Suite of topics for the ESTATE PLANNER and WILL drafter

13 MAY: MODUS AND CONDITION AND REFRESHER OF INTESTATE/ WILLS FROM REEN 2 Topics

Expand

Lesson Content

0% Complete 0/2 Steps

PRESENTATION NOTES FOR 13 AND 20TH

RECORDING (ADDE AND EPDW)

20 MAY: WILLS ACT – THE VALIDITY AND CONDONATION AS WELL AS LEGISLATION IMPACTING WILLS 3 Topics

Expand

Lesson Content

0% Complete 0/3 Steps

PRESENTATION NOTES FOR 20 MAY – refer to same notes for 13 May as above

RECORDING 1 FOR 20 MAY – quiz

RECORDING 2 FOR 20 MAY

27 MAY: DONATION / CAPITAL GAINS / LIFE INSURANCE/ ESTATE DUTY

03 JUNE: BUSINESS ASSURANCE: DONATION/ CGT / ESTATE DUTY/ INCOME TAX

10 JUNE: ESTATE AND BASICS FINANCIAL PLANNING REQUIRED FOR THE PLANNER 2 Topics

Expand

Lesson Content

0% Complete 0/2 Steps

RECORDING SESSION 1 TRUSTS AND QUIZ

RECORDING SESSION 2 QUIZ

CGT

ESTATE PLANNING 1 Topic

Expand

Lesson Content

0% Complete 0/1 Steps

PRESENTATION NOTES

PERSONAL INCOME TAX – LIVE REFRESHER SESSION HELD FOR ALL

DONATION TAX 4 Topics

Expand

Lesson Content

0% Complete 0/4 Steps

DONATION IN COMMUNITY OF PROPERTY

WEBINAR : IN COMMUNITY OF PROPERTY : DONATION

DONATION TAX WITH LIMITED INTEREST AND MASSING

DONATION TAX (ADVANCED AND SOURCED)

SECTION: MARITAL REGIMES 17 Topics

Expand

Lesson Content

0% Complete 0/17 Steps

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

CHIEF MASTER DIRECTIVE 9 OF 2023 (REFER TO REEN MODULE)

SECTION: CAPITAL GAINS 11 Topics

Expand

Lesson Content

0% Complete 0/11 Steps

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 13 Topics

Expand

Lesson Content

0% Complete 0/13 Steps

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

DISPOSAL OF SMALL BUSINESS ASSETS

ESTATE PLANNING CONSIDERATIONS

ESTATE DUTY AND VALUATIONS

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

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

SUCCESSIVE REBATES (SAME AS ADDE)

SECTION: ASSURANCE 8 Topics

Expand

Lesson Content

0% Complete 0/8 Steps

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 1 Topic

Expand

Lesson Content

0% Complete 0/1 Steps

LIFE INSURANCE POLICIES: M LOTTER POLICIES INCLUDED IN THE ACCRUAL

SECTION: LIMITED INTEREST 8 Topics

Expand

Lesson Content

0% Complete 0/8 Steps

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

Expand

Lesson Content

0% Complete 0/1 Steps

DECEASED ESTATES DOCUMENT

ALL COURT CASES: BEING UPDATED 53 Topics

Expand

Lesson Content

0% Complete 0/53 Steps

COMPREHENSIVE LIST OF CASE LAW

AS AND ANOTHER V GS AND ANOTHER

AH AND OTHERS V AGM (NOT AVAILABLE BEING SOURCED)

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 (NOT AVAILABLE BEING SOURCED)

DELPORT V LE ROUX

DREYDEN V HARRISON EMAIL MESSAGE AS THE LAST WILL

EB V ER AND OTHERS AND THE KG V MINISTER OF HOME AFFAIRS AND OTHERS 2023 ZACC 32

EB V ER AND OTHERS AND THE KG V MINISTER OF HOME AFFAIRS AND OTHERS 2023: COURT CASE

ELS V JAGGA OBJECTION OF L AND D EXECUTOR FEES DUTY

EX PARTE PORTER

FLETCHER V MCNAIR REMOVAL OF TRUSTEE BREAKDOWN OF RELATIONSHIP

1 of 3

SECTION : WILL DRAFTING 5 Topics

Expand

Lesson Content

0% Complete 0/5 Steps

WEBINAR: WILLS ACT PART 1

WEBINAR: WILLS ACT PART 2

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

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

WEBINAR: MODUS AND CONDITION

SECTION: LAW OF SUCCESSION 13 Topics

Expand

Lesson Content

0% Complete 0/13 Steps

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

SECTION: LIVING ANNUITY DRAWDOWN 1 Topic

Expand

Lesson Content

0% Complete 0/1 Steps

WEBINAR 1: LIVING ANNUITY DRAWDOWN

Suite of topics for the ESTATE PLANNER and WILL drafter

Course Content