Family Wealth Structure System Course - Trust Series
Theoretical Course on Family Trust Management
Leading speaker: Dr. Guihuan Cai
【Course Introduction】
From the 800-year history of trust development in the United Kingdom, to the modern trust legislation in offshore areas, to the current development of family trusts in China, this course combines the core of domestic and foreign family trust management from theory and practice. The theoretical knowledge involved in the course will be explained with the case, which is also conducive to the practical application in the next step. Through the study and comparison of Chinese and foreign trust systems, we can help you understand the trust system more comprehensively and three-dimensionally, and carry out trust practice more professionally and flexibly. The course also helps students take the international trust professional certification exam.
【Key Points】
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The Development and Prospect of Chinese Family Trust
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Interpretation of the Legal Basis of Chinese Family Trusts
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The History and Reference of International Family Trusts
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The establishment, effectiveness and case analysis of family trusts
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Roles and responsibilities of family trusts
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The main content and interpretation of the trust deed
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The application of family trust in wealth protection and inheritance
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Distribution and investment management of trust property
Practical Course on Family Trust Management
Leading speaker: Moning Wu
【Course Introduction】
There are many practitioners who are optimistic about family trusts, but do not know where to enter the game; there are many practitioners who have potential customers around them, but do not know how to use family trusts to meet the needs of customers. The final goal of this course is business implementation. The content design closely focuses on the problems and difficulties that practitioners may encounter in the process of developing their business. There are both professional theoretical interpretation, practical experience sharing, and landing resources docking; both trustees From the perspective of customers, there is also the perspective of customer consultants, from identifying customers to program design, from project initiation to follow-up management, and comprehensively interprets every step of the implementation of trust business. Senior practitioners of family trusts at home and abroad jointly give lectures to help each student upgrade their knowledge reserves, improve their professional capabilities, and serve more high-net-worth clients with complex backgrounds and diverse needs.
【Key Points】
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The basic concept and five functions of family trusts: asset protection, inheritance planning, investment planning, charitable planning and tax optimization
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Identify potential family trust clients and their pain points: what characteristics and conditions does a client need for a family trust? How can family trusts help clients solve these pain points?
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Chinese Family Trust:
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Thresholds and conditions of family trusts: how much assets can be done? What assets can do?
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Typical cases and design points of family trusts in China: cash trusts, equity trusts, real estate trusts and other property rights trusts
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Basic procedures for establishment and management of family trusts in China
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Overseas family trust:
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Comparison of trust systems in several common overseas jurisdictions
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The main difference between Chinese and foreign family trusts
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Basic procedures for the establishment and management of foreign family trusts
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Several typical and commonly used overseas family trust structures
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China Family Charitable Trust:
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The Current Situation of Family Charitable Trusts in China
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Advantages of charitable activities through trusts
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Examples of family charitable trusts
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Establishment and management of family charitable trusts
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The Significance of Charitable Trust in Family Governance, Establishment of Family Rules and Inheritance of Family Tradition
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