Trust Formation & Administration
Secure Your Assets. Preserve Your Legacy.
A well-structured trust can offer financial protection, estate planning benefits, and long-term peace of mind. Whether you’re looking to safeguard family wealth, manage risk, or set up a business structure, we provide clear legal support for the setup, registration and administration of trusts.
Our team works closely with clients to tailor trusts to their needs from inter vivos (living) trusts to testamentary trusts that take effect upon death.
Our Trust
Services
Formation and registration of
inter vivos and testamentary trusts
Drafting trust deeds
tailored to your objectives
Amendments to
existing trusts
Appointment and
removal of trustees
Trust administration
and compliance
Advising on tax and
reporting obligations
Why Clients
Choose Us
Practical trust structuring for families, landowners, and entrepreneurs
Seamless integration with estate planning and fiduciary services
Local insight for rural and agricultural trust needs
Your Experts
Frequently Asked Questions
What is a trust and why would I need one?
A trust is a legal entity that holds assets for the benefit of beneficiaries. It’s commonly used for asset protection, succession planning, and tax efficiency.
What’s the difference between an inter vivos and testamentary trust?
An inter vivos trust is created while you’re alive; a testamentary trust is set up in your will and only comes into effect after death.
Do all trusts need to be registered with the Master of the High Court?
Yes, unless exempt, trusts must be registered and comply with the Trust Property Control Act.
Can a trust help with estate duty savings?
Yes. If structured correctly, a trust can reduce estate duty liabilities by removing growth assets from your personal estate.
What are the responsibilities of a trustee?
Trustees must manage the trust property with care, keep records, and act in the best interests of beneficiaries, among other legal duties.
Can I be a trustee of my own trust?
Yes. You can also appoint co-trustees to ensure proper oversight and continuity.