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Estate Planning and Fiduciary Services Guide 2016

A concise commentary combining all aspects of estate planning and fiduciary services: legal, tax, planning and administrative.

Publication Language: English
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R798.00
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Published:
ISBN/ISSN: 9780409125559

Product details

A concise commentary combining all aspects of estate planning and fiduciary services: legal, tax, planning and administrative.

Estate Planning and Fiduciary Services Guide 2016 covers a broad range of topics from personal / marriage planning through to the legal aspects of various types of trusts, as well as the constitutional aspects and tax considerations. Besides the legal aspects of wills and the administration of trusts and deceased estates, it also covers practical aspects like the drafting of wills and strategies aimed at minimising estate duty. It is the prescribed textbook for various fiduciary qualifications.

Updated annually.

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Table of contents

Part 1 - Fundamentals of fiduciary services and estate planning

Chapter 1 - Role players and ethics in fiduciary services

Chapter 2 - Regulatory compliance with key legislation

Chapter 3 - Marriage and divorce law

Tax

Chapter 4 - Income tax

Chapter 5 - Capital gains tax

Chapter 6 - Estate duty

Chapter 7 - Other taxes and estate planning

Estate Planning

Chapter 8 - Estate planning

Chapter 9 - Strategies aimed at saving estate duty

Chapter 10 - Valuation of limited rights and life expectancy tables

Trusts and administration of trusts

Chapter 11 - Types and uses of trusts

Chapter 12 - Administration of trusts

Wills and the drafting of wills

Chapter 13 - Intestate succession

Chapter 14 - Wills: Objectives and legal aspects

Chapter 15 - Practical and legal aspects of taking instructions and will drafting

Administration of deceased estates

Chapter 16 - Administration of deceased estates

Chapter 17 - Tariffs and fees of various estates