Overview

While we know that two things in life are certain, death and taxes, managing the administrative complexities of a deceased estate leaves many of us feeling uncertain. As noted by philosopher Ralph Waldo Emerson, knowledge is the antidote to fear or uncertainty.

Join Carmen Westermeyer as she provides a practical, easy-to-follow overview of the processes and responsibilities related to the administration of a deceased estate, with particular attention given to the latest big developments in case law surrounding the meaning of the word “spouse”. We’ll also look at alleviating frustrations like where to find information to get the process started, as well as where and how to file returns correctly. Make sure you’re not following outdated procedures now that online service offerings have been made available by the Master’s Office.

Upskill yourself by delving into the requirements outlined in the Administration of Estate Act, the Wills Act, and the Intestate Succession Act. By the end of this webinar, you will be able to answer the question that many of us ask ourselves: Where do I start when I need to deal with a deceased estate?

Webinar Content

• Correct processes to register the Estate
• What to look out for when dealing with the administration of estates
• Forms and paperwork required by the Masters Office
• Responsibility of the Executors
• New case law including recent developments in the definition of the term “spouse”
• An overview of the L&D account

Competencies developed in this webinar

• Understand the legal requirements of drafting a valid will
• Ability to advise on the interplay between wills and intestate succession
• Stay current with recent developments in inheritance-related case law
• Comprehend the requirements of the Administration of Estates Act
• Be informed about modernised processes for deceased estates at the Master’s Office
• Easily recognize the responsibilities of an Executor
• Gain insight on how an L&D is to be drafted

Presenter

Carmen Westermeyer

BCom(Honours Accounting) [UND] CA(SA)

Carmen Westermeyer graduated in 2001 from the University of Natal, Durban (now UKZN), with a BCom Honours degree in Accounting and completed her articles with PwC, where she remained until 2006. She has been a member of SAICA since then.

In 2008, she started her academic career at UKZN, where she performed a number of functions, taking on the role of Academic Leader for Taxation. On leaving academia in 2013, Carmen has been providing training and consulting services to the profession. She has presented on behalf of various professional bodies, such as SAICA, FASSET, CSSA as well as providing in-house training to numerous accounting firms. The topics covered include all aspects of income tax, VAT, estate duty as well as the health levy (sugar tax). In addition, she regularly consults on tax matters as well as assisting with SARS disputes.

She is also the Chair of the SAICA Eastern Region Tax Committee, a member of the SAICA National Tax Operations Committee and is an Accounting Member of the Tax Court.

CPD

Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hours of Tax CPD.

Event Investment

Free for Tax Technicians, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.

• Regular price:  R460.00
• Special rate for SAIT members:  R368.00
• Group booking discounts available when you register for a group.

Payments and cancellations

• All payments must be made by EFT or by credit card, at least three working days before commencement of an event.
• Kindly note that should payment not be received two days after the event, legal action will be taken.
• Proof of payment will be requested at registration if payment does not reflect in The Tax Faculty’s bank account.
• Only written notice of cancellation will be recognized.
• Conditions:
  • If the cancellation occurs more than four working days prior to the event no cancellation fee will be charged.
  • If the cancellation occurs less than four working days prior to the event, a 100% cancellation fee will apply.
• Delegates who book and fail to attend will be liable for the full event fee.
• The Tax Faculty’s liability in the case of an event being cancelled will be limited to a refund or credit of the event fee.
• Please click here for the full terms and conditions.