Trusts | Online Course
17 and 18 November 2025 | Duration: 09:00 – 12:30​

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

17 and 18 November 2025 | Duration: 09:00 – 12:30​

Closing date for registrations: 14 November 2025

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 1 650 per person.

Non-practising legal practitioners/others: R 2 500 per person.

How to register

Kindly note that registrations are done online. For certification purposes, participants should register individually, using their own email address. This will enable the system to generate a unique username and password for each person.

STEP 1:

Payment should be made by electronic funds transfer (EFT) only. You are required to upload the proof of payment (PDF) in step 2 – (Online registration form). Should an invoice be required to effect payment, replace the proof of payment document with a note (Word) requesting an invoice.

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

STEP 2:

CLICK HERE TO REGISTER

STEP 3:

Once you have registered to participate, you will receive a system-generated confirmation e-mail that we have received your registration documentation. Twenty-four hours before the course starts, you will receive an e-mail with the link to the course (Microsoft Teams) as well as your course material . Read the instructions in the e-mail carefully. If you do not receive this said email, please check your Spam / Junk folder, or kindly contact Bettie Lubbe on Bettie@LSSALEAD.org.za or Tel No (012) 441 4670, the day before the course start. Attendees must ensure that they have access to MS Teams well in advance. Kindly test your link as soon as you get it.

For more information about this course contact Bettie Lubbe:

Email: Bettie@LSSALEAD.org.za | Tel No. 012 4414670

Please take note

The LSSA will not accept liability if the fees are not paid into the designated LSSA bank account.
The course is conducted in English only.
The course will be delivered through MS TEAMS. Please ensure that you have MS TEAMS installed on your computer prior to the commencement of the course.
Please note: In accordance with company policy and copyright protection, no recordings or PowerPoint presentations will be shared. Additionally, unauthorized recording or transcription is not permitted, as it may violate LSSA’s organizational or class policies.
You will receive the material as well as the link to the course via email, +-24 hours before commencement of the course. Test your links as soon as you receive these links. If you do not receive the said email, look in your junk mail folder. If it is not there, contact Bettie Lubbe on Bettie@LSSALEAD.org.za.
No cancellations will be accepted after the course material and link have been shared. Participants who do not cancel timeously and/or fail to attend the course will forfeit the amount paid towards this course.
Should you need to cancel your registration, you need to do so in writing before the course link and material are shared. No cancelation will be accepted after it has been made available and failure to comply with this will result in the full fee being charged.
LSSA/LEAD shall have the right in its sole discretion to postpone or cancel tuition in any programme initially advertised and offered based on insufficient demand. Should LSSA/LEAD cancel the proposed training, registered delegates will be given reasonable notice of the cancellation and all fees paid by the delegate will be refunded.