Estate Planning: Wills and Trusts
Presenters : Jako Liebenberg CA(SA)
Overview
The advisory role of accounting firms can be expanded through the provision of a service that is usually associated with attorneys and banks – the drafting of wills.
The fact that the accountant already knows and understands a client's financial position provides for the accountant to fit perfectly into this role. In this webinar we invite Jako Liebenberg CA(SA) to share insights into how you can expand your practice through the establishment of the role of drafting wills for your clients as well as securing appointment as executor of their estates.
Learning objectives
Attending this webinar will equip you with the following skills:
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Gain background knowledge of the legislation that governs wills in South Africa and be able to apply that knowledge in own practice.
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Possess an understanding of why it is vital for one to have a legal will.
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Appreciate and be able to advise clients on the implications of not having a will.
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Understand and be able to relay information on the costs of death that have a financial impact on one's cash flow.
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Have the knowledge to train your staff to review and draft wills, and identify opportunities to secure appointment as an executor of clients' estates.
Content
The webinar will cover the following topics:
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Wills Act No. 7 of 1953.
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Requirements of a legal will.
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How to draft a will.
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Risks regarding wills.
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Establishing a wills service offering to clients.
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Becoming executor of clients' estates.
