Event Details

A testamentary trust is a trust that is to contain a portion or all of a decedent's assets outlined within a person's last will and testament. A testamentary trust is not established until after the person passes away in which the executor or executrix settles the estate as outlined in the will.


Join us for this very informative session, during which we discuss how to set up a Trust outlined in a person's last will and testament, to wind-up the deceased estate in the shortest period of time.


Content Discussed:

  • Drafting of Trust Deed
  • Role, responsibilities and duties of Trustee and role and rights of Beneficiaries
  • Required documentation to be lodged with Master for Letters of Authority
  • Obligations of Trustees in terms of the Trust Property Control Act 57 of 1988: Amendment of Regulations


Note: If you're unable to attend the live webinar on the scheduled date, you can still book and pay for the webinar โ€“ the course notes and a copy of the recording will be provided for self-study in your own time.


Please note that this link is unique to you. Transferring this link to another user is an infringement of copyright. If you have subscribed to a course, the cost is per delegate, not per screen.

Speakers

  • Lize Muller (Bizfacility (Pty) Ltd)

    Lize Muller

    Bizfacility (Pty) Ltd

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Tickets

Members

Your tax invoice will be sent to you within 24 hours

Member Price R 450
Non-members

Your tax invoice will be sent to you within 24 hours

Standard Price R 650