EPDW1700:ESTATE PLANNING & WILLS 2024

EPDW REFRESHER 3 Topics

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RECORDING EPDW REFRESHER

EPDW CASE STUDY FACTS

EPDW MEMORANDUM

ADDE REFRESHER LIVE SESSION 1 Topic

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RECORDING ADDE REFRESHER

LIVE SESSION 15 MAY 2023 4 Topics

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15 MAY 2023 PRESENTATION NOTES

15 MAY RECORDING

RECORDING 2: SUBSTITUTION, ACCRUAL AND PACTUM SUCCESSORIUM

RECORDING : INTESTATE SUCCESSION [continued in 22 May 2023 live session]

LIVE SESSION 22 MAY 2023 3 Topics

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LIVE SESSION 22 MAY

PRESENTATION NOTES [ CONTINUATION OF NOTES FOR 15 MAY PRESENTATION]

QUIZ SESSION

LIVE SESSION 29 MAY 2023 2 Topics

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LIVE SESSION RECORDING

LIVE SESSION QUIZ RECORDING

LIVE SESSION 5 JUNE 2023 3 Topics

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RECORDING 1 5 JUNE

RECORDING 2 5 JUNE

RECORDING PRESENTATION

QUIZ RECORDING 12 JUNE

DONATION TAX 1 Topic

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WEBINAR : IN COMMUNITY OF PROPERTY : DONATION

SECTION: MARITAL REGIMES 16 Topics

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TRADITIONAL LEADERSHIP AND GOVERNANCE FRAMEWORK

POLYGAMOUS CUSTOMARY MARRIAGES: ARTICLE BY E NESTHEMBU

REFORM OF CUSTOMARY LAW

MATRIMONIAL PROPERTY ACT

MAINTENANCE OF SURVIVING SPOUSE ACT

RECOGNITION OF CUSTOMARY MARRIAGE ACT

MARITAL REGIMES, LONG TERM PARTNERS INCLUDING TENETS OF RELIGION

MARITAL REGIMES: BASICS

WEBINAR 1: MARITAL REGIMES

WEBINAR 2: MARITAL REGIMES

ADVANCED WEBINAR 1: MARITAL REGIMES

ADVANCED WEBINAR 2: MARITAL REGIMES

ADVANCED WEBINAR 3: MARITAL REGIMES

ADVANCED WEBINAR 4: MARITAL REGIMES

ADVANCED WEBINAR 5: MARITAL REGIMES

WEBINAR: MAINTENANCE OF SURVIVING SPOUSES

SECTION: CAPITAL GAINS 12 Topics

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ACCRUAL CLAIM AND CGT: M BOTHA WHO REALLY PAYS THE CGT? [RECORDING WILL BE LOADED]

CAPITAL GAIN TAX: BASICS

CAPITAL GAIN TAX ON DEATH

WEBINAR 1 CGT ON DEATH

WEBINAR 2 CGT ON DEATH

WEBINAR 3 CGT ON DEATH

SECTION : ESTATE PLANNING 17 Topics

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RETIREMENT FUND CONTRIBUTION DEDUCTIONS [11F] AND ESTATE DUTY CONSEQUENCES

DISPOSAL OF SMALL BUSINESS ASSETS

ESTATE PLANNING CONSIDERATIONS

ESTATE DUTY AND VALUATIONS

WEBINAR ESTATE DUTY AND VALUATIONS 1

CAPITAL GAIN TAX ON DEATH

WEBINAR CGT ON DEATH 1

WEBINAR CGT ON DEATH 2

WEBINAR CGT ON DEATH 3

ESTATE DUTY ACT

WEBINAR ESTATE DUTY AND VALUATIONS 2

WEBINAR ESTATE DUTY AND VALUATIONS 3

WEBINAR ESTATE DUTY AND VALUATIONS 4

CARL MULLER: ESTATE PLANNING [ refer to document on blackboard]

DISCUSSION ON ESTATE PLANNING WITH POST GRAD STUDENTS

CASE STUDY USED FOR THE POST GRAD PRESENTATION ( CAN PRINT)

CASE STUDY MEMORANDUM FOR THE CASE STUDY USED FOR POST GRAD

SECTION: ASSURANCE 8 Topics

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COMPANY OWNED POLICIES: INTRODUCTION)

