13–14 October 2026

12:00–15:30 | Online via Microsoft Teams

Handling the Administration of Trusts

This course focuses on the theory relating to trusts rather than the practical drafting of trusts. It is essential that anyone rendering services relating to trusts understands the fundamental principles of trust law before doing so.

About this Course

The course covers the basic principles relating to trusts, as well as the different types of trusts available in South Africa. It includes discussion of the provisions of the Trust Property Control Act and other legislation relevant to trusts.

The aim of the course is to address the misconception that trusts are complicated, which can result in practitioners avoiding the rendering of services in this field of law. The course sets out the legislative requirements and compliance obligations relating to trusts, enabling participants to better understand trusts and their practical application.

Course Content

Who Should Register?

This course is suitable for:

• Legal practitioners
• Persons working in commerce
• Legal firm staff
• Individuals with an interest in trust law
• Persons involved in the administration or management of trusts

Presenter

Louis van Vuren

Louis van Vuren holds the degrees BA, LLB and LLM from RAU (now UJ), an Advanced Certificate in Leadership from UCT and an Advanced Post-Graduate Diploma in Financial Planning (cum laude) from UFS.

He started his career as a public prosecutor and state advocate before joining Old Mutual as a legal adviser in 1990. Louis subsequently held senior management positions in Old Mutual Trust and BoE Trust (now Nedgroup Trust) until taking early retirement in 2012.

He is currently a director of trust services at Finlac Risk and Legal Management (Pty) Ltd, a fee-based financial planning practice in Cape Town.

Louis has also lectured part-time at the University of the Free State, Milpark Education, the University of Stellenbosch, the University of Stellenbosch Business School and the University of the Western Cape.

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

Course Details

Date: 13–14 October 2026

Duration: 12:00–15:30

Format: Online via Microsoft Teams

Closing date for registrations: 12 October 2026

Please note: The course may 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.

Registration Fees

Fees include VAT.

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

How to Register

Need More Information?

Bettie Lubbe

Email: Bettie@LSSALEAD.org.za
Tel: 012 441 4670

Terms & Conditions

Webinar / Online Course Access Policy

Please read before registering.

Our webinars and online courses are licensed for individual use only. By registering, you agree to the following terms:

• One registration equals one attendee. Group viewing or sharing access is not permitted.
• Accessing the webinar using generic or ambiguous identifiers such as boardrooms, meeting rooms or 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. This 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 Microsoft 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.
• POPIA Consent: By registering for this training, you consent to the collection and processing of the personal information provided on the online registration form for purposes relating to course registration, administration, certification and course-related communication.
• Your ID number will be used solely for course registration purposes and to personalise and issue your certificate upon successful completion of the course.
• All personal information will be processed, stored and protected in accordance with the provisions of the Protection of Personal Information Act, 2013 (POPIA).
• Course materials and MS Teams link(s) will be emailed approximately 24 hours before the course.
• Please check your junk/spam folder if you do not receive the email.
• If the email is still not received, contact Bettie Lubbe at Bettie@LSSA.org.za .
• Test your link(s) upon receipt.
• Should the course attract a large number of delegates, it may not be possible to answer all questions during the training. Any outstanding questions may be addressed after the course and shared with all delegates 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.

LEAD’s Training Offers

LEAD is one of the largest providers of legal professional education in South Africa and has been accredited as a legal education provider by the Legal Practice Council.

LEAD provides access to quality learning that is relevant, accessible and affordable. We offer an extensive range of learning activities and training options to support legal professionals throughout their careers.