The Law as it affects Estate Planning and Trust online course


The aim of this short course is to provide an overview of the key legislative aspects relevant to estate planning and trusts, and to discuss recent developments in the field.

The course aims to refresh the knowledge and application skills of financial planning students, financial planners, professional advisers and fiduciary practitioners who have a foundational knowledge of the legislation relevant to estate planning (wills, intestate succession, trusts and the patrimonial consequences of the different marital regimes – including the relevant taxes) and who wish to recap and update their knowledge.

Once you have successfully completed this course, you will be able to:
  1. Determine the relevance of legislation in the estate planning process.
  2. Apply knowledge of the legislation relevant to estate planning and trusts with a view to providing appropriate advice.
  3. Explain recent developments in the law affecting estate planning and trusts.

Online course details


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