The Trusts For The Entrepreneur

If You’re A Newbie Interested In The Fundamental Principles Of A Trust, Look No Further.

The Complete Guide To A Successful Trust. Learn how you can grow and safeguard your wealth with this uncomplicated guide. In this +- 7 Hour program you’ll learn:

You’ll learn:

  • Why you should consider a family trust.
  • The basic trust forms, what they entail and how to use them to get the best benefits for your financial and real-estate planning.
  • How to set up a trust to keep your assets safe.
  • How to nominate beneficiaries.
  • Appointment, powers, duties and termination of trustees.
  • Retaining control of a trust.
  • Estate planning trusts.
  • Trusts and tax.
  • Inter Vivo’s Trust, Discretionary Trust, Mortis Causa Trust, Business trusts etc

This Internet Course  set is a recording of the Trusts for the Entrepreneur and Investor Workshop that I presented. These are the topics that we’ve discussed. In our everyday encounter most of us have come into contact with the concept of a trust. Still much confusion exists as to what a trust is and how to use one in our financial affairs. The Trust Course is not intended to be a technical reference.

The idea behind the Workshop is to help you to understand the application of a trust in your everyday affairs. To help and guide you to make informed decisions. To help you to determine if you really need a trust, and if you do, how to use it to your benefit.

Introduction

  • Definition of a trust.
  • What is a trust?
  • Comments on the definition of a trust.
  • The legal nature of trusts.
  • Consequences of a trust.
  • The intention to establish a trust
  • Testamentary trust (mortis causa).
  • Testamentary trust (mortis causa).
  • Retaining control of a trust.
  • Variation revocation and termination of trusts.
  • Variation revocation and termination of trusts.
  • Disadvantages of a trust.
  • Reasons to consider a family (intervivos-living) trust?
  • How to transfer or accumulate assets in the trust?
  • Business trusts.

Trust Terminology

  • The founder /donor / settler.
  • The trustee(s).
  • Appointment of trustees.
  • Duties of trustees.
  • Powers of a trustee.
  • Termination of office by trustees.
  • Personal liability of a trustee.
  • The beneficiaries.
  • Discretionary trusts.
  • Vesting trusts.
  • Trusts in the strict sense.
  • Bewind trusts.
  • Public trading trusts.
  • Private trading trusts.
  • Realization trusts.
  • Statutory trusts.
  • Court-order trusts.
  • Contractual trusts.
  • Testamentary trusts.
  • Local trusts.
  • International trusts or “offshore” trusts.
  • Blind trusts.
  • Business holding trust.
  • Property trust.
  • Share trust.

Business Entities

  • Sole Proprietorship.
  • Advantages.
  • Disadvantages.
  • Income Tax Implications.
  • Property Transfer Duty.
  • Value Added Tax
  • Partnerships
  • Advantages.
  • Disadvantages.
  • Income Tax Implications.
  • Property Transfer Duty
  • Value Added Tax.
  • Close Corporations.
  • Advantages.
  • Disadvantages.
  • Income Tax Implications.
  • Property Transfer Duty.
  • Value Added Tax.
  • Private Companies.
  • Advantages.
  • Disadvantages.
  • Income Tax Implications.
  • Property Transfer Duty
  • Value Added Tax.
  • Small Business Corporations.
  • Employment Corporations.

Tax

  • Income tax.
  • Capital gains tax.
  • Dividends.
  • Estate duty.
  • PAYE, sdl and uif on remuneration.
  • Transfer duty.

This includes the Trusts for the Entrepreneur Manual.

Trust For Entrepreneurs

R 12,450.00

(includes VAT)

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Trust For The Entrepreneur

Account Name: Senbiz (Pty) Ltd
Bank: Standard Bank
Branch: Pretoria North
Branch Code: 010 445
Account Number: 011 310 499

Please Take Note:

Proof of payment must faxed or be e-mailed to 012 542-5757 or emailed.

Please add the following information on the fax or e-mail.

The name in which the invoice should be issued (Personal, Business or Trust).
The product’s name: Trust For The Entrepreneur
The postal address and the VAT number (if applicable).
Your name, surname, cell phone number and e-mail address.

If you have any questions please do not hesitate to contact my office and speak to Lilo or Netta during office hours at 012 542 4560/1383.

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