Trusts | Online Course
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 related to 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. A discussion of provisions of the Trust Property Control Act and other legislation pertaining to trusts is included.
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 compliance in respect of trusts, to enable individuals to better understand trusts and not feel threatened by their 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
- Taxation of trusts
- Compliance duties of trustees, including the 2022 amendments
- The advantages and disadvantages of trusts
- Relevant court cases
Presenter
Louis van Vuren
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 1990s (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.”
Certification
Attendance at both sessions is mandatory to qualify for a certificate.
Important: 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.
Who Should Register?
All legal practitioners, persons in commerce, as well as individuals that are generally interested in trust law.
Registration Fees
| Registration Category | Fee per Person |
|---|---|
| Practising legal practitioners and other staff from legal firms | R 1 800 |
| Non-practising legal practitioners / others | R 2 700 |
All fees include VAT.
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
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 of payment to Annelie@LSSALEAD.org.za .
Registrations cannot be finalised 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: Online Registration
Complete the online registration form and upload your proof of payment.
Step 3: Confirmation
After submitting your registration, you will receive a system-generated confirmation email.
If you do not receive it, please contact Bettie Lubbe.
Course Enquiries
Bettie Lubbe
Email: Bettie@LSSALEAD.org.za
Tel No.: 012 441 4670
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.
- 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.
- 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.
- 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.
Course Dates
Registration Fees
| Registration Category | Fee per Person |
|---|---|
| Practising legal practitioners and other staff from legal firms | R 1 800 |
| Non-practising legal practitioners / others | R 2 700 |
All fees include VAT.
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
