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所在平台: Udemy |
课程主页: https://www.udemy.com/course/deceased-estates-process-course-process-after-loe-is-issued/
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课程总结：已故遗产管理：执行人信函发出后的流程 本课程旨在指导学员在获得执行人信函后，如何有效地管理已故遗产的行政流程。课程将探讨在获得授权信函的情况下，虽然所需的行政工作相对较少，但仍需处理已故遗产的所有资产与负债。已故遗产涵盖了已故者的所有资产与负债，其主要目标是确保所有资产被收集，负债被偿还，以便能够向继承人进行分配。 课程内容涵盖以下主题： - 资产收集 - 开设已故遗产的银行账户 - 确认债权人及其索赔/偿还时间 - 联系金融机构、银行、保险公司 - 车辆管理 - 不动产事务 课程包括： - 视频授课 - 可下载的课程资料 - 培训证书 - SAIT认证 - 4个可验证的继续专业发展学分 讲师介绍： Lise Muller自2001年以来一直从事已故遗产的管理工作，经验丰富。她持有破产法的AIPSA文凭，并获得了已故遗产管理、继续法律教育及南非法律协会的证书。她希望将自己在该领域的丰富知识分享给有志于学习的学员。 讲师职业成就包括： - 担任超过220个遗产的执行人（包括遗嘱和无遗嘱遗产） - 以顾问身份协助其他执行人处理遗产管理事宜 - 涉及多起复杂遗产的高等法院诉讼 - 处理国际遗产事务，包括英国、德国、苏格兰和西班牙的当地任命 - 起草超过2300份遗嘱 此课程适合那些希望深入了解已故遗产管理流程的学员。
A letter of Executorship has now been issued and the administration process can begin.Far less admin is required where a Letter of Authority is issued, but you as still obliged to deal with all the assets and liabilities of such a deceased estate, which we will be discussed during this session.The deceased estate comprises of all the deceased's assets and liabilities and the main object of the administration process is to ensure that all assets of the deceased are gathered, liabilities are paid in order to make a distribution to heirs.A deceased cannot own any assets and/or liability after the administration process has been completed.Topics Discussed:Gathering of assetsOpening of estate late banking accountEstablishment of creditors / creditor's claims / when creditors get paidWrite to financial institutions / banks / insurance companiesVehiclesImmovable propertyAll Included:Video presented courseDownloadable course materialCertificate of trainingSAIT Accredited - 4 verifiable CPD points --------------------------------About the Presenter:Lise 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
