Services

LITERATIM

SERVICES

Trust Services

  • Advice on the appropriateness of setting up trusts with due regard to the tax and other implications thereof on the clients’ estate;
  • Advice on the setting up of court order / special trusts with due regard to the relevant court order/will and requirements for tax purposes;
  • Setting up and registration of inter vivos and court order / special trusts;
  • Advice on the continued appropriateness of existing trusts;
  • Assessment and/or audit of trust deeds;
  • Drafting and lodgement of trust maintenance documents such as amendment deeds or the change of trustees or accountant;
  • Drafting of resolutions and other documentation pertaining to trust matters;
  • Advice on the winding up of trusts;
  • Drafting and lodgement of trust deregistration documents;
  • Obtainment of certified copies of a trust deed and/or Letter of Authority;
  • Professional Trustee services and performing fiduciary duties, such as advising on legal, tax and administration matters and      attending trustee meetings, relating thereto;
  • Administration of trusts with due regard to the trust deed;
  • Management of trust bank account with due regard to the trust deed.

Estate Structuring Services

  • Personal estate structuring with focus on financial planning themes covering estates, trusts, tax, investments and business enterprises.
  • Advice on the optimal saving in estate costs like:
  • Executor’s fees;
  • Capital gains tax;
  • Estate duty;
  • Master’s fees, Funeral costs and Miscellaneous costs.
  • Advice on sufficient financial provision for client and his/her dependents during his/her lifetime.
  • Advice on sufficient financial provision for the maintenance of client’s dependents during the winding up of the client’s estate and during his/her lifetime.
  • Advice on protection of the assets in the client’s estate against the possibility of a forced sale by providing sufficient liquidity during the winding up of the estate.
  • Advice on the practical enforcement of the client’s wishes and needs as set out in his/her will.
  • Ensuring flexibility of the estate plan to ensure that future adjustment necessitated by changing financial and family needs and circumstances can be made.

Will Services

  • Advice on wills with due regard to the tax and other implications of the content thereof on the clients’ estate.
  • Drafting of wills.

Deceased Estate Services

  • Administration of deceased estate in the capacity of nominated executor or representative.
  • Assistance with administration of deceased estate to family member appointed as executor.
  • Advice on and assistance to the affected parties.

Contract Drafting Services

  • Advice on and drafting of contracts and agreements such as co-operation or shareholders’ agreements, buy-and-sell agreements and ante-nuptial contracts.