Bootcamp Description

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.

What will i learn?

  • Understand the legal framework governing trusts, wills, and donations in South Africa
  • Identify different types of trusts and explain their legal implications
  • Draft and interpret basic wills in accordance with statutory requirements
  • Recognize the requirements and consequences of donations in both personal and estate planning contexts
  • Apply knowledge to real-world scenarios involving estate planning and fiduciary responsibilities

Requirements

  • A basic understanding of legal principles (e.g., prior legal or financial coursework is helpful but not required)
  • Access to a laptop or desktop with internet connection
  • Willingness to participate in interactive sessions and case-based learning
  • Recommended: Access to the Wills Act, Trust Property Control Act, and related legislation (these may be provided in-course)

Frequently asked question

This bootcamp is designed for students and professionals in the legal, financial, and estate planning sectors. It’s ideal for those preparing for Group 1 & 2 exams, or anyone seeking a deeper understanding of trusts, wills, and donations in a South African legal context.

No prior legal background is required, but a general understanding of legal or financial principles will be helpful. The course is designed to introduce key concepts clearly and build your knowledge from the ground up.

Yes, all participants who complete the bootcamp and any required assessments will receive a certificate of completion. This certificate can be used to demonstrate continuing education or skills development in estate planning and fiduciary law.

Kgotlelelo Mahlanya

R1700

0 live class

In this course you get:

Enrolled 1

Module 0

Live class 0

Resource Yes

Class record Yes

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