Trust Law and Administration

Trust Law and Administration

Our areas of expertise include:

  • Analysis of the suitability of current trust and other arrangements
  • Assessment of the factual matrix of a client’s financial and other priorities and requirements
  • Asset protection
  • Comprehensive management of trusts (inter vivos and testamentary), including accounting, all administration, annual financial statements, and tax returns and SARS queries.
  • Coordination of other professionals, such as accountants and investment managers, regarding trusts
  • Drafting of trust deeds
  • Registration of trust deeds and liaising with the Master of the High Court
  • In depth knowledge of trust law
  • Structuring of commercial and investment trusts (also refer to Commercial and Corporate Law and to Financial Services Law)
  • Tax advice (also refer to Tax Law and Planning)
  • Trust litigation (also refer to Litigation and Dispute Resolution )

Denis Lloyd

021 464 1485

Jerome Veldsman

021 464 1470