Professional Certificate in Estate and Trust Administration


Date: Feb 28, 2020 - Dec 11, 2020

Application fee: R450.00

Once-off: R17,950.00

Lecturer: Prof. Piet Nel CA(SA)
Lecturer: Karen van Wyk CA(SA)

This professional certificate covers the planning and administration of estates, including insolvent estates, incorporating deceased estate administration procedures, the functions of the Master of the High Court, intestate and testate succession, the law of trusts, sequestration and its consequences, and to wind-up both deceased and insolvent estates of individuals and corporates.

The course will also equip participants with the theoretical and practical knowledge required to effectively use trusts and other vehicles in estate planning.


Course overview

After an induction and orientation session the fundamentals of administration of estates are covered including:

  • Intestate and testate succession (complexities of marriage).
  • Estate planning.
  • Law of trusts.
  • Administration of trusts.
  • Administration of deceased and insolvent estates.

Upcon successful completion of the theoretical modules, a series of real-life practical simulations are presented which bridges the gap between theory and successful practical application.


Course delivery

This professional certificate is delivered by The Tax Faculty through the virtual campus and webinar platforms.


Admission requirements

A minimum of a senior certificate with a basic understanding of taxable income and appropriate experience in administration of estates.


Flexible payment options

Payment option 1: Once-off payment
Total: R17 950.00 (incl. VAT).

Payment option 2: Debit order

Application fee (non-refundable): R450.00 (incl. VAT).

Ten instalments: R2 064.00 per month (incl. VAT).
Total: R20 640.00 (incl. VAT).


Payments and cancellations

  • All required minimum payments must be made by direct EFT or by credit card before the commencement of a course.
  • Kindly note that should debit order payment terms not be adhered to; legal action will be taken.
  • Proof of payment may be requested before access to the iLearn platform will be communicated, should your payment not reflect on The Tax Faculty’s bank account.
  • Only written notice of cancellation will be accepted.

Conditions

  • If the cancellation is requested more than 10 working days prior to the course, no cancellation fee will be applicable.
  • If the cancellation occurs less than 10 working days prior to the event a 100% cancellation fee will be applicable.
  • Students who register for a course and fail to attend will be held liable for the full course fee.
  • Course application fee is non-refundable.
  • CPD event delegates who book and fail to attend will be held liable for the full event fee.
  • The Tax Faculty’s liability in the case of a course being cancelled will be limited to a refund of the course fee.

For courses with a six-month (or longer) rollout the following will apply:

  • Should a cancellation be received within six weeks of the course start date, the student will still be liable for 50% of the semester cost.
  • Should the cancellation be received after six weeks of the course start date, the student will be liable for the full semester cost.
  • Students may defer during a six-month course to any other course with a rollout planned for longer than six months.
  • The course application fee is non-refundable.

Why wait?

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