[Webinar] Trust Training Certificate (TTC) - Unit 1: Introduction to Trusts



This is Unit 1 of the training programme in pursuing the "Trust Training Certificate".

It consists of three modules:

Module 1: Overview of Trusts
Module 2: Trustee's duties
Module 3: Liability, Variation and Termination



Overview of Trusts

  1. What is a trust?
  2. Structure of a trust and holding companies
  3. Parties of a trust
  4. Overview of why and how trusts are used

Trustee’s duties

  1. Duties and powers
  2. Language, form and validity
  3. Governing law

Liability, Variation and Termination

  1. Liabilities of Trustees, Protectors and Enforcers
  2. Migration of trusts
  3. Provision of information
  4. Termination and variation




Financial Incentive Scheme of the WAM Pilot Programme





WAM Pilot Programme Special Requirements



Stefano heads the tax and trusts practice at Deacons. He has a broad range of advisory and contentious tax experience, ranging from corporate taxation and group reconstructions to personal taxation and trusts and estate planning and management. He advises on all matters of Hong Kong and international tax law, including tax-efficient structuring and restructuring, and tax appeals before the Board of Review and the higher courts. His experience includes cross-border tax planning and Double Taxation Treaty driven tax structuring. Stefano further advises on all areas of Hong Kong and international trusts, estate planning, and charities, including the drafting of trusts instruments, restructuring of trusts structures, and trusts dispute resolution.


2021年3月16日, 星期二 (6:00下午 - 9:00下午)
SFC:3.00, PWMA:3.00, LawSociety:2.50, HKTA:3.00

Participants who wish to register into all seven (7) units of training sessions, please click here.