Having a will is critical as it allows you to specify exactly how you wish to distribute your assets on your death. This enables you to plan your estate according to your own wishes to appointed beneficiaries – Have you planned for your Estate to cover all Expenses, relevant Taxes and Estate Duty, which could arise?

This video course is designed to cater for the needs of any person who has an estate of fixed property and various assets, and needs proper understanding, planning and structure in estate planning, as well as a full understanding of Trusts and Wills.

During this video course, the following Topics are covered:
Estate Planning:
• Why Estate Planning?
• What would influence my advice on Estate Planning?
• Estate Duty & other duties
• Options to reduce Estate Duty

Compiling a Last Will and Testament:
• Requirements/formalities of a Legal Will
• Pitfalls in the drafting of a Will
• Testamentary Trusts
• Execution of a Will: Duties and Responsibilities of the Executor

Inter Vivos Trusts:
• Is an Inter Vivos Trust still relevant?
• Basic Elements and parties to an Inter Vivos Trust
• Latest developments and changes in Trust Legislation
• Pros and Cons of an Inter Vivos Trust
• Misuse of Trust during Divorce