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
All Included:
- Recording of the session
- Q&A with the presenter
- Downloadable course material
- Certificate of training
- Assessment (optional)
- SAIT Accredited (3 verifiable CPD hours)