The Financial Planning Institute of Southern Africa 2023 Estate and Trust Planning Workshop puts out an impressive lineup of topics and subject matter experts

Legal developments and implications for estate planning and recent developments in Trusts will be the focus of the Financial Planning Institute of Southern Africa’s (FPI) half-day online Estate and Trust Planning Workshop, to be held on 19 April, from 09H00 - 12h20.

With an impressive lineup of subject matter experts, the workshop will also feature a panel discussion on Practical Pitfalls in Estate Planning, to be moderated by Nici Macdonald, CFP®, the FPI’s Head of Department for Certification and Standards.

In addition to the edifying relevant content, FPI members also stand to gain three verifiable Technical Continuous Professional Development hours by attending.

The full list of topics, and presenters, includes:

• Legal developments and implications for estate planning: Prof. Fatima Osman
• Recent developments in Trusts - linking Court Cases applying to a financial planning perspective: Louis van Vuren, CFP® FPSA®
• (Panel discussion on) Practical Pitfalls in Estate Planning:
- David Thomson, CFP® FPSA® (panel member)
- Renate Jute, CFP® FPSA® (panel member)
- Nici Macdonald, CFP® (moderator)

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