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021 300 1230

Deceased Estates: Unique & Specific Transactions Course

Store/Self-Study Courses

Product Details

When administering the winding-up of a deceased estate, it is important to recognise that no two estates are alike. Estate practitioners are frequently required to deal with unusual circumstances, complex asset structures, competing claims and transactions that fall outside standard administration procedures.

This session has been designed to address unique circumstances and specific transactions that arise during the administration of deceased estates, providing practical guidance on navigating complex legal, financial, fiduciary and administrative challenges encountered in practice.

Topics Discussed:

Acquiring an asset from a Deceased Estate
Acquiring immovable property from a Deceased Estate
Sale of assets out of a Deceased Estate
“Unnatural Causes” on a death certificate: implications for reporting the Estate
Financial uncertainty after a spouse’s passing
Safeguarding inherited assets in the face of beneficiary insolvency
Administration of an Insolvent Deceased Estate
Liquidity challenges within deceased estates
Executor fraud, misconduct and removal of an Executor
Fiduciary duties and personal liability of Executors
Challenging, contesting and disputing a Will
Defective Wills and Court validation applications
Late claims against a Deceased Estate
Rejected creditor claims and court remedies
Maintenance claims by surviving spouses and dependants
Accrual claims and marital regime implications
Marriages in community of property vs accrual system at death
Cohabitation relationships and inheritance complications
Testamentary Trust considerations and minor beneficiaries
Advances to beneficiaries prior to finalisation of the estate
Usufructs and bare dominium structures
Director / Shareholder dies with a credit loan account
Director / Shareholder dies with a debit loan account
Death of a business owner or shareholder: business continuity issues
Close corporation and company interest administration
Loans between deceased estates, trusts and companies
Outstanding bonds and impact on surviving co-owners
Property transfers to heirs and conveyancing requirements
Property sold subject to heir consent (Section 42 transactions)
Estate asset valuations and disputes
SARS compliance, tax clearance and post-death tax risks
Capital Gains Tax and Estate Duty considerations in complex estates
Delays caused by SARS audits and outstanding returns
Claims against joint estates and surviving spouse entitlements
Guardian’s Fund implications
Missing heirs and untraceable beneficiaries
Foreign assets and cross-border estate considerations
Practical problem scenarios and case study discussions

Presented by: Mrs Jade Theart (LL.B. ; LL.M (Commercial Law); Adv Estate Planning; Adv. Business Rescue)

Jade is an admitted attorney with over 10 years of post-qualification experience in law, specialising in estate planning, deceased estate administration, property law, and contractual law. In the area of estate planning, Jade provides comprehensive legal support, including the drafting and reviewing of last wills and testaments and related estate planning instruments. She is experienced in the administration of deceased estates ensuring compliance, efficiency, and sensitivity in managing the wishes of the deceased and the rights of beneficiaries. Jade’s professionalism, attention to detail, and client-focused approach plays an integral role in delivering high-quality legal services within the Finsolve group.

All Included:

Recording of the webinar
Q&A with the presenter
Downloadable course material
Certification of training
Assessment (optional)
SAIT Accredited (3 verifiable CPD hours)
Comprehensive templates included!💥

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About Us

Gary Garbutt,

Head of Operations

Biz Facility Pty Ltd

(Registration number: 2011/105349/07)

Mission Statement:

To provide value added skills and tools through superior training and engagement that enables our clients to become more financially skilled.

Our Vision:

To provide practical skills and tools to small and medium business owners and individuals, in order to effectively utilize accounting data to manage their business or area of operation, and to effectively manage their tax obligations, both personally and professionally.

Biz Facility, founded in 2010, was founded to provide practical training interventions to small and medium sized businesses, as well as individuals, to equip clients in managing their business’s and tax affairs more effectively.Biz Facility provides both training and financial services to its clients:

Contact us

021 300 1230

orders@bizfacility.com

www.bifacility.com

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