testamentary trust Archives | Insights into The Law in South Africa

A deep dive into trusts

Introduction A business trust is a form of business vehicle which has become increasingly popular. This is due to the advantages it enjoys compared to other business structures, such as the sole proprietorship, the partnership, the company and the close corporation.…

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by Robyn Shepherd

Freedom of testation

In your will, you have the freedom to distribute your assets to whomever you choose. This means that you can determine who will receive your...

by Roy Bregman

Deregistering a trust: Process and requirements for termination

What are the legal requirements to deregister a trust? Termination of a trust can occur through various means, such as legal operation, achievement of trust objectives,...

by Roy Bregman

What is a testamentary trust?

A testamentary trust is a type of trust that is created under the terms of a person’s will and comes into effect after the person’s...

by Roy Bregman

How to FICA a Deceased Estate

One of the questions we frequently get asked is “How to FICA a Deceased Estate”. Below we will explore what a Deceased/Late Estate is and what Customer Due Diligence (CDD) documents and disclosures are required from an Accountable Institution’s perspective to FICA…

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Inter vivos trust vs testamentary trust

A trust is a legal document that is set up and registered, whereby the trustees hold assets for the beneficiaries of the trust without owning such assets. When...

by Raeesa Ebrahim Atkinson

Why is drafting a Will important?

Although not a comfortable topic to think about, drafting a Will is one of the most important things you will do in your life. A Will...

by Roy Bregman

The inevitability of death and why you should plan for it

American president Benjamin Franklin famously quipped that “in this world nothing can be said certain, except death and taxes”. Seeing as this is in fact...

by Daniel Hirschowitz and Jennifer Fung

Dealing with disputes between the trustees of a testamentary trust

A matter involving a dispute between the trustees of a testamentary trust was recently heard in the Gauteng Division of the High Court. This was...

by Nicolene Schoeman-Louw

A trust – Best fit for you and your family?

Setting up a trust is an intricate exercise that requires seeking the appropriate advice and ensuring the trust deed covers the necessary bases and is...

by Gabriella Keeble

Tag: testamentary trust

A deep dive into trusts

Freedom of testation

Deregistering a trust: Process and requirements for termination

What is a testamentary trust?

How to FICA a Deceased Estate

Inter vivos trust vs testamentary trust

Why is drafting a Will important?

The inevitability of death and why you should plan for it

Dealing with disputes between the trustees of a testamentary trust

A trust – Best fit for you and your family?