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SA- Trusts

Trusts, South Africa

Our firm offers comprehensive and tailored assistance to our corporate and individual clients on the creation, management and operation of both South African and offshore trusts. Whether the trust is to be used for commercial purposes, wealth protection, investment, estate or tax planning, we will advise you appropriately. Our services also include advising on the most appropriate and tax efficient structure, the drafting of trust deeds, advice on trustee fiduciary and administration compliance and trust litigation.

Our team has a wide range of experience in all aspects of estate planning and the administration of trusts and estates, from drafting wills to representing fiduciaries and beneficiaries in non-tax disputes. 

We provide advice in areas including:
  • Estate planning including the drafting of wills, trusts and related documents
  • Business and succession planning for owners of closely held businesses including those involved in S corporations and partnerships
  • International planning for non-resident aliens with extensive U.S. business interests
  • Estate administration for estates of all sizes and in all jurisdictions. Additionally, our lawyers advise fiduciaries on business issues affecting estates and trusts, including the restructuring of business interests
  • Controversies involving individuals and estates in disputes before the Internal Revenue Service concerning income, gift, estate and generation-skipping transfer tax matters. 

 

If you would like any further information or need advice on trusts and estates tax law, please contact our legal team.