The final session of the conference brings together the knowledge gained throughout the series in an interactive, case study-based workshop.
Delegates will have the opportunity to submit real-life deceased estate administration, taxation and trust scenarios prior to the session for discussion by the presenters.
Using practical examples drawn from actual practice, the presenters will analyze each case, identify the legal and tax implications, discuss potential solutions, and highlight common pitfalls and best practice approaches.
This collaborative session provides valuable insight into complex estate administration matters while allowing delegates to benefit from the experiences and questions of fellow practitioners.
Topics Discussed:
- Discussion of delegate-submitted case studies
- Practical application of deceased estate, taxation and trust administration principles
- Common challenges encountered in practice
- Legislative and compliance considerations
- Practical guidance and professional insights
- Interactive questions and discussion with the presenters
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.
Miss Galanies Vonofakidis
Galanies serves as Head of Taxation at The Finsolve Group and is currently pursuing a Bachelor of Accounting Sciences in Taxation through UNISA. As a member of the South African Institute of Taxation (SAIT), she brings extensive practical experience across a wide range of South African tax matters. Passionate about professional development and sharing her knowledge, Galanies delivers engaging, practical training that simplifies complex tax concepts and equips delegates with the confidence to apply tax principles effectively in the workplace.
All Included:
- Recording of the session
- Q&A with the presenter
- Downloadable course material
- Certificate of training
- Assessment (optional)
- SAIT Accredited (2 verifiable CPD hours)