Webinar Training Course

Deceased Estates and Estate Planning

Price: Firm/Group/Company - R3565.00 (VAT Incl.)
Individuals - R1150.00 (VAT Incl.)
Price (MLU Subscriber): Firm/Group/Company - R2691.00 (VAT Incl.)
Individuals - R862.50 (VAT Incl.)
SAIT Members: Access your member discount with us by consulting the member instructions here BEFORE making a booking Here. Should you be unsure as to whether you have updated your profile correctly, please contact us BEFORE making a booking. NO MANUAL DISCOUNTS OR CREDITS WILL BE ISSUED.
Presenter: Ms Yvonne Rossouw
Date: 26 Apr '24
Times: 09:00 - 13:00
Duration: 4
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)
Contact Person: 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.