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Deceased Estates - Unique & Specific Transactions
5 students

Deceased Estates - Unique & Specific Transactions

Understanding unique and specific transactions
Last updated 9/2024
English

What you'll learn

  • Acquiring an assets and property from a Deceased Estate
  • Safeguarding inherited assets in the face of insolvency
  • Administration of an Insolvent Deceased Estate
  • Late claims against the Deceased Estate Usufructs

Course content

2 sections • 5 lectures • 2h 24m total length
  • Introduction16:23

Requirements

  • No prerequistes required

Description

When administering the winding up of a deceased estate, it is important to know that each estate is unique, and that the information may not always fit your particular circumstances.

This session has been designed to discuss unique circumstances and specific transactions that needs to be dealt with in the winding up of the estate.


Topics Discussed:

  • Acquiring an asset from a Deceased Estate

  • Acquiring a property from a Deceased Estate

  • “Unnatural Causes” on a death certificate: Implications for Reporting the Estate

  • Financial uncertainty after your spouse’s passing

  • Safeguarding inherited assets in the face of insolvency

  • Administration of an Insolvent Deceased Estate

  • Executor Fraud

  • Challenging, Contesting and Disputing a will

  • Late claims against the Deceased Estate

  • Usufructs

  • Director/Shareholder dies with a credit loan

  • Director/Shareholder dies with a debit loan


All Included:

  • Video presented course

  • Downloadable course material

  • Certificate of training

  • Assessment (optional)

  • SAIT Accredited - 4 verifiable CPD points


About the Presenter:

Lize Muller

Lize is seasoned in the Administration of Deceased’s Estates as she has been administering deceased estates since 2001. Lize has an AIPSA Diploma in Insolvency Law and obtained a certificate in Administration of Deceased’s Estates, Continuing Legal Education and the Law Society of South Africa.

Lize has now decided to share her vast knowledge on the subject to learners wanting to embark on this journey.

Who this course is for:

  • Employees, Managers, Financial Staff and Individuals