Overview 

Legal Practitioners offering estate planning advisory services are obligated to carefully evaluate the various factors impacting the harmonious and effective structuring of assets within an estate. 

Join Jako Liebenberg  on the 27th of September 2024 from 10:00 a.m. to 12:00 p.m. as he shares his expertise and guides you through the essential considerations for effective estate planning. 

Learning objectives 

Attending this webinar will equip you with the following skills: 

• Advise clients on the options to ensure business succession.  

• Advise clients on the most appropriate mechanisms to protect assets and minimise tax liabilities.  

• Identify appropriate circumstances to include a trust in the estate plan.  

• Evaluate the different legal frameworks governing estate planning.  

• Mitigate the most common challenges and risks impacting estate planning.     

• Perform estate planning to address the unique needs and goals of clients.   

Content 

The webinar will cover the following topics: 

• Definition of an estate. 

  • What constitutes an estate? 

  • Difference between probate and non-probate assets. 

• Estate planning. 

  • Importance of estate planning. 

  • Tools for estate planning. 

• Valuation of an estate. 

  • How to appraise real estate, personal property, and investments. 

  • Role of professional appraisers. 

• Estate taxes and strategies to minimise them. 

• Distribution of an estate. 

  • Process of distributing assets. 

  • Role of the court. 

• Challenges in estate administration. 

  • Common disputes in estate administration. 

  • Legal remedies for resolving disputes. 

• Types of beneficiaries. 

  • Primary vs. contingent beneficiaries. 

  • Per stirpes vs. per capita distribution. 

• Rights of beneficiaries. 

• Changing beneficiaries. 

  • How to update beneficiaries in wills and trusts. 

  • Legal implications of beneficiary changes. 

• Disinheriting a beneficiary. 

• Disputes involving beneficiaries. 

  • Common causes of disputes. 

  • Legal avenues for resolving disputes. 

• Role and responsibilities of an executor. 

  • Duties in managing the estate. 

  • Responsibilities towards beneficiaries. 

• Choosing an executor. 

  • Qualities to look for. 

  • Legal requirements.. 

• Compensation for executors. 

  • How executors are compensated. 

  • Factors that influencing compensation. 

• Challenges faced by executors. 

  • Common challenges and how to overcome them. 

  • Legal liabilities of executors. 

• Removal or replacement of an executor. 

  • Grounds for removing an executor. 

  • Process for appointing a new executor. 

About the presenter 

Jako Liebenberg CA(SA) 

Jako became a Chartered Accountant and Registered Public Auditor in 2001. His entire career has been in public practice except for a stint as CFO in the Free State Provincial Government from 2010 to 2012. 

Jako consults for clients across South Africa on Accounting Standards and Compliance, Broad Based Black Economic Empowerment, Tax and Business Development. He serves as an assessor in the Free State High Court of Appeals as representative in Public Practice. Jako is also a registered SAICA assessor for Trainees.    

Who should attend? 

The following persons will benefit from attending this webinar: 

• Advocates. 

• Attorneys. 

• Estates administrators. 

• Corporate Legal Professionals. 

• Legal Academic. 

• Candidate attorneys. 

• Law Students. 

• Paralegals. 

Price        

• R 450.00 - Online admission - Individual.  

• Group Price 1 - From R337 per person (up to 5 users)  

• Group Price 2 - From R260 per person (up to 10 users)  

• Group Price 3 - From R224 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. 

About SA Legal Academy 

Welcome to SA Legal Academy (SALA), a provider of courses to help you succeed in your chosen career. We are committed to providing our students with the highest quality training and support, to ensure that your skills and knowledge are up to date and ready to face the challenges of the modern workplace. Our courses are designed to ensure that you reach your professional goals and enhance your career prospects. With our experienced training staff and comprehensive resources, you can be confident that you will receive the highest quality of training from SA Legal Academy. 

SALA is a Level 2 B-BBEE contributor, with 125% procurement recognition. Training spend on certain solutions can be allocated against the Skills Development element of the B-BBEE Scorecard through accredited and nonaccredited training or claimed through SETA grants. In addition, 25% of your Skills Expenditure can be claimed on non-accredited training or courses. 

Corporate Training Solutions 

At SALA, we recognize 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 legal 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 prioritize 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 [email protected] or call 012 941 0448. Together, let's design a training program that elevates your team's capabilities and aligns with your organizational goals. 

Contact Us For More Information 

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

• Online chat through our website.  

• Phone: +27 (0) 12 941 0448  

• E-mail: [email protected]