Trusts | Online Course

21 – 22 April 2026 | Duration: 12:00 – 15:30

Handling the administration of trusts

About this course

• This course centres around the theory relating to trusts, more than the practical drafting of trusts. It is imperative that everyone rendering a service in terms of trusts first understands the basic theory on trusts before doing so. Most of the basic principles relating to trusts are canvassed, as well as the different types of trusts that are available in South Africa (being inclusive of discussion on the Trust Property Control Act and other legislation pertaining to trusts). The aim of the course is to alleviate the misconception that trusts are complicated which results in many practitioners steering clear of rendering services in this field of law. The course strives to set out the legislative requirements and enforcements in respect of trusts, to enable individuals to better understand trusts and not feel threatened by its use and applications.
• Course content
• What is a trust?
• Types of trusts
• Role players of a trust
• Duties and powers of a trustee
• Rights of a beneficiary under a trust
• Legislation impacting on trusts
• Tax implications on trusts
• Compliance duties of trustees, including duties as per recent changes.
• The advantages and disadvantages of trusts
• Relevant court cases

Presenter
Louis van Vuren holds the degrees BA, LLB and LLM from RAU (now UJ), the Advanced Certificate in Leadership from UCT and the Advanced Post-Graduate Diploma in Financial Planning (cum laude) from UFS. He started his career as a public prosecutor and state advocate before moving to Old Mutual as a legal adviser in 1990. Louis held senior management positions in Old Mutual Trust and BoE Trust (now Nedgroup Trust) until 2012 when he took early retirement. He is director of trust services at Finlac Risk and Legal Management (Pty) Ltd, a fee based financial planning practice in Cape Town. Louis lectured part-time at the UFS in the 1990’s (mercantile law), Milpark Education (2013 – 2016), the US (2013 – 2016), the USB (2015 – 2017) and the UWC (2022) . He is co-author of the LexisNexis publication: Fiduciary Services Handbook. Louis is an advocate of the High Court of South Africa (non-practising) and holds the designations CFP®, FPSA®, and TEP.

• What previous attendees said
• The presenter was passionate and knows his topic. Practical presented
• Lecturer was well prepared and notes given well formulated
• This is a great refresher for professionals in practice.
• Thank you for an informative and well-executed presentation.
• The presenter was devilishly good. Thank you.
• The content was comprehensive, with relevant references to case law.
• Thank you, great to finally get some organised training on this important topic!
• It was an interesting and well managed course.
• LSSA webinars are always professionally organised & conducted.

Date
21 – 22 April 2026 | Duration: 12:00 – 15:30
Closing date for registrations: 20 April 2026
Note: Kindly note that this course might run over the scheduled time. Please do not arrange any other appointments for at least 30 minutes after the scheduled closing time.

Certification
Attendance at both sessions is mandatory to qualify for a certificate.

Who should register?

All legal practitioners, persons in commerce, as well as individuals that are generally interested in trust law

Registration

Registration fee categories (including VAT):
Practising legal practitioners and other staff from legal firms: R 1 800 per person.
Non-practising legal practitioners/others: R 2 700 per person.

The fee above does not include individual access to the PowerPoint slides or recordings.

How to register
Each participant must complete an individual online registration form using their own email address. Using a shared, generic, or assistant’s email address will result in an incorrect certificate being issued. One registration equals one attendee.

STEP 1:

Payment must be made via EFT. Upload proof of payment (PDF) after completing the online registration form. If you need an invoice, upload a note (Word) requesting an invoice. Once payment is made, email proof to Annelie@LSSALEAD.org.za . Registrations cannot be finalized without proof of payment.

LSSA banking details: Account name: Law Society of South Africa | Bank: FNB Pretoria | Branch code: 251445 | Account no: 6200 9641 079 | Reference: Trust, Surname, Initials

STEP 2:
CLICK HERE TO REGISTER

STEP 3:

After submitting your registration, you will receive a system-generated confirmation email.
If you do not receive it, please contact Bettie Lubbe

For more information about this course contact Bettie Lubbe:
Email: Bettie@LSSALEAD.org.za | Tel No. 012 4414670

TERMS & CONDITIONS

Webinar/Online Course Access Policy
Please read before registering:

• Our webinars/online courses are licensed for individual use only. By registering, you agree to the following terms:
• One registration = one attendee. Group viewing or sharing access is not allowed.
• Accessing the webinar using generic or ambiguous identifiers like boardrooms, meeting rooms, or under a firm/Company name is not permitted
• Attendees must join, using their full name as provided during registration
• Sharing access links or allowing others to join under your registration is strictly prohibited. It is a violation of our policy and professional ethics and may result in access being denied or revoked without refund.

Key information

• The LSSA is not liable for payments made into the incorrect bank account.
• The course is presented in English only.
• The course will be delivered via MS Teams. Please install the application before the course begins.
• In line with company policy and copyright laws, recordings and PowerPoint presentations will not be shared and are not included in the course fee. Unauthorized recording or transcription is strictly prohibited.
• Course materials and MS Teams link(s) will be emailed approximately 24 hours before the course.
• Check your junk folder if you do not receive the email.
• If still not received, contact Bettie Lubbe at Bettie@LSSA.org.za.
• Test your link(s) upon receipt.
• Due to the number of delegates on this training and the huge volume of questions asked, the answers to the questions will be emailed to all the week after conclusion of the course. This can then be used as an addendum to the course material
• Cancellations must be submitted in writing before the course material and link(s) are sent. No cancellations will be accepted thereafter. Non-attendance or late cancellation will result in the forfeit of fees.
• LSSA/LEAD may cancel or postpone a course if there is insufficient demand. In such cases, delegates will be informed and fully refunded.