One of the most challenging aspects of estate administration is identifying, valuing, and transferring the assets owned by a deceased person. This practical course provides guidance on dealing with a wide range of asset classes, helping executors and practitioners administer deceased estates efficiently while avoiding unnecessary delays and complications.
The successful administration of a deceased estate depends on the accurate identification, collection, valuation, and transfer of assets. This practical course examines the procedures and challenges associated with various asset types commonly encountered in deceased estates. Participants will learn how to deal with local and foreign assets, deemed assets, cryptocurrencies, investments, immovable property, vehicles, firearms, jewellery, bank accounts, shares, and unit trusts. The course also addresses assets that were never transferred from a parent’s or spouse’s estate, as well as the practical and regulatory considerations involved when beneficiaries reside outside South Africa. Practical guidance and real-world examples will help participants navigate complex asset administration issues and expedite the finalisation of estates.
Key Topics Covered:
• Local assets
• Foreign assets
• Deemed assets
• Crypto currency
• Assets not transferred from parents / or spouses’ estate
• Payment of heirs living / residing in a foreign country (emigration of heirs)
• Investments
• Jewellery
• Firearms
• Immovable property
• Bank accounts
• Shares
• Unit trusts
• Motor vehicles
• Executors of Deceased Estates
• Estate Administrators
• Fiduciary Practitioners
• Attorneys and Candidate Attorneys
• Accountants and Tax Practitioners
• Trust and Estate Planning Advisors
• Financial Planners and Wealth Advisors
• Deceased Estate Clerks and Administrators
• Professionals involved in estate administration and asset transfers
• Anyone seeking a practical understanding of asset administration within deceased estates