KEYPERSON INSURANCE

CONTINGENT POLICIES

WEBINAR 1 :CONTINGENT POLICIES

WEBINAR 2: CONTINGENT POLICIES

BUY AND SELL ARRANGEMENTS

WEBINAR 1: BUY AND SELL

WEBINAR 2: BUY AND SELL

ARTICLES: INSURANCE ON ACCRUAL, IN COMMUNITY OF PROPERTY AND THE DECEASED ESTATE 3 Topics

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LIFE INSURANCE POLICIES: ELZETTE MULLER TREATMENT IN THE DECEASED ESTATE AND ACCRUAL [Refer blackboard]

LIFE INSURANCE POLICIES: M LOTTER POLICIES INCLUDED IN THE ACCRUAL

LIFE INSURANCE POLICIES: AND THE ACCRUAL SYSTEM, IN OR OUT? M BOTHA AND W OOSTHUIZEN [Refer blackboard]

SECTION: LIMITED INTEREST 8 Topics

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VALUATION: FIDEICOMMISSUM

WEBINAR: FIDEICOMMISSUM

VALUATION: USUFRUCT

WEBINAR 1 : USUFRUCT

WEBINAR 2 : USUFRUCTS

WEBINAR 3 : USUFRUCTS

WEBINAR 4 : USUFRUCT

SUMMARY OF CALCULATIONS

SECTION: DECEASED ESTATES 1 Topic

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DECEASED ESTATES DOCUMENT

ALL COURT CASES: PDF 50 Topics

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COMPREHENSIVE LIST OF CASE LAW 2022 [LAST VERSION ALL UPDATED]

AS AND ANOTHER V GS AND ANOTHER

AH AND OTHERS V AGM

BLOM V BROWN DISQUALIFICATON WRITING WILL

BHE V MAGISTRATES AFRICAN LAW OF SUCCESSION

BEKKER V NAUDE EN ANDERE

BUTTERS V MNCORA

BWANYA V MASTER LIFE LONG PARTNERS SPOUSE FOR INTESTATE

CM V EM LIVING ANNUITY AND ACCRUAL

DANIEL V CAMPBELL MUSLIM SPOUSE

DIKGALE V MASTER OF THE HIGH COURT

DE BRUIN V STOFFBERG N.O AND OTHERS

DE RESZKE V MARAIS

DE BRUIN V STOFFBERG UNDUE INFLUENCE OF TESTATER

DELPORT V LE ROUX

DREYDEN V HARRISON EMAIL MESSAGE AS THE LAST WILL

EX PARTE PORTER

ELS V JAGGA OBJECTION OF L AND D EXECUTOR FEES DUTY

FLETCHER V MCNAIR REMOVAL OF TRUSTEE BREAKDOWN OF RELATIONSHIP

GUMEDE V PRESIDENT OF THE RSA

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SECTION : WILL DRAFTING 3 Topics

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WEBINAR: WILLS ACT PART 1

WEBINAR: WILLS ACT PART 2

DUTIES OF THE CONTRACT DRAFTER: WRITING OF A WILL : UFS

SECTION: LAW OF SUCCESSION 15 Topics

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LAW OF SUCCESSION COMPREHENSIVE DOC: 83 PAGES

LEGAL PRACTICE ACT 2014 (REEN)

Attorneys Act (REEN)

REGULATION 910 (REEN)

WILLS ACT (REEN)

INTESTATE SUCCESSION ACT 2010 (REEN)

REFORM OF CUSTOMARY LAW OF SUCCESSION ACT (REEN)

LAW OF SUCCESSION

SHORT SUMMARY ON LAW OF SUCCESSION (6 PAGES)

WEBINAR: LAW OF SUCCESSION WEBINAR 1 (REEN)

WEBINAR: LAW OF SUCCESSION WEBINAR 2 (REEN)

WEBINAR: REFORM OF CUSTOMARY LAW OF SUCCESSION (REEN)

DIAGRAM: 3RD DEGREE OF CONSANGINUITY

WEBINAR: UNWORTHY; SUBSTITUTION; ACCRUAL; PACTUM SUCCESSORIUM (PAST OF LIVE RECORDING)

WEBINAR: MODUS AND CONDITION

SECTION: LIVE SESSION RECORDINGS 2022 5 Topics

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SESSION: 16 MAY 2022

SESSION: 23 MAY WEBINAR 1

SESSION: 23 MAY WEBINAR 2

SESSION: 30 MAY 2022

SESSION: 6 JUNE 2022

DECEASED ESTATE AND TRUSTS REFRESHER SESSION

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