Contact:
Martin Barnard
B Square Seminars
info@b2square.co.za
+2711 024 5883
Stefan Strydom - Co Presenter
Gert van der Berg - Co Presenter
About the seminar
Some of the key areas that will be covered during the seminar are:
Estate Planning and Wills
Law of Trusts
- Essential elements
- Parties to a trust
- Amendment of inter vivos trust deed
- Acceptance of benefits
- Recent Potgieter and Jordaan cases
- Various trusts Trust types
- Trust clauses: the good the bad and the ugly
- Trust through the cases
- Piercing the corporate veil (creditors)
- Piercing the corporate veil (divorce)
- Resignation of trustees
- Importance of trustees’ resolutions
- Freedom of Testation vs constitutionality
Trusts and Taxation
- Income tax
- Estate duty
- Capital gains tax
IFRS for SME's Seminar -
West Rand
18 October 2012
Company Sec A-Z Part Time
Gauteng
Company Sec Full Day Seminar
Gauteng
SARS Practitioners Meeting
West Rand
14 November 2012
SARS Practitioners Meeting
West Rand
17 November 2012
Trust & Estate Planning Seminar
Gauteng
Annual Tax Update Seminar
Gauteng
5 December 2012
Company Sec A-Z Part Time
Gauteng
Company Sec A-Z Part Time
Limpopo
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Trust and Estate Planning Seminar
B Square Seminars hereby invites you to attend the Trust and Estate PlanningSeminar / Workshop. We incorporated not only Trusts, but also Estate planning, Wills and the tax implications of the afore mentioned. The latest court cases related will also be dealt with. Each attendee will receive a comprehensive guide comprising notes as well as the slides.
In attending you will also qualify for 4 hours of verifiable CPD.
FREE 4GB Memory stick
to the first 5 PAID registrations received
Event Objective
This half day event aims to give delegates a better understanding of some do's and don'ts around trusts, the latest in case law rulings as well as which specific clauses one should add in order to have a properly drafted trust deed. Various tax aspects will also be discussed
About the presenters
Gert van der Berg
Gert is an Associate Director – Estate and Trusts in the Advisory Services Department of Pricewaterhouse Coopers. He holds a B.CIV. IURIS from the University of the Orange Free State and a LLB from UNISA.
He held the position of Acting Assistant Master in Bloemfontein, Trust manager at the then Boland Bank and was in private practice focussing on Estate and Trust advisory services.
He has also been the co-author with Dr PA Olivier and Stefan Strydom of publication like; Trust Law and Practice, Praktiese Boedelbeplanning and Trust Law through the Cases.
Gert has presented seminars countrywide on estate planning, trusts and administration of estates and more specifically for organizations like SAICA, the LAW SOCIETY, REGSLUI VIR AFRIKAANS and various others. He lectures at the University of Pretoria to students studing towards a Masters Degree in Taxation and has acted as guest Lecturer on a regular basis at various Universities.
Stefan Strydom
Stefan holds a B. Comm (Honns), CTA as well as a B. Comm (Law), LLB, LLM, LLD from the University of the Potchefstroom. He is also currently enrolled at UP for a diploma course in Capital Gains Tax.
He is a Chartered Accountant and is currently employed as Associate Director in the Trusts and Estate division of Pricewaterhouse Coopers.
Stefan is the Co-author of the book “Trustlaw and Practice” together with Prof. PA Olivier and G. van der Berg and Co-author of the publication “Trusts through the Cases” together with G. van der Berg.
He has acted as main presenter on various half day and full day seminars during 2006 – 2012 on law of trusts & estate planning, amongst others for SAICA, FPI & SAIPA; acted as presenter on various occasions on Budget reviews; various discussions on radio on RSG’s moneyweb; and is author of various articles on tax and estate planning in the Blue Chip Magazine. He is a member of the SAICA tax Committee in the Free State.
Should be attended by:
This event will suit delegates who currently work in the company secretarial environment, tax practitioners, accountants and auditors, financial and estate planners as well as high net-worth individuals.
Seminar agenda08:00 Registration and refreshments
08:30 Seminar commences
10:00 Mid-morning refreshments
13:00 Close and acknowledgements
Seminar investment
Early bird SPECIAL - Pay before 1 November 2012 and qualify for R100 DISCOUNT
This seminar counts a maximum of 4 hours of verifiable CPD.
Your CPD investment will be R 695-00 (Excl 14%VAT).
Please click on the link below to comfirm your registration once you made your payment.
Payments can be made to:
B Square Networking (Pty) Ltd
FNB Clearwater Mall
Branch # 251 141
Cheque account # 6235 734 0068
PLEASE NOTE:
Be sure to use your [name + event date] as reference when making your payment, ie. MCBarnard20110208
Click on the most suitable venue from those available below to register.
Terms and Conditions
- No shows on the day of the event will be charged 100% of the course price. A substitute delegate is welcome at no extra cost.
- Delegates may transfer their registration to another event, once at no charge - provided we are informed at least 5 working days before the event. For last minute transfers or transfers made inside of the 5 working days, a late transfer fee of 20% will be charged.
- You may cancel your registration, in writing, up to 7 working days before the event takes place, incurring a 10% administration cost. Cancellations made inside of the 7 days will be liable for the full fee.
- Unfortunately, no refund can be given to delegates who do not attend without giving prior notice.
- B Square reserves the right to cancel the event, change the speaker or to change the venue.
- Please note, once your registration form is received, you will be issued with a tax invoice. Payment, or proof thereof or an order number must be received the day before the event.
- Should you have any specific dietary requirements, there could be an additional charge levied by the venue.
- If you do not receive communication - outlining participation details - after registration, please contact B Square immediately.