Accounting for trusts and deceased estates 2019 - Studio Recording

CPD Hours: 2

Price: R575.00

Tag: Studio Recording

Title / Topic

Accounting for trusts and deceased estates

Presenter: Sonja Frank

Learning objectives:

By the end of this event the participant should: 

  • Understand estate planning and trust law. 

  • Know all the recent amendments to legislation. 

  • Know how to draft an estate plan and administer an estate. 

  • Know how to correctly create and administer a trust. 

  • Understand curatorship and the roles and responsibilities thereof. 

  • Know the Davis Committee recommendations. 


The webinar will cover the following topics:  

  • Background to estate planning and trust law; 

  • The Income Tax Act on trusts. 

  • Recent amendments to legislation related to trusts and estates; 

  • Creating a valid and lawful trust; 

  • The roles, responsibilities and liabilities of the trust founder and beneficiaries; 

  • Administering and terminating a trust; 

  • Pitfalls in trust deeds and their remedies; 

  • Taxation of resident and non-resident trust beneficiaries; 

  • The deceased estate administration process; 

  • Appointment as curator, roles and responsibilities; 

  • How to do a proper estate plan; 

  • Taxation of income in deceased estates; and 

  • An update on the Davis Committee recommendations.

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