Trusts and Estate Planning

We have a dedicated department to assist with Estate Planning and corporate restructuring, maintenance and safekeeping of your Last Will and Testament, Independent Trusteeship and Corporate Governance.

Our services include

 

Holistic Estate Planning

  • Registration of trusts

  • Independent Trusteeship

  • Trustee resolutions and Annual Meetings

  • Drafting and safekeeping of Wills

  • Personal and company-related insurance profile evaluations

  • Administration of Deceased Estates

Corporate Restructuring

  • Company registrations

  • Directors amendments

  • Change of Members Interest

  • Sale of shares

  • Shareholders agreements

  • Corporate Governance

  • Section 42 Asset for Share transactions

B-BBEE Management

  • B-BBEE restructuring

  • Employment Equity

  • B-BBEE management

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What is Holistic Estate Planning? Holistic Estate Planning is when we work with your financial planner, attorney and accountant to take into account all aspects of your personal Estate when doing planning and ultimately, provide you with the best possible solution.

Meet the team

 
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Linél Malan

Director

linel@taxcortrust.com