Course Recording

Deceased Estates and Estate Planning

Recording Link
Price:
Firm/Group/Company - R3565.00 (VAT Incl.)
Individuals - R1150.00 (VAT Incl.)
Recording Link
Price (MLU Subscriber):
Firm/Group/Company - R2691.00 (VAT Incl.)
Individuals - R862.50 (VAT Incl.)
Presenter: Ms Yvonne Rossouw
CPD Hours: Attending the course and successfully completing the post-assessment, will grant you 4 hour/s verifiable CPD, recognised by the various professional bodies (SAICA, SAIBA, ACCA, IACSA, IRBA & etc). Please note that the CPD certificate will only be issued once the post-assessment has been completed.
Platform: Web Based (Online)
Course Facilitator: Yvonne Rossouw
T:  0118861395
E:  gillian@probetatraining.co.za
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This webinar is focused on the administrations of deceased estates, as well as the tax aspects thereof to assist estate planning. During this webinar we will address the legal and practical requirement of administrating an estate, as well as al the tax implications. The webinar will also include discussion of testamentary trusts.

The webinar will deal with the following topics: • Wills and Testaments • Intestate succession • Process after death • Appointment of the executor • Reporting the Estate to the Master • Administration process • Preparation and submission of the Liquidation and Distribution Account • Reporting a new estate case to SARS • The registration of a deceased estate as a taxpayer (second registration) • Income tax and capital gains tax • VAT and the deceased estate • Estate duty • Selling or transferring property from an estate • Guardian Fund • Different types of marriages in South Africa and the impact on the deceased estate

This webinar is aimed at estate planners, brokers, accountants, auditors, financial planners, attorneys as well as any other person involved in estate and taxation planning.