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所在平台: Udemy |
课程主页: https://www.udemy.com/course/deceased-estates-process-course-last-will-testament/
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课程名称：遗产管理：遗嘱与遗嘱信 课程概述：拥有有效的遗嘱对许多人来说非常重要，其中最关键的原因之一是为执行人提供明确的指示。遗嘱确保您的资产和个人财物按照您的意愿分配给您所希望的继承人。如果没有一份法律有效的文件来明确这一点，您的遗产可能不会按照您的愿望进行分配。 讨论主题包括： - 撰写有效的遗嘱 - 遗嘱的合法签署 - 制定遗嘱的能力 - 离婚或婚姻无效对遗嘱的影响 - 3个月的宽限期 - 鼓励客户每年至少审查一次他们的遗嘱 - 鼓励客户每年至少列出一次他们的资产 - 火化/器官捐赠 - 谁可以作为遗嘱的见证人 - 有效遗嘱的法定要求和形式 - 1953年第7号遗嘱法第2条 - 如果签署的遗嘱不符合形式要求 - 1953年第7号遗嘱法第2(3)条，法院有权宣布遗嘱有效 课程内容包括： - 视频讲解 - 可下载的课程材料 - 培训证书 - 可选评估 - SAIT认证 - 4个可验证的继续专业发展积分 讲师介绍：Lize Muller Lize在遗产管理领域拥有丰富的经验，自2001年以来一直从事已故遗产的管理。她拥有AIPSA破产法文凭，并获得了遗产管理、持续法律教育和南非律师协会的证书。Lize决定分享她在这一领域的丰富知识，帮助希望踏上这一旅程的学习者。 职业成就包括： - 超过220次担任遗嘱执行人，包括遗嘱和无遗嘱遗产 - 在遗产管理要求方面作为其他执行人的顾问 - 处理各种复杂的遗产 - 参与成功的高等法院诉讼，解决继承人和受益人争议 - 协助处理国际遗产，包括英国、德国、苏格兰和西班牙的当地任命 - 撰写超过2300份遗嘱 - 担任第一国民银行及其他第三方指定的遗嘱执行人 本课程适合希望深入了解遗嘱与遗产管理的学习者，通过专业的培训和丰富的经验积累，获得实用的理论和实践知识。
Having a will is important for many reasons, however giving directions to an Executor, is one of the most important and valuable reasons. A will ensures that your assets and personal possessions are divided up among those individuals you wish to inherit them. Without a legally valid document setting this out, your estate will not necessarily be bequeathed according to your wishes.Topics Discussed:Drafting of a valid Last Will and TestamentSigning of a valid Last Will and TestamentCompetency to make a Last Will and TestamentEffect of divorce or annulment of marriage on will - 3 months grace periodEncourage your client to review their Last Will and Testament at least once a yearEncourage your client to make a list of their assets at least once a yearCremation / organ donationWho can sign as witnesses to a Last Will and TestamentStatutory requirements / formalities of valid Last Will and Testament - section 2 of the Wills Act no 7 of 1953If signed Will does not comply with formalities - section 2(3) of the Wills Act no 7 of 1953 - Court to declare Last Will and Testament validAll Included:Video presented courseDownloadable course materialCertificate of trainingOptional assessmentSAIT Accredited - 4 verifiable CPD points-----------------------------About the Presenter:Lize MullerLize is seasoned in the Administration of Deceased's Estates as she has been administering deceased estates since 2001. Lize has an AIPSA Diploma in Insolvency Law and obtained a certificate in Administration of Deceased's Estates, Continuing Legal Education and the Law Society of South Africa.Lize has now decided to share her vast knowledge on the subject to learners wanting to embark on this journey.Some achievements throughout her career:over 220 appointments as Executor in both Testate and Intestate Estatesact in advisory capacity to other appointed Executors as to estate administrative requirementshave held appointments in various complicated Estatesvarious Estates which included successful High Court Litigation in relation to heir and beneficiary disputesvarious Estates which included successful PIE Applicationsassisted with International Estates, including UK, Germany, Scotland and Spain by obtaining local appointmentsdrafted over 2300 Willsdrafting of International Willsaccepted various nominations by First National Bank and other third parties as Executorreferral Estates from various Firms of Attorneysassisting / acting as Administrator for various Firms of
