Estate Planning Masterclass - Marital Regimes & Assets of Testator/Testatrix Course (Session 1)

Price:
R565.00 (VAT Incl.)
Level:
Tax Professionals
Sub-level:
Deceased Estates
Lecturer:
Biz Facility
Duration:
120 Minutes
Additionals:
   CPD Assessment
   Certificate

Lesson Outline

In South Africa, a person can leave assets to whoever they like, although this freedom of testation can be affected by the matrimonial property regime. The marital regime must be taken into consideration during the estate planning process to ensure that the will is aligned with the rights and obligations that flow as a consequence of the marriage.

Identifying assets belonging to the Testator / Testatrix and compiling possible administration costs on date of death will give the client an overview of what exactly his / her estate will look like.

During the webinar, the following topics will be discussed:

  • Marital Regimes and the impact on assets
  • Assets of Testator / Testatrix
  • Interest in Companies / Close Corporations
  • Claims
  • Debtors
  • Monies owned
  • Creditors
  • Loan Accounts
  • The Costs of potential Administration Costs
  • Possible cash contribution
  • Credit Life
  • Life Cover
  • Outstanding bond and the impact on the surviving spouse / co-owner

All Included:

  • Video presented course
  • Downloadable course material
  • Certificate of training
  • SAIT Accredited - 4 Verifiable CPD
    points