Suite of topics for DECEASED ESTATES and comprehensive executor accounts

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WELCOME TO THE ADMINISTRATION OF DECEASED ESTATES

INTRODUCTION TO MODULES AND EXPECTATIONS 2 Topics

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INTRODUCTION AND EXPECTATIONS

INTEGRATION OF OUR STUDIES

2024 DATES FOR LIVE SEMINARS FOR ADMINISTRATION OF DECEASED ESTATES

15 APRIL : LIVE : LIMITED INTERESTS. PRE-RECORDED: FUNCTIONS OF AN EXECUTOR 3 Topics

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RECORDING OF LIVE SESSION

LIMITED INTERESTS PRESENTATION NOTES : EXAMPLES

MEMORANDUM TO EXAMPLES ON LIMITED INTERESTS (WAITING FOR YOU TO WORK ON THEM)

22 APRIL : ESTATE DUTY ADDENDUM – VALUATION AND DEDUCTIONS 3 Topics

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RECORDING OF THE LIVE SESSION ON ESTATE DUTY 22 APRIL

ESTATE DUTY CALCULATIONS EXAMPLES

PRESENTATION NOTES FOR 22 APRIL

29 APRIL : COMPREHENSIVE EXECUTOR ACCOUNTS WITH L & D 1 Topic

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Recording for 29 April session

6 MAY : LAW OF SUCCESSION – CONCEPTS OF MODULS/COLLATION/MASSING 1 Topic

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Recording 6 May session

13 MAY IN COMBINATION WITH EPDW 1 Topic

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Recording 13 May session

LIST OF CASE LAW

SECTION: SUMMARY OF COURT CASE LAW 1 Topic

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COMPREHENSIVE LIST OF CASE LAW

DECEASED ESTATES

LEGISLATION APPLICABLE TO THE ADMINISTRATION PROCESS 7 Topics

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INTESTATE SUCCESSION ACT 2010

WILLS ACT

ADMINISTRATION OF DECEASED ESTATE ACT

DECEASED ESTATES REGULATION (ACT)

ESTATE DUTY ACT

SECTION 37C OF THE PENSION FUND ACT

GN R473 GG 3425 ESTATE REGULATIONS

DAY TO DAY DECEASED ADMINISTRATION PROCESS 15 Topics

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CHIEF MASTER DIRECTIVE 9 OF 2023 – IMPORTANT NEW CHANGES AND PROCESSES

DOCUMENT: SUMMARY OF CMD 9 OF 2023 [CAN PRINT]

WEBINAR 1 : SUMMARY OF CMD 9 OF 2023

WEBINAR 2: SUMMARY OF CMD 9 OF 2023

WEBINAR 3: SUMMARY OF CMD 9 OF 2023

PRESENTATION NOTES: SUMMARY OF DECEASED ESTATE ADMIN PROCESS

REGULATION 910

DECEASED ESTATES GUIDELINE BY SARS

WEBINAR: DECEASED ESTATES

ATTORNEY ACT

CHIEF DIRECTIVE 2 OF 2017 [TRUST MATTERS]

SARS FAQ DECEASED ESTATE: ISSUE 3 (UPDATED FROM ISSUE 2)

MASTER OF THE HIGH COURT WEBSITE: GUARDIAN AND CUSTODIANS: GUARDIAN FUND INFORMATION

METEQUITY LTD V NWN PROPERTIES LTD 1998 (2) SA 554 (T) : BEING SOURCED

VAN DEN BERGH V COETZEE 2001 (4) SA 93 (T): BEING SOURCED

GENERAL ADMINISTRATION ISSUES 1 Topic

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SARS COMPREHENSIVE GUIDE TO CGT ISSUE 9

MARRIAGES AND MATRIMONIAL PROPERTY ACT

EFFECT OF MATRIMONIAL PROPERTY REGIME IN THE PROCESS OF ADMINISTRATION 13 Topics

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MATRIMONIAL PROPERTY ACT

MARITAL REGIME : BASICS

WEBINAR 1: BASICS

WEBINAR 2: BASICS

MARITAL REGIME: ADVANCED

WEBINAR 1: COURT CASES AND UPDATES

WEBINAR 2: CHIEF MASTER DIRECTIVE 9 OF 2023 IN RELATION TO MARRIAGE AND UNION

ACCRUAL: DIVORCE RECORDING MONTANARI V MONTANARI: LIVING ANNUITIES

LAW OF SUCCESSION

WILLS ACT AND INTESTATE SUCCESSION ACT 9 Topics

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LAW OF SUCCESSION AND PITFALLS

