This course covers key aspects of South African law relating to trusts, wills, and donations — with a focus on practical implementation and legal compliance. Students will learn how trusts are formed and administered, the formalities and legal requirements for drafting a valid will, and the implications of donations in both personal and estate contexts. The content is structured for learners in Group 1 and Group 2 law or finance streams, providing essential tools for professionals involved in estate planning, fiduciary services, or legal advising.
Key topics include:
Types and legal nature of trusts
The roles and duties of trustees
Testamentary succession and intestate rules
Drafting and interpreting wills
Validity and revocation of wills
Donations: formalities, taxation, and legal consequences
By the end of the course, participants will be able to identify and apply relevant legislation, draft basic wills, and understand the role of donations in estate planning.
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