The administration of Deceased Estates is one thing, but dealing with real life issues is quite another. This session wishes to explore the most common pitfalls that Lize Muller has experienced during her 25 year career and how these issues were dealt with.

Knowing and understanding the theory is the first step in the winding up of deceased estates, but there will always be scenarios that requires human intervention, specifically from the executor.

This course is developed from an interactive session and real-life examples are discussed.

Topics Discussed:

• a dependent claims that they have not been properly provided for under the Will
• a dispute arises with respect to the care of children
• beneficiaries feel the Executor's or Administrator's fees are too high or not appropriate
• a dispute arises over the sale of property or personal assets
• a creditor alleges that a disputed debt is owed to them
• someone refuses to turn over an asset belonging to the estate
• joint ownership of assets and disclaimers
• digital records and passwords
• filing a late estate claim
• deceased had other children nobody knew about
• Under estimation of Estate Duty
• Personal loan accounts owed to companies/ business from deceased borrowed from business then payable back on death
• cash shortfall
• possible capital gains tax
• outstanding tax returns and TAX owed
• intestate succession – consent by all heirs
• estate planning
• old outdated Wills
• Divorce orders – i.e immovable property not transferred at date of divorce order
• Maintenance i.t.o divorce orders

All Included:

• Video presented course
• Downloadable course material
• Certificate of training
• Assessment (optional)
• SAIT Accredited - 2 verifiable CPD points