Wills - two workshops

This workshop series is presented by Professor Linda Schoeman-Malan, emeritus professor in the Faculty of Law at the University of Pretoria.  

 

Workshop 1: The Wills Act 7 of 1953 - A holistic discussion

Some of the definitions in the Wills Act were changed and some sections regarding revocation, representation, and interpretation were added to consolidate aspects of the testate law of succession.

This workshop will focus on:
⦁ all sections of the Wills Act; and
⦁ certain pitfalls relating to the Act which should be kept in mind when a will is drafted and/or executed.

A holistic approach to the formalities, condonation power, new acts of revocation, automatic lapsing, statutory accrual, representation, statutory interpretation rules, and the competency to make a will and incompetency to benefit from a will, will be discussed with reference to recent case law that deals with specific sections.

Workshop content
 
Workshop 2: Drafting and formulating a will - reflecting the intention of the testator

There is a responsibility on a will-drafter to prepare a document that reflects the testator’s wishes.  There are no statutory requirements or guidelines relating to qualifications for will-drafters which means that anyone can draft a will on behalf of another.  

Although not all wills are complicated, drafting a will requires skill and knowledge of relevant legislation.  A will drafted by someone who does not have sufficient understanding of the meaning and consequences of applicable legal concepts, can lead to endless problems with the administration of the deceased's estate. 

This workshop focuses on: 
⦁ massing and election;
⦁ drafting of specific clauses such as the modus, fideicommissum, usufruct; and
⦁ the vesting of rights.  

The difference between these testamentary institutions will be explained with reference to recent case law. 

Workshop 2 can be taken separately or in conjunction with Workshop 1.  Register for both workshops to save!

Workshop content
Who should attend?
  • Will drafters
  • Professional executors
  • Trust companies drafting and formulating wills
 
The logistics
  • The workshops are presented online over 3 hours.
  • Workshops can either be attended online or by obtaining recordings.  Recordings will be available 5 working days after workshops have taken place.
  • When opting for recordings, follow the instructions in your registration confirmation email to request access to view recordings online.  Recordings can be viewed at any time once you've received login details.  Recordings are only available for a limited time, please refer to your registration confirmation letter for more information.
  • The presentation is accompanied by a manual which is sent in PDF format.
 
Why workshops?
  • Workshops are shorter than webinars.
  • The manuals are more concise than those of webinars.
  • Interactive discussion of practical case studies applicable in the workplace.
  • Enough time allocated for questions and answers.
 
Our promise
  • These workshops are a great way to upskill and improve your knowledge on the Wills Act.
 
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