Every deceased estate presents unique challenges that cannot always be addressed through standard administration procedures. This practical course examines complex and unusual estate transactions, legal disputes, insolvency issues, beneficiary concerns, and executor responsibilities, providing practical guidance on navigating difficult situations that arise during the administration process.
While the principles of deceased estate administration remain consistent, no two estates are exactly alike. Executors, estate administrators, attorneys, and fiduciary practitioners frequently encounter unique circumstances that require careful consideration and specialised knowledge. This practical course explores a range of complex estate administration scenarios, including insolvent estates, disputed wills, usufruct arrangements, executor misconduct, late creditor claims, and the implications of unusual circumstances surrounding a death. Participants will also examine practical issues relating to property acquisitions from deceased estates, protecting inheritances from insolvency risks, and the treatment of shareholder and director loan accounts on death. Through practical examples and case studies, attendees will gain valuable insights into resolving challenging estate administration issues efficiently and lawfully.
Key Topics Covered:
• Acquiring an asset from a Deceased Estate
• Acquiring a property from a Deceased Estate
• “Unnatural Causes” on a death certificate: Implications for Reporting the Estate
• Financial uncertainty after your spouse’s passing
• Safeguarding inherited assets in the face of insolvency
• Administration of an Insolvent Deceased Estate
• Executor Fraud
• Challenging, Contesting and Disputing a will
• Late claims against the Deceased Estate
• Usufructs
• Director/Shareholder dies with a credit loan
• Director/Shareholder dies with a debit loan
• Executors of Deceased Estates
• Estate Administrators
• Fiduciary Practitioners
• Attorneys and Candidate Attorneys
• Conveyancers
• Accountants and Tax Practitioners
• Chartered Accountants (CA(SA))
• Professional Accountants (SA)
• Trust Officers and Estate Clerks
• Financial Planners and Wealth Advisors
• Professionals involved in estate planning and estate administration
• Anyone seeking a deeper understanding of complex and unusual deceased estate scenarios
