Trusts Online Course

TRUSTS | 2-DAY ONLINE COURSE | 2024
23 & 24 April 2024
Handling the administration of trusts

About this course and what the programme includes

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 relevant Act 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
•    The advantages and disadvantages of trusts
•    Trust Property Control Act
•    Role players of a trust
•    Duties and powers of a trustee
•    Rights of a beneficiary under a trust
•    Tax implications on trusts
•    Relevant court cases

Presenter
Advocate (Dr) James Clark has been a practising advocate in the High Court of South Africa for the past 19 years. He is well known for civil and criminal litigation, drafting of contracts and wills through the Law Society of South Africa’s Legal Education and Development (LEAD) division, Damelin and KMA. Advocate Clark is very knowledgeable on the Administration of Deceased Estates ,and his detailed and strict approach to the drafting of wills is a new, innovative approach to such drafting. Advocate Clark has international exposure to drafting for the South African government and other international institutions, as well as being an internationally recognised author

Dates

23 – 24 April 2024 | Duration: 13:00 – 15:30​

Who should register?

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

Certification

All sessions are mandatory to qualify for a certificate.

Registration fees
Practising legal practitioners and other staff from firms:  R1 550 per person.
Non-practising legal practitioners/others:  R 2 300 per person.
How to register
Kindly note that you can only register online and that there are limited places available. Participants should be registered individually to 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: Trust, Initials and SurnameSTEP 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, kindly contact Bettie Lubbe on Bettie@LSSALEAD.org.za.  Attendees must ensure that they have access to MS Teams well in advance. Kindly test your link as soon as you recieve it.

Contact the course co-ordinator
For more information about this course, contact Bettie Lubbe on Bettie@LSSALEAD.org.za or at T: +27 (0)12 441 4670
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.
  • The course will be conducted by the presenter on the foundation of a pre-recording.  The answers to the questions, will be compiled in a document and will be emailed to all, the week after conclusion of the course. This can then be used as an addendum to the course material.
  • According to Company Policy and copyright protection, no recordings or the PowerPoint presentation will be made available after the course.
  • You will receive the material as well as the link to the course via email, +-24 hours before commencement of the course.  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

Course Dates


Registration fees
Practising legal practitioners and other staff from firms:  R1 550 per person.
Non-practising legal practitioners/others:  R 2 300 per person.

Online course