Topics Discussed:

• Acquiring an asset from a Deceased Estate
• Acquiring immovable property from a Deceased Estate
• Sale of assets out of a Deceased Estate
• “Unnatural Causes” on a death certificate: implications for reporting the Estate
• Financial uncertainty after a spouse’s passing
• Safeguarding inherited assets in the face of beneficiary insolvency
• Administration of an Insolvent Deceased Estate
• Liquidity challenges within deceased estates
• Executor fraud, misconduct and removal of an Executor
• Fiduciary duties and personal liability of Executors
• Challenging, contesting and disputing a Will
• Defective Wills and Court validation applications
• Late claims against a Deceased Estate
• Rejected creditor claims and court remedies
• Maintenance claims by surviving spouses and dependants
• Accrual claims and marital regime implications
• Marriages in community of property vs accrual system at death
• Cohabitation relationships and inheritance complications
• Testamentary Trust considerations and minor beneficiaries
• Advances to beneficiaries prior to finalisation of the estate
• Usufructs and bare dominium structures
• Director / Shareholder dies with a credit loan account
• Director / Shareholder dies with a debit loan account
• Death of a business owner or shareholder: business continuity issues
• Close corporation and company interest administration
• Loans between deceased estates, trusts and companies
• Outstanding bonds and impact on surviving co-owners
• Property transfers to heirs and conveyancing requirements
• Property sold subject to heir consent (Section 42 transactions)
• Estate asset valuations and disputes
• SARS compliance, tax clearance and post-death tax risks
• Capital Gains Tax and Estate Duty considerations in complex estates
• Delays caused by SARS audits and outstanding returns
• Claims against joint estates and surviving spouse entitlements
• Guardian’s Fund implications
• Missing heirs and untraceable beneficiaries
• Foreign assets and cross-border estate considerations
• Practical problem scenarios and case study discussions

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:

• Recording of the webinar
• Q&A with the presenter
• Downloadable course material
• Certification of training
• Assessment (optional)
• SAIT Accredited (3 verifiable CPD hours)
• Comprehensive templates included!💥