Estate Planning and Tax digital seminar
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<p><strong>By: FPI</strong></p>
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<p>The Estate Planning and Tax digital seminar, includes a range of specialised topics from our speakers.</p>
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<p>In this session, Carmen Venter, CFP will share her knowledge and experience in dealing with Estate Planning and Tax, while David Thomson, CFP will discuss certain pitfalls in this environment.</p>
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<h2>Meet the speakers</h2>
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<figure class="wp-block-image size-large"><img src="https://cvrdevelopment.wpengine.com/wp-content/uploads/2020/07/Screenshot-2020-07-06-at-15.28.34.png" alt="" class="wp-image-143247"/></figure>
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<h3>Seminar Details:</h3>
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<p><strong>Date: </strong>Thursday, 09 July 2020.<br><strong>Time:</strong> 08h30 - 14h30<br><strong>CPD:</strong> 4.5 Technical<br><strong>Cost:</strong><br>R 750.00 Members<br>R 900.00 Non-members</p>
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<p><strong><em>Online event only. Link to be sent to registrants beforehand.</em></strong></p>
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<h4><a href="https://www.fpi.co.za/fpi/Events/EventDashboard.aspx?EventKey=CPD023_01">Register for the online session here</a></h4>
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<h3>Programme</h3>
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<p><strong>08h30 - 08h45</strong> (Welcome)<br>Lelane Bezuidenhout, CFP - FPI CEO</p>
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<p><strong>08h45 - 10h00</strong><br>Carmen Venter, CFP</p>
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<p><strong>Retirement fund contributions</strong></p>
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<ul><li>Contributions which are estate dutiable</li></ul>
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<p><strong>Capital gain tax on death</strong></p>
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<ul><li>Deemed disposal</li><li>Deceased estate disposal</li></ul>
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<p><strong>10h00 - 10h20 </strong>(Comfort break)</p>
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<p><strong>10h20 - 11h35</strong><br>Carmen Venter, CFP</p>
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<p><strong>Donation tax</strong></p>
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<ul><li>Deceased estate and surving spouse as donor</li></ul>
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<p><strong>Estate Duty</strong></p>
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<ul><li>Dutiable assets, deductions and valuations</li><li>Securities Transfer Tax</li></ul>
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<p><strong>11h35 - 11h50</strong> (Comfort break)</p>
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<p><strong>11h50 - 12h40</strong><br>Carmen Venter, CFP</p>
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<ul><li>Pre-nuptial Contract</li><li>Accrual claims</li><li>Trust a creditor/debtor</li><li>Donation of limited interests</li></ul>
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<p><strong>12h40 - 13h05</strong> (Lunch Break)</p>
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<p><strong>13h05 - 13h30</strong><br>Carmen Venter, CFP</p>
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<p><strong>Law of succession</strong></p>
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<ul><li>Substitution</li><li>Residual heirs</li></ul>
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<p><strong>Maintenance of surving spouse Act</strong></p>
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<ul><li>Maintenance Agreement</li></ul>
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<p><strong>13h30 - 13h45</strong> (Comfort Break)</p>
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<p><strong>13h45 - 14h30<br></strong>David Thomson, CFP</p>
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<p><strong>Pitfalls in Estate Planning</strong></p>
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<ul><li>Wills</li><li>Deceased Estate</li><li>Trusts</li></ul>
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