Mervin Messias Trust Specialist
Dr Mervin Messias
Dr Mervin Messias is an experienced Trust Specialist. Dr Mervin Messias specializes in solving trust matters, including wills, estate planning and tax. With 40 years of experience and expertise, Dr Mervin Messias is your go-to Trust Specialist for all your trust-related matters.
Dr Mervin Messias has been awarded a JD (Juris Doctor). He has a BA, LLB from Wits. He is registered as a Master Tax Practitioner with the South African Institute of Tax Practitioners. Impressively, Dr Mervin Messias has Law qualifications in seven countries (South Africa, Australia, New Zealand, America, Israel, England and Lesotho). He has appeared on television for Red Pepper Productions regarding Wills and Trusts. He has also appeared on Summit TV regarding the Essentials of Estate Planning, Reducing Taxes through proper Estate Planning & Offshore diversification. He has also been interviewed on various radio stations.
Dr Mervin Messias has been a convenor and presenter of seminars on Trusts and Estates for Attorneys. He has conducted seminars for Financial Planners on Estate Planning, Trusts, Wills and Estates. He has lectured for L.E.A.D (Legal Education and Development) to attorneys on Trusts and Tax in Johannesburg, Cape Town, Durban, Bloemfontein, Port Elizabeth and East London. He has designed an Estate Planning, Trusts and Estates course for Financial Planners accredited by the Financial Planning Institute in South Africa.
Dr Mervin Messias can assist you with regards to your estate plan when it comes to threats against your assets, threats against your wealth, or if you are threatened when you become permanently or temporary disabled.
Dr Mervin Messias is able to assist you with creating your will.
If you already have a plan and wish to consult on us on improvements or changes, we can guide you in fine-tuning your estate plan efficiently for your family.
A living trust can hold your assets in a trust for your benefit during your lifetime, even if you become disabled (which is an essential benefit).
We will show you the right way to effectively and efficiently complete your estate plan
Dr Mervin is a Master Tax Practitioner.
Contact Us If You…
- Have had estate planning done, but would like it reviewed as it is incomplete or lacking.
- You have purchased a boiler-plate estate plan from a living trust company and now need the professional services of a specialist.
- You have not yet begun to plan for yourself and your family, and would like to meet to discuss your options for estate planning.
The benefits of planning with LIVING TRUSTS
A significant number of estate-planning techniques are implemented in the form of a trust. There are trusts designed to accomplish a host of planning alternatives. In our experience, however, very few clients we initially meet understand what trusts do, what they involve, and how they are structured. Trusts and how they are used are apparently seldom taught outside of the professional domain.
Wills should be approached with caution. We get that costs – both in creating the Will and ultimately winding up the Estate – are a key decision driver.
Disability Planning keeps the originator in the driver’s seat, even if s/he is incapacitated later. Rock solid planning will cover most eventualities, but the structuring process requires top class advice based on experience and knowledge. Every nuance and situation needs to be considered and covered.
The public often finds it difficult to see beyond the costs of setting up and administering a Trust – and yes, it can be expensive. My business experience and common sense tell me it’s better to pay the set up and administration costs as well as the taxes on deemed interest than risk losing a chunk or all of the capital you’ve worked hard to accrue, to an attack or claim. Growth protection, especially, is of paramount importance.
Get in touch with Dr Mervin Messias by either contacting him directly or making an appointment with his Executive Assistant:
Office Number: +27 (0) 11 783 0108
Dr Mervin Messias: