Trusts Series - Who is Involved in a Trust

Price:
R650.00 (VAT Incl.)
Level:
Individual Professionals
Sub-level:
Accounting
Lecturer:
Biz Facility
Duration:
150 Minutes
Additionals:
   CPD Assessment
   Certificate

Lesson Outline


A trust is created when property is transferred by written agreement, testamentary writing or Court order. Before you can do that, you need to have the necessary documentation in place.

This session provides much needed insight and guidance with regards to the formalities of setting up a Trust as well as all the stakeholders involved in the formation of the Trust. All the roles of the relevant stakeholders will be discussed as well.

Topics Discussed:

  • What is a Trust
  • Why a Trust
  • What is a Trust asset
  • Implication on death
  • What is a Trustee
  • What is a Beneficiary

All Included:

  • Video presented course
  • Downloadable course material
  • Certificate of training
  • Optional assessment
  • SAIT Accredited - 4 verifiable CPD points