Estate Planning, Trusts and Taxation (Certificate)

Milpark Business School
Cape Town, Durban, Gauteng, South Africa

Course Format: Classroom | E-learning | Virtual Class | Online | On-site | Blended | Self-paced

Course Description:

'' This short course serves as an introduction to three key components of the fiduciary services environment:
estate planning, trusts and taxation. On completion of the course, the learner will have a good
understanding of the main principles of estate planning, the drafting of Wills, different types of trusts, the
importance of succession planning and the tax implications of estate planning.
This short course is suitable for learners employed in the fiduciary services sector, in an advisory or in an
administrative role. It is suited to learners who do not have the relevant training, accreditation or
qualifications required to operate in the fiduciary services environment.
ADMISSION REQUIREMENTS
A knowledge, comprehension and application of the English language at NQF level 4 (Grade-12 or
equivalent level).
CERTIFICATION
On successful completion of the programme, the learner will receive a Short Course Certificate in Estate
Planning, Trusts and Taxation from Milpark Business School. This short course is presented at NQF level 6.
EXIT-LEVEL OUTCOMES
The qualifying learner should be able to:
Explain the estate planning process and apply the process to the circumstances of a particular client.
· Make recommendations on the testamentary of a client
· Explain the working and application of the Administration of Deceased Estates Act
· Explain the working of limited interests and determine the value of these interests
· Explain the working of a trust with reference to the creation and operation of a trust and the
parties involved
· Apply the principles of donations tax in order to calculate the tax due in particular circumstances
· Apply the principles of the Estate Duty Act to the circumstances of a particular client
· Identify and determine the impact of capital gains tax on the estate of a client
· Explain different estate planning techniques with reference to the saving of estate duty.
PROGRAMME OUTLINE
Estate planning: an introduction.
Distribution of assets by Will.
Administration of deceased estates.
Limited interests.
Trusts.
Donations tax.
[Version 9a]
Estate duty.
The impact of capital gains tax on estate planning.
Estate planning techniques.
Estate planning �practical application. ...''

Phone:021 674 0111

School Address:

Corner Main Road East and Landau Terrace
Mellville Extension 2
PO Box 91714
Auckland Park
2007

4 Derby Place
Derby Downs
University Road
Westville, 3631
PO Box 2248
Westville
3630

2nd Floor Sunclare Building
Cnr Protea and Dreyer Street
Claremont
Postal Address: PO Box 44235
Claremont
7735



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