Overview  

Estate planning is a critical step for anyone seeking to protect their wealth and ensure their assets are distributed according to their wishes. This webinar equips you with essential knowledge on crafting wills and trusts, minimising tax burdens and preventing family disputes. The webinar gives practical guidance that empowers practitioners to navigate estate administration effectively and safeguard their clients' inheritance and ensure the continuation of legacies.    

Join Nicolene Schoeman-Louw on the 17th of March 2025 from 10h00 to 12h00 as she unpacks the key aspects of wills, estates and trusts, providing expert insights, practical advice and real-world examples to help you navigate the estate planning process with confidence.    

Learning objectives  

Attending this webinar will equip you with the following skills: 

• Understanding the fundamentals of estate planning and the importance of having a will. 

• Learning the legal requirements for drafting and executing a valid will. 

• Exploring different estate planning tools, including trusts and power of attorney. 

• Identifying common challenges in estate administration and how to address them. 

• Gaining insights into the role of the executor and the probate process. 

Content 

The webinar will cover the following topics: 

• Introduction to Estate Planning. 

  • Definition and importance. 

  • Key components of a comprehensive estate plan. 

• Drafting a Will. 

  • Legal requirements for a valid will. 

  • Types of wills. 

  • Common mistakes to avoid. 

• Trusts and Other Estate Planning Tools. 

  • Purpose of trusts. 

  • Revocable vs irrevocable trusts. 

  • The role of power of attorney and living wills. 

• Estate Administration and Probate. 

  • The role of the executor and administrator. 

  • Understanding the probate process. 

  • Distribution of assets and debt settlement. 

• Challenges in Estate Planning. 

  • Disputes over wills and inheritance. 

  • Managing estate taxes and liabilities. 

  • Planning for minor children and dependents. 

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

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

About the presenter 

Nicolene  Schoeman-Louw  

Nicolene  Schoeman-Louw is the Founder and Managing Director of Schoeman Law Inc in Cape Town, South Africa. She is an admitted Attorney of the High Court of South Africa, Conveyancer, Notary Public and Mediator with a passion for assisting entrepreneurs to reach their most ambitious goals.  

Nicolene holds an LLB degree cum laude, LLM from the University of the Free State and a postgraduate diploma in financial planning (CFP) from the University of Stellenbosch. She lectured at the University of the Free State during her studies, presently guest-lectures at Stellenbosch Business School. She also presents seminars and workshops on a wide range of legal topics for various organizations. Nicolene is the Co-Founder and Managing Director of PocketAdvisor where she also doubles up as a skilled facilitator.  

Who should attend? 

The following persons will benefit from attending this webinar: 

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

• Financial advisors. 

• Wealthy individuals. 

• Business owners. 

Price 

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R337 per person (up to 5 users)  

• Group Price 2 - From R260 per person (up to 10 users)  

• Group Price 3 - From R224 per person (over 11 users) 

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: 

• A 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. 

Corporate training solutions 

At SA Accounting Academy, we recognise the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.  

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritise hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.  

Interested in a bespoke corporate training experience? Reach out to us at [email protected] or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organisational goals.  

Contact us   

Have any questions or need any assistance? Contact us today!   

• Online chat through our website.   

• WhatsApp: Start chatting (+27635026114)   

• Phone: 010 593 0466   

• E-mail: [email protected]