Trusts remain one of the most effective tools for estate planning, asset protection and wealth preservation, but only when they are established, administered and governed correctly.
This practical masterclass explores the complete trust lifecycle, combining the legal framework with practical guidance on trust administration, governance and strategic planning.
Delegates will gain a practical understanding of modern trust practice, supported by recent legislative and case law developments.
Topics Discussed:
- Understanding trusts and the legal framework
- Establishing and structuring trusts
- Types of trusts and their practical applications
- Trustees, beneficiaries and fiduciary responsibilities
- Trust administration, governance and compliance
- Trust assets, contracts and distributions
- Overview of Taxation and strategic trust planning
- Business, offshore and estate planning considerations
- Termination of trusts and recent legislative developments
- Practical examples and case studies and professional guidance
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 session
- Q&A with the presenter
- Downloadable course material
- Certificate of training
- Assessment (optional)
- SAIT Accredited (3 verifiable CPD hours)