at the Finish Line: Planning and Legacy Series Module 4: Trust Law and Trust Documentation

Objective 

To introduce the trust law, explain the trust documentation and understand the relationship between the family trust and insurance; as well as the role of insurance and wealth professionals in family trusts

Contents:

1.      Trust Law

2.      Major Statutory Provisions in Trustee Ordinance; and Perpetuities and Accumulations Ordinance

3.      Relationship between Trust, Insurance and Will

4.      Trust Administration

5.      Trustee’s Duties and Powers

6.      Trust Deed

7.      Letter of Wishes

8.      Insurance Professionals’ Role in Setting Up Trusts

9.      Case Studies

10.  Conclusion