Research shows that 70% of wealthy families lose their wealth within two generations. A key reason is the absence of, or poorly executed, estate planning.
This webinar explores practical strategies to manage the risks of wealth erosion and destruction. Critical areas of focus include financially illiterate heirs, proper tax planning, liquidity issues in estates, and protection against opportunistic individuals. Participants will gain insight into a variety of strategies, along with their advantages, disadvantages, and common pitfalls.
Presenter:
Louis holds the degrees BA, LLB and LLM from RAU (now UJ), the Advanced Certificate in Leadership from UCT and the Advanced Post-Graduate Diploma in Financial Planning (cum laude) from UFS. He started his career as a public prosecutor and state advocate before moving to Old Mutual as a legal adviser in 1990. Louis held senior management positions in Old Mutual Trust and BoE Trust (now Nedgroup Trust) until 2012 when he took early retirement. He was CEO of the Fiduciary Institute of Southern Africa until 30 September 2025 and is director of trust services at Finlac Risk and Legal Management (Pty) Ltd, a fee based financial planning practice in Cape Town. Louis lectured part-time at the University of the Free State in the 1990’s (mercantile law), Milpark Education (2013 – 2016), Stellenbosch University (2013 – 2016), the University of Stellenbosch Business School (2015 – 2017), and the University of the Western Cape (2022). He is co-author of the LexisNexis publication “Fiduciary Services Handbook.” Louis is an advocate of the High Court of South Africa (non-practising) and holds the designations CFP®, FPSA®, and TEP.
Attending this webinar and the successful completion of the online assessment will secure a certificate of completion for 2 hours of Tax CPD.
Free for Tax Technician, Tax Practitioner, Tax Accountant CPD subscribers and Practice Packages. Not a CPD subscriber yet? Click here to register now.
Regular price: R460.00
SAIT member special discounted rate: R368.00
Group booking discounts available when you register for a group.
Payments and cancellations