Drafting Wills


Date: Feb 17, 2021 - Feb 17, 2021

CPD hours: 2 Hours

Time: 10:00 - 12:00

Event Type: Webinar

Presenter: Jako Liebenberg CA(SA)
Director

An estate without a will falls under intestate law which is governed by the Intestate Succession Act, 1987 (Act 81 of 1987). When an estate falls under this law, distributions from the estate have to follow a specific order.

Overview   

An estate without a will falls under intestate law which is governed by the Intestate Succession Act, 1987 (Act 81 of 1987). When an estate falls under this law, distributions from the estate have to follow a specific order.  

The estate will be divided amongst the surviving spouse, children, parents or siblings according to a set formula. 

In many cases these intestate law distributions place unnecessary hardships on a family or dependents. As an accountant you are in a position to advice your clients on how to draft a will ensuring that all the requirements for a will to be considered an enforceable document are met.  

Join Jako Liebenberg CA(SA) on 17 February 2021 from 10:00 a.m. to 12:00 p.m. as he demonstrates how you can draft your will and also increase your revenue by drafting wills for your clients.  


Learning objectives  

  By the end of this webinar the attendee will: 

  • Understand legislation governing wills and deceased estates; 

  • Understand the importance of having a will that is legally enforceable. 

  • Understand the basic structure of a will; 

  • Understand the basic requirements for drafting a will; and 

  • Be able to draft a legally enforceable will. 


Content 

  The webinar will cover the following topics:  

  • What is a will? 

  • The importance of having a will. 

  • What does the law say? 

  • Some legal definitions. 

  • Parts of a will. 

  • How to draft a will. 


Obtaining your CPD certificate 

  This webinar qualifies for 2 CPD hours with your professional body including: ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by all relevant professional bodies. 

All attendees are issued with a CPD certificate available in an online profile. 


About the presenter 

Jako Liebenberg CA(SA) 

Jako became a Chartered Accountant and Registered Public Auditor in 2001. His entire career has been in public practice except for a stint as CFO in the Free State Provincial Government from 2010 to 2012. 

Jako consults for clients across South Africa on Accounting Standards and Compliance, Broad Based Black Economic Empowerment, Tax and Business Development. He serves as an assessor in the Free State High Court of Appeals as representative in Public Practice. Jako is also a registered SAICA assessor for Trainees.  


Who should attend 

  The following persons will benefit from attending this webinar: 

  • Professional Accountants including: RA, CA(SA), PA(SA) and BAP(SA); 

  • Accounting officers;  

  • Accounting trainees. 


  Price 

  • R 475.00 - Online admission - Individual. 

  • R 950.00 - Online admission - Company. 

      

Steps to register for the event:  

 If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 


Additional material 

  By attending this webinar you will be provided with: 

  • Summarised slide presentation. 

  • Reference documents and/or course material where available. 

  • You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

Save this event to your Google or Outlook calendar.


Venues & Dates

The following venues and dates are available for this event.


Discounts available

The following discounts are available for this event

The Tax Faculty CPD Subscriber : Access to the webinar / recording

I'm ready to join, please contact me

Need Help ?

Explore Smarty