How can we help?
We can assist with drafting Last Wills and Testaments, establishing trusts for family and charitable purposes, and overseeing the full estate administration process. Each step of our service aims to meet your unique needs and objectives.
What is the difference between a will and a trust in estate planning?
A will is a legal document that outlines your wishes for the distribution of assets after your passing, while a trust is a fiduciary arrangement allowing a third party (trustee) to manage assets on behalf of beneficiaries during your lifetime and beyond. Trusts can offer added benefits such as privacy, tax efficiency, and protection from probate, which is why many choose both as part of their estate planning strategy.
How can a trust help minimise estate taxes?
Certain types of trusts, like irrevocable trusts, can help reduce the taxable estate by removing assets from personal ownership, thus potentially lowering estate tax liabilities. By strategically transferring assets into a trust, clients can often achieve greater tax efficiency and ensure that more of their wealth goes to beneficiaries.
What is involved in the estate administration process?
Estate administration includes validating the last will, identifying and valuing assets, paying debts and taxes, and distributing remaining assets to beneficiaries. It is overseen by an executor, who is responsible for ensuring all legal and financial obligations are met.
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Our expert trusts & estate team
Anthea Pienaar-Julius
B.Comm, LLB | Attorney Specialising in Civil Litigation | Director
Anthea graduated from the University of Stellenbosch in 2005 and was admitted as an attorney in April 2008. She joined the Venter van Eeden Inc. Team in 2010 and was appointed as a Director in 2012. She currently leads our Litigation & Trusts Departments.
For assistance in all your Trusts and Estate related matters: please contact Anthea Pienaar-Julius anthea@vve.co.za or Mandré Du Plooy mandre@vve.co.za for assistance.
