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Will and Trust

Advice and guidance in respect of the drafting and execution of a will, planning and formation of a family / business / testamentary trust, taxation, compliance and fiduciary aspects, registration of trusts and safe storage of wills.

Team
Insights

Pieter van Der Westhuizen

Director, Commercial Department

DupWest's managing director, Pieter, has vast experience in and is actively involved in commercial property development and township establishment transactions.

BOOK CONSULTATION PROFILE

Rustenburg

Send email

014 523 4600

014 592 9539

Hennie Terblanche

Attorney, Deceased Estates and Conveyancing

Hennie currently heads the Deceased Estate Department at DupWest. For the past 23 years, he has gained vast experience in both... the deceased estates and conveyancing fields of law and is considered a specialist in the field of deceased estates.

BOOK CONSULTATION PROFILE

Rustenburg

Send email

014 523 4600

014 592 9539

083 407 5785

Mariechen Schlotfeldt

Attorney, Trust and Estate

PROFILE

Pieter van Der Westhuizen

Director, Commercial Department

DupWest's managing director, Pieter, has vast experience in and is actively involved in commercial property development and township establishment transactions.

BOOK CONSULTATION PROFILE

Rustenburg

Send email

014 523 4600

014 592 9539

Hennie Terblanche

Attorney, Deceased Estates and Conveyancing

BOOK CONSULTATION PROFILE

Rustenburg

Send email

014 523 4600

014 592 9539

083 407 5785

Mariechen Schlotfeldt

Attorney, Trust and Estate

PROFILE

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.

866

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.

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

314

Article

Trusts: Majority rules, or unanimity triumphs?

27 July 2023

337

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?

708

Article

Will Instruction Form

04 August 2021

Download our Will Instruction Form and return to us to start the process of setting up your new Will.

653

Document

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

214

Article

Can an email qualify as a last will?

14 June 2021

My aunt recently passed away suddenly due to Covid-19. In the hunt for her will, it transpired that she had... sent an email to her attorney in which she had asked for amendments to be made to her will and for some of the beneficiaries to be removed. The attorney confirmed that he had not had opportunity to draft a new will before my aunt passed. Can

226

Article

Can a testator rule from the grave?

16 March 2021

I was recently appointed as the executor of a deceased estate of a family member. The provisions of the deceased’s... last will and testament are very strict and every bequest is subject to some form of condition. Do I have to adhere to the provisions of the last will and testament or did the deceased exceed his right to rule from the grave?&nbs

204

Article

New CIPC changes for the filing of annual returns

15 January 2024

866

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.

Article

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

28 August 2023

314

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.

337

Article