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Accounting for trusts and deceased estates - Webinar on demand

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Learning objectives  

By the end of this event the participant should: 

• Get an overview of estate planning and trust law. 

• Understand accounting for trusts and deceased estates. 

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

• Understand how to correctly create and administer a trust. 

• Understand curatorship and the roles and responsibilities thereof. 

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Content 

The webinar will cover the following topics:  

• Introduction to estate planning and trust law; 

• The Income Tax Act on trusts. 

• Creating a valid and lawful trust. 

• The roles, responsibilities and liabilities of: 

  • The trust founder; and  

  • Beneficiaries. 

• Administering and terminating a trust. 

• The deceased estate administration process. 

• Curatorship - roles and responsibilities. 

• Creating a proper estate plan. 

• Trusts and deceased estates – accounting treatment.