{"product_id":"deceased-estates-advanced-dealing-with-common-pitfalls-self-study-course","title":"Deceased Estates Advanced: Dealing with Common Pitfalls Self-Study Course","description":"\u003cp\u003eThis session deals with the mistakes that most frequently delay the administration of a deceased estate, trigger Master’s queries, create SARS problems, or expose executors to complaints and liability.\u003c\/p\u003e\n\u003cp\u003eThe session is practical and risk-focused. It draws together the issues from the previous sessions and shows how to prevent common errors before they occur.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cu data-redactor-tag=\"u\"\u003eKey Topics\u003c\/u\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eReporting and Appointment Pitfalls\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cul\u003e\n\u003cli\u003eIncomplete reporting documents.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncorrect death notice information.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eMissing wills or uncertified wills.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eDisputes over executor appointment.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eDelays in obtaining Letters of Executorship.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eActing before appointment.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eDistinguish between Letters of Authority and Letters of Executorship.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003col\u003e\n\u003cli\u003eAdvertisement and Claims Pitfalls\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cul\u003e\n\u003cli\u003eIncorrect section 29 advertisement.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eFailure to advertise in the correct newspaper.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eLate claims.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIgnoring disputed claims.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003ePaying creditors too early.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eDistinguish between secured, preferent, and concurrent creditors.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003col\u003e\n\u003cli\u003eAsset Identification Pitfalls\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cul\u003e\n\u003cli\u003eOmitting assets.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncluding assets that is not an estate asset.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eJoint estate assets.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eTrust assets.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eFailure to identify foreign or digital assets.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncorrect date-of-death values.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003col\u003e\n\u003cli\u003eLiability Pitfalls\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cul\u003e\n\u003cli\u003eIgnoring SARS liabilities.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eFailing to provide for administration costs.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eNot accounting for executor’s remuneration.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncorrect bond settlement calculations.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eOverlooking maintenance claims.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eFailing to identify suretyship exposure.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eTreating disputed claims as final without full and correct information and documentation.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003col\u003e\n\u003cli\u003eEstate Duty and Tax Pitfalls\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cul\u003e\n\u003cli\u003eIncorrect treatment of life policies.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eFailure to include deemed property.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncorrect spouse deduction.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncorrect abatement application.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eFailure to distinguish deceased tax from estate tax.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eDistributing before SARS compliance is finalised.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eNot providing for CGT or post-death income tax.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003col\u003e\n\u003cli\u003eDistribution Pitfalls\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cul\u003e\n\u003cli\u003eIncorrect heir identification.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncorrect intestate calculations.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIgnoring minor heirs.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eMisapplying redistribution agreements.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eAwarding assets without consent.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eDistributing before the L\u0026amp;D Account has laid for inspection.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003ePaying heirs before all liabilities are settled.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003col\u003e\n\u003cli\u003eL\u0026amp;D Account Drafting Pitfalls\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cul\u003e\n\u003cli\u003eIncorrect account structure.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncorrect descriptions of assets.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eMissing vouchers or supporting schedules.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eIncorrect income and expenditure account.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eFailure to balance cash.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003ePoor explanation of awards.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eInadequate notes to the account.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eNot responding properly to Master’s queries.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003col\u003e\n\u003cli\u003eExecutor Risk Management\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cul\u003e\n\u003cli\u003eKeeping proper records.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eCommunicating with heirs and creditors.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eAvoiding conflicts of interest.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eManaging expectations.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eDocumenting decisions.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eWhen to obtain specialist advice.\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\u003cu data-redactor-tag=\"u\"\u003e\u003c\/u\u003e\n\u003c\/li\u003e\n\u003cli\u003eWhen to approach the Master for directions.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"Van Jaarsveld Consulting","offers":[{"title":"Default Title","offer_id":68373867692283,"sku":null,"price":100.0,"currency_code":"ZAR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0801\/3804\/3643\/files\/DeceasedEstatesAdvancedCoursePoster_1.png?v=1792671015","url":"https:\/\/vjctraininghub.com\/products\/deceased-estates-advanced-dealing-with-common-pitfalls-self-study-course","provider":"Van Jaarsveld Consulting","version":"1.0","type":"link"}