Discretionary Living Trusts A legacy for generations

Written by Trust Specialist, Mervin Messias, it is the culmination of knowledge and expertise that has been acquired over many years’ study and practice of Trust law.

The author recommends the use of Trusts as part of estate planning because they provide solutions to many potentially complicated problems related to asset protection, succession planning, and disability protection. Many little-known benefits of Trusts are revealed to help protect your hard-earned wealth for generations to come. A Trust circumvents the whole process of winding up an estate, together with its potential delays, hassles and frustration.

In fact, a Trust deserves pride of place in any estate plan. It means business as usual, even after death, with no executor, executor’s fees or estate duty.

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    Choosing An Estate Planni...


    Choosing An Estate Planning Attorney

    Choosing An Estate Planning Attorney

    What does an estate planning attorney do?

    He manages trusts, wills, the probate process, as well as taxes. When it comes to estate planning, an attorney can assist you to decide how to distribute your assets before and after you pass away. An estate planning attorney assists in planning for after you pass away. He also plans for circumstances where you become incapacitated and cannot look after yourself.

    Now that you know more about what this attorney does, what else should you keep in mind?

    Consider the points below.

    When it comes to choosing an attorney, you need to do the following:

    • Make a list of all the attorneys specializing in estate planning.
    • Contact every attorney on your list.
    • Meet the attorneys and ask them any questions you may have.
    • Be sure that you understand the fees that the attorneys charge.
    • After you have met with all the candidates, there is only one thing left for you to do. Make a decision about which attorney is right for you.
    • Pick the attorney that fits your needs the best.

    These are all useful points to take into consideration when you are thinking about choosing an attorney to assist you with your estate plan.

    What characteristics should your attorney have?

    • The attorney who you choose needs to specialize in estate planning.
    • He also must be empathetic and understanding.
    • He has to gain an understanding about your family and your planning goals so that he can create an estate plan that is right for you.
    • Your attorney must be able to create an estate plan in an efficient manner.

    Make sure to choose an attorney that is the best fit for you and your unique needs. When you are looking at creating an estate plan, you must have an experienced attorney to help you.

    JD (Juris Doctor) / BA, LLB (Wits) / TEP (Trust & Estate Practitioner) / MTP (Master Tax Practitioner – S.A)