Estate planning and wills 2025

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.

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.

Join us for an eight-hour course, held over four days.

When and where?

2 to 5 June 2024, 14:00 to 16:00 SAST

This course will be held remotely, most likely on Zoom.

Who will benefit from this course?

All practitioners (attorneys, financial and other advisers) and laymen, especially those seeking to broaden their horizons with regard to holistic estate planning and wills in South Africa. Lawyers who would like to update their knowledge.

Presenter

Renette Hendriks has been with Personal Trust (Pty) Ltd for 16 years and currently serves on the board as Director of Legal and Fiduciary Services. She studied law at the University of Stellenbosch where she served as Junior Lecturer and obtained a Masters Degree in 2002. She further obtained a Post Graduate Diploma in Financial Planning from the University of the Free State in 2019.

She started out her career in the fiduciary industry at PricewaterhouseCoopers in 2002 and was admitted as an Advocate of the High Court of South Africa in the same year. She went on to join Standard Executors and Trustees, the fiduciary division of Standard Bank, in 2003 where she fulfilled the role as Senior Manager. She joined Personal Trust in 2007.

How much?

R3, 960 per person

Certificate

A certificate of attendance from UCT will be issued to those who attend the full course.

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