Stay ahead of industry shifts at the 2025 Estate and Trust Masterclass
The 2025 Estate and Trust Masterclass will offer in-depth insights into key topics shaping estate and trust planning today. Attendees will gain practical knowledge on complex estate planning in South Africa, roles and rights within offshore trusts, VAT implications in deceased estates, and ethical considerations in estate and trust planning.
The Masterclass is set to take place online on 17 September and starts at 09h00, with a welcome from Kobus Kühn, CFP®
The first session dives into the nitty-gritty of complex estate planning in South Africa, led by Renate Jute, CFP®. Then, Nitrisha Doorasamy will talk about the roles and rights of beneficiaries and protectors in offshore trusts. After a quick break, Stephan de Wet, CFP® will cover VAT in deceased estates, including what can be taxed and how it impacts everyone involved. Finally, Errol Meyer, CFP® will wrap things up with a session on ethical considerations in estate and trust planning, touching on fiduciary duties and managing conflicts of interest.
Kobus Kühn, CFP® will close the masterclass with a Q&A and closing remarks at 12h45
Meet the speakers
Renate Jude, CFP®
Nitrisha Doorasamy
Stephan de Wet, CFP®
Errol Meyer, CFP®
Online Workshop Details
Date: Wednesday, 17th September 2025
Time: 09h00 - 12h45 CAT
Registration closes: 10th September 2025 at 15h00
Venue: This is an online event only; a link will be sent to all paid registrants beforehand to join the live session; a recording will also be made available if you can’t attend on the day
Online Workshop Pricing
FPI - Designated members - (CFP®, RFP ®, FSA ®)
R 525 (inclusive of VAT) per individual
Non-members
R 625 (inclusive of VAT) per individual
Bulk Bookings
R 525 (inclusive of VAT) per individual - Bulk booking requires 10 booked at once.
