10 Trust Cases Study Class A
Case 1: Disputes Over Inheritance by the Second Wife
Case 2: Financial planning and Inheritance Issues arising from "Adult Children Living at Home"
Case 3: Issues of asset Inheritance Involving Illegitimate children and how to address them
Case 4: The role of asset protection and family trusts in times of crisis
Case 5: Facilitating elderly clients in developing final wealth plans through delegation
Class Schedule (30 Minutes per Case)
10Trust Cases Study Class B
Case 1: Pre-IPO asset planning arrangements—understanding why private companies prefer family trusts at the Time of listing
Case 2: Standby Trusts—Understanding the conditions under which effect can be achieved and how they can be combined with Insurance products
Case 3: The Rationale for Establishing Family Trusts—How to help clients implement plans and acquire their endorsement
Case 4: Trusts and Investment Portfolios—How to help clients understand the flexibility of trust investments and common types of trusts
Case 5: Charitable Arrangements—How to address clients’ concerns rgarding their wealth in charity and the role of wealth managers
Class Schedule (30 Minutes per Case)
This course will be conducted in video format (in Mandarin with Chinese subtitles). Upon completion of the course, participants are required to submit a written report of no less than 1,000 words.