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Drafting of Wills

Advice and guidance in respect of testamentary planning. The drafting and execution of wills, testamentary trusts, living wills and power of attorney's. Safe storage of wills free of charge

Team
Insights

Theresa Tannous

Director, Wills, Trusts & Estates

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George

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044 874 1140

Corné Nunns

Consultant, Trust Law and Estates Department

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George

Send email

044 874 1140

Theresa Tannous

Director, Wills, Trusts & Estates

BOOK CONSULTATION PROFILE

George

Send email

044 874 1140

Corné Nunns

Consultant, Trust Law and Estates Department

BOOK CONSULTATION PROFILE

George

Send email

044 874 1140

Trustee responsibilities have become even heavier

26 June 2024

229

Article

New CIPC changes for the filing of annual returns

15 January 2024

CIPC has again announced changes to the CIPC system for the filing of annual returns and beneficial ownership information, which... introduces mandatory obligations for companies and close corporations when filing their annual returns.

501

Article

New SARS beneficial ownership disclosures when filing your trust tax returns

29 November 2023

Trustees should take note of additional requirements relating to the filing of provisional Trust tax returns in January 2024 as... SARS climbs on the beneficial ownership reporting train.

212

Article

The latest developments in respect of the new Anti-money Laundering Legislation

04 October 2023

In this article, we provide an important update to trustees and company directors on the latest developments in respect of... the newly introduced beneficial ownership reporting for trusts and companies as introduced by the General Laws (Anti-Money Laundering and Combating Terrorism Financing) Amendment Act 22 of 2022 (“Amendment Act”) whi

253

Article

Trusts: Majority rules, or unanimity triumphs?

27 July 2023

365

Article

Why can deceased estates take so long to be finalised?

29 May 2023

The family of a deceased are often confronted with the harsh reality of having to wind up a deceased’s estate... after his or her passing. Usually, there is the expectation that this should go quickly, but unfortunately, the reality is that the process is hardly ever a quick one. So how long then does it take to wind up a deceased estate?

1728

Article

More rights for life partners, but it still pays to protect yourself

23 February 2022, Theresa Tannous

The Constitutional Court has ordered parliament to amend two laws to recognise the right of a surviving life partner in... any relationship to inherit and claim maintenance after the other partner dies.

2841

Article

Can adopted children benefit from a family trust?

14 June 2021

Sometime before his death, my father established a family trust which contained properties that were rented out to generate income... for my mother. In accordance with the trust deed however, once my mother dies, the income from the properties would go to the children of my mother and father. I have an adopted brother and 2 biological sisters. There i

680

Article

Trustee responsibilities have become even heavier

26 June 2024

The Trust Property Control Act 57 of 1988 (“TPCA”) provides the framework for the effective and efficient operation of a... trust. The Act confers a range of statutory duties on trustees when appointed, which duties have recently been extended by the General Laws (Anti-Money Laundering and Combating Terrorism Financing) Amendment Act 22 of 2022 (“Amendment Act”) which amended the TPCA. In this article, we unpack the duties that form part of the responsibilities which are assumed when a trustee is appointed.

229

Article

New CIPC changes for the filing of annual returns

15 January 2024

501

Article

New SARS beneficial ownership disclosures when filing your trust tax returns

29 November 2023

Trustees should take note of additional requirements relating to the filing of provisional Trust tax returns in January 2024 as... SARS climbs on the beneficial ownership reporting train.

212

Article

The latest developments in respect of the new Anti-money Laundering Legislation

28 August 2023

253

Article

Trusts: Majority rules, or unanimity triumphs?

27 July 2023

Everyone is familiar with the term ‘majority rules’ and generally when applied it means that the decision of the majority... sticks and is valid. The question that arose in the recent case of Shepstone & Wylie Attorneys v Abraham Johannes de Witt N.O. and Others [2023] ZASCA 74 was whether the majority decision by the trustees of a trust needed a resolution signed by all the trustees to be valid. In this article we take a look at the decision and what it potentially means for the law of trusts in South Africa.

365

Article