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Estate planning simplified: Protect your family with a testamentary trust.
Estate planning may sound like something only attorneys and the wealthy should be concerned about, but it is actually a way of ensuring...

Piet Swanepoel
Dec 4, 20256 min read


The Importance of Regularly Having Your Trust Deed Reviewed
Failure to review a trust deed periodically can lead to serious legal and financial issues, disputes, and adverse consequences for...

Piet Swanepoel
May 18, 20255 min read


Practical Guidelines for Trustees of Family Trusts
A family trust is a popular and effective estate planning tool, enabling individuals to protect their assets, provide for their families,...

Piet Swanepoel
Mar 14, 20255 min read


South African Inheritance: A Guide to Offshore Beneficiaries
Inheriting assets from a South African estate when the beneficiary resides overseas can involve various legal, tax, and regulatory...

Piet Swanepoel
Dec 5, 20244 min read


Rights of beneficiaries in discretionary trusts
Introduction Discretionary trusts in South Africa are popular estate planning tools, allowing individuals to manage and protect their...

Piet Swanepoel
Feb 12, 20243 min read


Testamentary Trusts – what you should know
A trust may be established in various ways. The two most common ones are through a contract (between living persons) or by way of a last...

Piet Swanepoel
Jun 11, 20234 min read


Interesting new court judgement regarding the accrual system
In the “old” days before 1984, couples intending to get married could only choose between two marital regimes in terms of legislation....

Piet Swanepoel
Dec 19, 20223 min read


Proxies and dementia
Clients often ask what they should do if one of their parents starts suffering from dementia. How does one even begin to manage the...

Piet Swanepoel
Oct 4, 20213 min read


Harvest on Land – Implications for Estate
We all keep our fingers crossed for a good harvest, but what happens when I farm in my own name and pass away before harvest time? When a...

Piet Swanepoel
Sep 18, 20214 min read
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