Overview  

Estate planning is a critical process that ensures your assets are distributed according to your wishes and provides peace of mind for you and your loved ones. This webinar will delve into the essentials of estate planning, focusing on the creation and management of wills and trusts. Participants will learn about the legal frameworks, benefits, and considerations involved in estate planning. Through expert guidance and practical examples, this session aims to equip attendees with the knowledge and tools necessary to effectively plan their estates and safeguard their legacies.    

Learning objectives  

Attending this webinar will equip you with the following skills: 

• Understand the fundamentals and importance of estate planning  

• Differentiate between wills and trusts and determine which is suitable for your needs  

• Learn how to create a legally sound will  

• Explore the various types of trusts and their specific benefits  

• Gain insights into minimizing estate taxes and avoiding probate    

Content 

The webinar will cover the following topics: 

• Introduction to Estate Planning  

  • Importance of Estate Planning  

  • Key Terminologies and Concepts  

  • Common Misconceptions About Estate Planning  

  • Real-life Examples and Case Studies  

• Wills: The Basics  

  • Legal Requirements for Creating a Will  

  • Key Components of a Will  

  • How to Choose an Executor  

  • Updating and Revising Your Will  

• Trusts: An Overview  

  • What is a Trust and How It Works  

  • Types of Trusts: Revocable, Irrevocable, and More  

  • Benefits of Setting Up a Trust  

  • Real-world Applications and Examples  

• Advanced Estate Planning Techniques  

  • Strategies to Minimize Estate Taxes 

  • Understanding Probate and How to Avoid It  

  • Protecting Your Assets Through Estate Planning  

  • Planning for Incapacity: Powers of Attorney and Living Wills  

Obtaining your CPD certificate 

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAICA and SAIPA. 

All attendees are issued with a CPD certificate available in an online profile.   

Who should attend? 

The following persons will benefit from attending this webinar: 

• Practising accountants including: CA(SA), Professional Accountant (SA), AGA(SA), FCCA, BAP(SA), BA(SA) and ACCA. 

• Registered auditors. 

• Independent reviewers. 

• Trainee accountants. 

Price 

• R 450.00 - Online admission - Individual. 

• Group Price 1 - From R184 per person (up to 5 users) 

• Group Price 2 - From R121 per person (up to 10 users) 

• Group Price 3 - From R109 per person (over 11 users) 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 

Additional material 

By attending this webinar you will be provided with: 

• A summarised slide presentation. 

• Reference documents and/or course material where available. 

• You can ask questions during the webinar and you will also have access to the presenter after the webinar. 

Corporate training solutions 

At SA Accounting Academy, we recognise the evolving needs of businesses in today's dynamic environment. Beyond our standard webinar offerings, we provide tailored corporate training solutions designed to empower your team with the latest in accounting and professional skills. Whether you're looking for online sessions or face-to-face training, our programs are crafted to ensure a comprehensive and engaging learning experience.  

Drawing inspiration from modern training methodologies, our corporate solutions are interactive, adaptable, and focused on real-world applications. We prioritise hands-on learning, ensuring your team can immediately apply their newfound knowledge in practical scenarios.  

Interested in a bespoke corporate training experience? Reach out to us at corporate@accountingacademy.co.za or call 010 593 0466. Together, let's design a training program that elevates your team's capabilities and aligns with your organisational goals.  

Contact us   

  Have any questions or need any assistance? Contact us today!   

• Online chat through our website.   

• WhatsApp: Start chatting (+27635026114)   

• Phone: 010 593 0466   

• E-mail: ticket@accountingacademy.co.za