(此課程簡介只提供英文版)
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
