Accounting for trusts and deceased estates 2019 - Studio Recording
CPD Hours: 2
Price: R287.50
Accounting for trusts and deceased estates 2019 - Studio Recording
Accounting for trusts and deceased estates
Presenter: Sonja Frank
Learning objectives:
By the end of this event the participant should:
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Understand estate planning and trust law.
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Know all the recent amendments to legislation.
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Know how to draft an estate plan and administer an estate.
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Know how to correctly create and administer a trust.
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Understand curatorship and the roles and responsibilities thereof.
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Know the Davis Committee recommendations.
Content:
The webinar will cover the following topics:
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Background to estate planning and trust law;
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The Income Tax Act on trusts.
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Recent amendments to legislation related to trusts and estates;
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Creating a valid and lawful trust;
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The roles, responsibilities and liabilities of the trust founder and beneficiaries;
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Administering and terminating a trust;
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Pitfalls in trust deeds and their remedies;
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Taxation of resident and non-resident trust beneficiaries;
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The deceased estate administration process;
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Appointment as curator, roles and responsibilities;
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How to do a proper estate plan;
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Taxation of income in deceased estates; and
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An update on the Davis Committee recommendations.
