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
May 25, 2023
WILLS AND DECEASED ESTATES ARTICLES
Holistic Estate Planning: Protect Your Assets, Plan for Succession, and Ensure Disability Protection
Bregman Moodley Attorneys work with estate planning expert Dr Mervin Messias to devise a comprehensive estate plan that addresses all aspects of your life. Discover how a holistic estate plan can protect your assets, plan for succession, and ensure disability protection.
At Bregman Moodley Attorneys, we understand the importance of estate planning. That’s why we work closely with Dr Mervin Messias, an estate planning expert, to create a comprehensive estate plan that considers all aspects of your life.
A holistic estate plan must address three critical issues: asset protection, succession planning, and disability protection. By considering these factors, we can create a plan that ensures your loved ones are taken care of both before and after your death.
To achieve the desired outcome, a holistic estate plan establishes one or more discretionary living trusts. By setting up these trusts during your lifetime, we can address all concerns in the most appropriate manner.
The main focus of a holistic estate plan is to prioritize the following in this order:
- Ensuring the well-being of you and your spouse.
- Providing for your family.
- Protecting your wealth.
- Enhancing your wealth.
- Saving taxes.
By prioritizing these factors, we can create a comprehensive estate plan that meets your needs and protects your assets. Contact us today to learn more about how we can help you plan for the future.
Does an illegitimate child have a claim against his late father’s estate?
A client asked: “I am an illegitimate child and my father passed away. Can I claim from his estate”? In South Africa, the rights of
May 18, 2023
The roles and responsibilities of a curator
The roles and responsibilities of a curator appointed by the Master of the High Court in respect of a mentally ill patient. In South Africa,
April 6, 2023
What are the inheritance rights of a child, conceived after the death of a father, from frozen gametes
The nasciturus fiction is the principle where our common law considers a child born alive and conceived before a testator’s death to have obtained rights to inherit,
September 16, 2022
Why have a Will and a Family Trust?
This month, I thought I would devote my newsletter to Wills and trusts. The beginning of the year is a good time to consider
February 10, 2022
The recent Bwanya case
Editor’s note: The Constitutional Court held that the exclusion of opposite-sex life partners from inheriting under the Intestate Succession Act and claiming maintenance under the
January 11, 2022
Inheritance and Wills
Source: A simple guide to South African Family Law by Nthabiseng Monareng Introduction One of the most important things that a person needs to think
December 1, 2021
What is a usufruct?
The English word usufruct derives from the Latin roots usus and fructus, from verbs meaning to possess and to have the benefit of, respectively. A
November 18, 2021
What are the requirements for a valid will if one cannot sign his/her name?
If you are unable to sign your Will, you may ask someone to sign the Will on your behalf or you can sign the Will by
November 5, 2021
Unsigned wills
Is a copy of a will valid? Because of Covid, my late father never signed his latest will. Will I have to wind up his
November 5, 2021
Amending my will
A client has recently had a baby and asked me how she goes about changing her will. A will ensures that the person that winds
July 15, 2021
Personal information for my survivors upon my death or becoming incapacitated
Please see the attached useful FNB Personal Inventory which contains your personal information and details of your assets. I have posted a Wishes and Memories
June 18, 2019