In today’s corporate world, many staff members hold business interests, key-person dependencies, or personal estates that mesh with their professional lives.
This course will help businesses offer their employees a valuable benefit: understanding how estate planning and deceased-estate administration link with business succession, leadership continuity, and personal legacy.
We will incorporate the latest legislation, recent South African case-law developments and practical workplace-relevant scenarios to make it both technical and accessible for business professionals.
Topics Discussed:
- Overview of the legal framework: the Intestate Succession Act 81 of 1987, the Wills Act 7 of 1953, and recent case-law impacting succession and estate planning. For example modern interpretations of “intestate” scenarios and digital asset inclusion
- Business succession and estate planning overlap: how to structure a business owner’s estate so that the business survives death or incapacity, and how staff / successors are impacted. E.g., disposing of company shares, buy-sell agreements, continuity
- Practical estate-administration challenges in a business context: roles of executors/trustees when business interests are present; dealing with co-ownership, digital assets, common delays and how to mitigate them
- Action plan for employees and employers: what staff should know about their own estate planning (especially key persons, shareholdings, interdependencies) and what employers can offer as part of staff benefit programmes (educational sessions, checklists, referral to advisors)
Presented by: Mrs Jade Theart (LL.B. ; LL.M (Commercial Law); Adv Estate Planning; Adv. Business Rescue)
Jade is an admitted attorney with over 10 years of post-qualification experience in law, specialising in estate planning, deceased estate administration, property law, and contractual law. In the area of estate planning, Jade provides comprehensive legal support, including the drafting and reviewing of last wills and testaments and related estate planning instruments. She is experienced in the administration of deceased estates ensuring compliance, efficiency, and sensitivity in managing the wishes of the deceased and the rights of beneficiaries. Jade’s professionalism, attention to detail, and client-focused approach plays an integral role in delivering high-quality legal services within the Finsolve group.
All Included:
- Video presented course
- Downloadable course material
- Certificate of training
- Assessment (optional)
- SAIT Accredited (2 verifiable CPD hours)