This will ensure that you are included on all the topics with & without live seminars ! If you are in or, entering this profession and would like to know all applicable legislation & all minute details – this is designed for you!
Course Content
FIDUCIARY PRACTITIONER REGULATORY ENVIRONMENT INCLUDING, EXCHANGE CONTROL REGULATIONS: 11 MARCH 2024
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LAW OF MARRIAGE; MAINTENANCE OF SURVIVING SPOUSE ACT AND THE WILLS ACT: 18 MARCH 2024
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MAINTENANCE OF SURVIVING SPOUSE ACT AND LAW OF SUCCESSION: 25 MARCH 2024
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ADMINISTRATION OF DECEASED ESTATE ACT: 01 APRIL 2024
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TYPES OF TRUSTS AND THE USE IN FINANCIAL AND ESTATE PLANNING: 08 APRIL 2024
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ADMINISTRATION OF DECEASED ESTATES AND THE FUNCTION OF AN EXECUTOR IN THIS ROLE: 15 APRIL 2024
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ADMINISTRATION OF DECEASED ESTATES AND DEALING WITH OBJECTIONS. INCLUDES LIMITED RIGHTS: 22 APRIL 2024
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ESTATE DUTY ADDENDUM:- ESTATE DUTY VALUATIONS AND DEDUCTIONS AVAILABLE : 29 APRIL 2024
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COMPREHENSIVE EXECUTOR ACCOUNTS: LIQUIDATION AND DISTRIBUTION ACCOUNT: 06 MAY 2024
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CONCEPTS IN LAW OF SUCCESSION: MASSING/MODUS/COLLATION: 13 MAY 2024
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WILLS ACT: THE VALIDITY AND CONDONATION OF INVALID WILLS; INCLUDES THE LEGISLATION THAT IMPACTS WILLS: 20 MAY 2024
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PARTIES TO A WILL AND IMPACT OF CERTAIN CLAUSES IN A WILL : 27 MAY 2024
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DONATION TAX AND, CAPITAL GAIN TAX AND, ESTATE DUTY : 3 JUNE 2024
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ESTATE PLANNING AND BASIC FINANCIAL PLANNING: 10 JUNE 2024
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INTRODUCTION TO TRUST LAW AND USE OF TRUSTS IN PLANNING: 24 JUNE 2024
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TYPES OF TRUSTS AND THE ROLE PLAYERS AND RESPONSIBILITIES: 1 JULY 2024
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ADMINISTRATION OF TRUSTS AND ”BENEFICIAL OWNERSHIP” CONCEPT: 8 JULY 2024
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TRUST AND TAXATION : FIRST SEMINAR : 15 JULY 2024
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TRUST AND TAXATION: SECOND SEMINAR: 22 JULY 2024
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UPDATE ON ALL CHANGES TO ALL APPLICABLE LEGISLATION THROUGHOUT 2024: 5 AUGUST 2024
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