Overview
Trusts are an essential service that professionals offer their clients. Using Trusts you will be able to help clients avoid claims from creditors and safeguard their assets and create a loyal client base. Clients that want Trusts are more wealthy and are able to pay higher fees. Attending this event will enable you to diversify your income whilst helping clients save their businesses.
The upcoming Trust Law Update seminar will give you the latest critical legislative, case law, and practice developments to best advise clients. Caryn Maitland is a small practitioner that have helped many accounting firms, just like yours, offer Trust services for profit.
The course include the following topics:
- Checklist to identify common errors and pitfalls in Trust Deeds and how to correct this.
- How to create, administer, amend, and terminate Trust in a valid way.
- The role of the founder and beneficiaries
- Income distribution: How to do it right and avoid creditor claims.
- Estate planning.
- Trustee’s personal liability.
- Special Trusts and PBOs.
- Update on the Davies Committee recommendations.
- Opportunities and threats to Trusts in the future.
- How to get PI for your Trust practice.
Presenter
Caryn Maitland, Owner, Maitland & Associates
Caryn Maitland graduated in 1998 from the University of Natal, Pietermaritzburg (now UKZN), with a BCom Honours degree in Accounting and completed her articles with KPMG in 2001 and qualified as a Chartered Accountant (SA). She has been a member of IRBA as a registered auditor and accountant since 2002 and is also a registered member of SAICA.
Caryn has lectured in Auditing, second and third year subjects, for Varsity College from 1999 to 2001. In 2002, she was appointed as senior lecturer at UKZN and coordinated the Financial Accounting 300 course until June 2006. In addition, she has lectured in Advanced Financial Accounting since June 2006 until December 2011.
Caryn has conducted independent workshops and seminars for professional accountants since 2006 on various topics, and has consulted on a number of technical issues. Since January 2011, she has focused on her own business as technical freelance consultant and trainer.
Caryn also held the position Editor-in-Chief of an online continual professional development (CPD) website for accounting professional, eCPD Accountancy, having resigned from this post in September 2013.
Caryn has presented on the national tour for the annual Legislation Update with ProBeta Training (Pty) Ltd in 2014 and 2015, as well as on the FASSET national tour for the Tax Administration Act in 2014. She has also been involved with the SAICA SMP Technical tour (2014 to present).
Who should attend?
Accountants, Attorneys, Financial Planners, Investment Advisors and Trustees
CPD
Attendance of the half-day seminar will accrue 4 + 1 hours’ CPD for members of a relevant professional body such as ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CSSA, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by SAICA, AAT, SAIPA, SAIBA, IAC, CIS and others.
Complete a free online assessment at the end of the event and receive an additional CPD point.