The Professional Development Project of the Faculty of Law, UCT, is pleased to offer the following course in
ESTATE AND FINANCIAL PLANNING-25TH and 26TH of OCTOBER 2010
(MEMBERS OF THE FPI WHO ATTEND BOTH DAYS OF THIS COURSE WILL BE ENTITLED TO CLAIM 13 CPD POINTS)
An estate and financial plan has to incorporate not only the needs and preferences of the estate owner, but also the existing law, tax legislation and economic factors. All these factors have a bearing on each subsequent step in the process. Estate and Financial Planning is not a once off process and in most instances the scope of the planning will lie somewhere between the elementary and the comprehensive depending on the size and the complexity of the planning that has to be done.
It is however important that all concerned in the Estate Planning Process should have a good understanding of:
* Marriage and matrimonial property law which is the starting point of the estate planning process;
* The law of succession, limited rights and the calculation of limited rights (usufructs, fideicommissum and annuities)
* Estate Duty, Capital Gains Tax and Donations Tax implications in Estate Planning
* Generally used Estate Planning Techniques
* Massing of estates: the practical implications with reference to the Estate Duty, Donations Tax, Transfer Duty, VAT and Capital Gains Tax Implications
* Inter Vivos Trusts with reference to their use in the estate planning process, the legal structure, the tax implications as well as the potential pitfalls to avoid.

This two day course aims to give you an overview of all of these and is suitable for newcomers to the profession as well as those who have already been in the business for some time and want to have an update on developments in the industry and techniques.
Who should attend…..
Auditors, bookkeepers consultants in insurance companies those working for Trust Companies, bankers, financial planners in banks, financial planners in private practice and attorneys.
Cost:      R 3000, 00 which includes teas, lunches, and course notes
Closing date for registration: Friday 15 October 2010
Please contact Irèna Wasserfall (telephone 021 650 5621) or Shani Vavruch (telephone 021 650 5413). Fax 021 650 5662; e-mail This e-mail address is being protected from spambots. You need JavaScript enabled to view it / This e-mail address is being protected from spambots. You need JavaScript enabled to view it   OR see the Law Faculty Website http://www.law.uct.ac.za/profshort/docs/EstatePlanning2010