Estates and Trusts

March 15, 2024

Why a Notary? – Part 1

Clients often ask why certain documentation must be authenticated or certified by a Notary and not by a Commissioner of Oaths. To answer this question, one […]
April 3, 2023

LEAVING AN ESTATE OF R30 MILLION – HOW MUCH WILL IT COST YOU TO DIE? PART 1

My colleague Jan recently scheduled a appointment to wind up an estate of R30 million Rand. The first question that came up with me was “How […]
December 12, 2022

How trusts preserve generational wealth

The estate duty savings are compounded over several generations Articles on trusts are often aimed at settlors or donors to highlight the benefit of trusts and […]
August 18, 2022

Distributing retirement fund death benefits

Step 1: Identifying and tracing dependents Section 37C of the Pension Funds Act places a clear and onerous duty on the board of trustees to determine […]
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