Wills and Testamentary Trusts (Seminar)

Estate planning | Drafting & Case Law Updates

Holistic approach to estate planning using wills and testamentary trusts

Brush up on knowledge and acquire advanced skills.

Day 1 : Taking proper instructions, interpreting and understanding wishes of testator. Estate planning.
Day 2 : Drafting wills – basic provisions, standard clauses, complicated clauses and conditions.
Day 3 : Drafting testamentary trusts – proper provisions for particular purposes.

General discussions on case law, electronic wills, digital assets.

SEMINAR FOCUS ON ...

  • Listen to client, take detailed instructions & record properly
  • Understand intention & interpret wishes
  • Advise what can & cannot be done
  • Estate planning
  • Preparation work
  • Draft & check – Individual clauses & content as a whole
  • Formalities
  • Ensure estate is capable of administration

PRESENTER: CERIS FIELD 

Ceris Field - BA LLB (UCT) was admitted in 1987. She is an attorney, notary and conveyancer and specialises in wills, estates and trusts. Ms Field lectures on drafting of wills and the administration process involved in deceased estates throughout South Africa. She has been a presenter with LEAD for 19 years and consistently receives excellent feedback from her students. Even if you have attended past seminars, every year her presentations introduce something new and exciting.
View her credentials on www.fieldslaw.co.za

Download Brochure and Registration form - Wills & Testamentary Trust

REGISTRATION FEE (VAT Inclusive)

The registration fees are substantially subsidised for practising attorneys and candidate attorneys.
The fees include event material and refreshments.
1.    Practising attorneys: R 4 350.00 per person
2.    Candidate attorneys: R 4 230.00 per person
3.    Practising attorneys from firms further than 150 km from closest venue: R 4 010.00 per person
4.    Non-practising attorneys/others: R 7 500.00 per person

Enquiries: Seminar Department at e-mail: Seminars@LSSALEAD.org.za or tel: 012 441 4644/4690/4613/4600.

Centre Dates
Bloemfontein 24 - 26 May 2017
Durban 16 - 18 August 2017
Cape Town 13 - 15 September 2017
Pretoria 11 - 13 October 2017
Johannesburg 15 - 17 November 2017