2024 ADVANCED DIPLOMA IN ESTATE AND TRUST ADMINISTRATION STUDIES

This program is designed as a support tool for those who have registered to write the Advanced Dip in Estate and Trust Admin, which is offered by the University of the Free State. The outcomes of this program is aligned to the outcomes of the Advanced Diploma qualification. The program consists of live virtual weekly workshops which are recorded and available on the course. Material to assist learning as well as online exams with memorandum is an important feature of this program.

SELF STUDY ONLINE WITH WEEKLY LIVE SESSIONS:

R11 200

R10 000

NO REFUNDS ONCE REGISTERED

Once registered, payment will be processed via PayFast after which, you will receive your login details. To access your course, please access the ”my account” on the same website.

Registration is open from 6 February 2023. Please do note the dates of the availability of each module registered for.

Course Content

INTRODUCTION TO COURSE AND ADHOC NOTES
(6 Topics)

MARRIAGES AND REGIMES
(12 Topics)

LAW OF SUCCESSION: WILLS AND INTESTATE
(13 Topics)

ADMINISTRATION OF DECEASED ESTATES
(7 Topics)

TRUST ADMINISTRATION AND TRUST PROPERTY CONTROL ACT
(2 Topics)

MAINTENANCE OF SURVIVING SPOUSE ACT

REGULATION OF FIDUCIARY PRACTITIONERS AND ETHICS
(11 Topics)

SUMMARY OF COURT CASES

ALL OTHER
(10 Topics)

RECORDING OF LIVE SESSIONS (WHEN FIRST LIVE SESSION IS HELD)
(5 Topics)

ADDITIONAL TAX TRUST EXAMPLES
(9 Topics)

LIVE SESSIONS 2021 RECORDINGS
(13 Topics)

COMPLETION RULES (INTRODUCTION)

IMPORTANT: INTRODUCTION AND NAVIGATION
(4 Topics)

SECTION: SUMMARY OF COURT CASE LAW

DAY TO DAY DECEASED ADMINISTRATION PROCESS
(6 Topics)

EFFECT OF MATRIMONIAL PROPERTY REGIME IN THE PROCESS OF ADMINISTRATION
(11 Topics)

WILLS ACT AND INTESTATE SUCCESSION ACT
(13 Topics)

CAPITAL GAIN TAX ON DEATH
(4 Topics)

ESTATE PLANNING AND DUTY (ADDENDUM)
(12 Topics)

EXECUTOR ACCOUNTS: L AND D
(2 Topics)

ADDITIONAL CASE STUDIES
(6 Topics)

INSOLVENCY

SUCCESSIVE DEATH REBATES
(2 Topics)

LIMITED INTERESTS
(10 Topics)

QUIZ AND WRITTEN QUESTIONS FOR 2022
(14 Topics)

LIVE SESSIONS 2022
(5 Topics)

RECORDED LIVE SESSIONS 2021
(10 Topics)

DECEASED ESTATE AND TRUSTS REFRESHER SESSION

NAVIGATE THE PLATFORM
(3 Topics)

LIVE SESSION RECORDINGS 2022
(5 Topics)

LIVE SESSION RECORDINGS 2021
(14 Topics)

WILL DRAFTING
(2 Topics)

COURT CASES: LAW OF SUCCESSION AND WILLS
(10 Topics)

LAW OF SUCCESSION
(14 Topics)

BUSINESS ASSURANCE
(8 Topics)

ESTATE PLANNING
(11 Topics)

LIMITED INTEREST
(8 Topics)

PRACTICE
(2 Topics)

COURT CASES: MARITAL REGIMES
(16 Topics)

MARITAL REGIMES
(14 Topics)

ADDITIONAL INFORMATION
(6 Topics)

DIVORCE ACT
(5 Topics)

CAPITAL GAINS
(11 Topics)

DECEASED ESTATES

COMPLETION RULES (INTRODUCTION)

CONTENT
(4 Topics)

LIVE SESSION 2022
(8 Topics)

ADDITIONAL DOCUMENTS INCLUDE MASTER DIRECTIVES
(7 Topics)

TRUST PROPERTY CONTROL ACT
(3 Topics)

ADVANCED- TRUSTS

CASE LAW

ROLES – FOUNDER & MASTER

ROLES – BENEFICIARIES

ROLES -TRUSTEES

LIVE SESSIONS RECORDINGS : UNDERSTANDING TRUSTS AND TAX ADDITIONAL STUDIES
(6 Topics)

LIVE SESSIONS 2021
(5 Topics)

PRINCIPLES: A VERY BASIC SUMMARY OF TRUSTS (NO TAX)
(5 Topics)

PERSONAL TAX (THIS IS FOR STUDENTS WHO HAVE NOT STUDIED TAX)
(6 Topics)

ADDITIONAL EXAMPLES REQUESTED BY STUDENTS
(9 Topics)

LECTURER

FILES
(2 Topics)

R2800

ADDE1700: ADMIN OF DECEASED ESTATES 2024

REGISTRATION FOR 2024 IS OPEN
BROCHURE WITH DETAILS WILL BE UPLOADED IN DECEMBER 2023

R2800

REEN1700: REGULATORY ENVIRONMENT 2024

R3800

TRAD1700: TRUST ADMINISTRATION 2024

REGISTRATION FOR 2024 IS OPEN!
BROCHURE WITH DETAILS WITH BE UPLOADED DECEMBER 2023

R2800

EPDW1700:ESTATE PLANNING & WILLS 2024

REGISTRATION FOR 2024 IS OPEN
BROCHURE WITH DETAILS WILL BE UPLOADED DECEMBER 2023

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