SUMMARY: LAW OF SUCCESSION INTESTATE

WEBINAR 1: LAW OF SUCCESSION

WEBINAR 2: LAW OF SUCCESSION

REFORM OF CUSTOMARY LAW ACT

WEBINAR: REFORM OF CUSTOMARY LAW

DIAGRAM: WILLS ACT SUMMARY DOCUMENT

DIAGRAM: INTESTATE DISTRIBUTION

FOR STUDENTS: LIVE SESSION Q AND A ON LAW OF SUCCESSION FOR INFORMATION

ESTATE PLANNING AND DUTY

ESTATE PLANNING AND DUTY (ADDENDUM) 11 Topics

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ESTATE DUTY FRAMEWORK

SUMMARY OF ESTATE PLANNING

ESTATE DUTY AND VALUATIONS IN ESTATE DUTY ACT

WEBINAR ESTATE DUTY AND VALUATIONS 1

WEBINAR ESTATE DUTY AND VALUATIONS 2

WEBINAR ESTATE DUTY AND VALUATIONS 3

WEBINAR ESTATE DUTY AND VALUATIONS 4

WEBINAR ESTATE DUTY AND VALUATIONS 5

WEBINAR ESTATE DUTY AND VALUATIONS 6

WEBINAR: RETIREMENT FUND CONTRIBUTIONS AND ESTATE DUTY

FOR STUDENTS: LIVE SESSION WEBINAR ON Q AND A FOR ESTATE PLANNING: FOR INFORMATION

SUCCESSIVE DEATH REBATES 3 Topics

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DISCUSSION SUCCESSIVE REBATES

SUCCESSIVE DEATH REBATES [EXAMPLE]

SUCCESSIVE REBATE DOCUMENT SUMMARISING THE STEPS

EXECUTOR'S ACCOUNT

EXECUTOR ACCOUNTS: L AND D 4 Topics

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LIQUIDATION AND DISTRIBUTION ACCOUNT FRAMEWORK

DISCUSSION ON EXECUTOR ACCOUNT AND QUIZ 2021

PRESENTATION NOTES: EXECUTOR ACCOUNT

RECORDING: EXECUTOR ACCOUNT (START OFF WITH DONATION TAX ALL IN ONE)

DONATION TAX: WITH LIMITED INTEREST AND MASSING

DONATION TAX 2 Topics

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PRESENTATION NOTES: DONATION TAX INCLUDES LIMITED INTEREST AND MASSING

RECORDING: DONATION TAX (AND EXECUTOR ACCOUNT IN ONE) – this recording includes quiz 2023

CAPITAL GAIN TAX BASICS AND ON DEATH

CAPITAL GAIN TAX BASICS 2 Topics

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RECORDING OF LIVE SESSION EXPLAINING BASICS OF CAPITAL GAIN TAX

MATERIAL FOR THE LIVE SESSION OF CAPITAL GAIN TAX

CAPITAL GAIN TAX ON DEATH 5 Topics

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CAPITAL GAIN TAX ON DEATH DOCUMENT

WEBINAR 1 CGT ON DEATH

WEBINAR 2 CGT ON DEATH

WEBINAR 3 CGT ON DEATH

WEBINAR: SUMMARY OF CGT ON DEATH

LIMITED INTERESTS

LIMITED INTERESTS 10 Topics

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PERSONAL SERVITUDES

VALUATION : USUFRUCT

SUMMARY OF LIMITED INTEREST CALCULATIONS

WEBINAR 1 : USUFRUCT AND VALUATION

WEBINAR 2 : USUFRUCT WITH EXAMPLES

WEBINAR 3 : USUFRUCTS WITH EXAMPLES

WEBINAR 4 : USUFRUCTS WITH EXAMPLES

VALUATION: FIDEICOMMISSUM

WEBINAR: FIDEICOMMISSUM

FOR STUDENTS: LIVE SESSION LIMITED INTEREST Q AND A WEBINAR FOR INFORMATION

BASIC ON TRUST

BASIC OF TRUST 1 Topic

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PRESENTATION NOTES

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