A. Trust Formation & Structuring:

• • Trust Establishment – We draft trust registration documents to ensure that the letter of authority is issued by the Master of the High Court;
  • Letter of Authority – We ensure that trustees are appointed by the Master of the High Court in terms of a Letter of Authority before commencing with their duties as trustees; 
  • Deed of Trust – We draft a customized Deed of Trust containing clauses for asset protection,
    beneficiary rights, and trustee powers;  
  • Trustee Services – We accept appointment as Independent, Professional Trustee to ensure
    impartiality;
  • Compliance & Reporting – We handle all filings with the Master of the High Court filings, SARS tax returns (ITR12T), and FICA compliance. 
  • Beneficiary Management – We attend to the distribution of capital to beneficiaries (lump-sum, staggered, or income-based). 

B. Trust Termination & Winding Up

• • Amendment – We attend to the amendment of the Deed of Trust and Letter of Authority in line with the already registered Deed of Trust;
  • Termination – We draft documentation for the termination of the trust, either by effluxion of time or by agreement, provided for in the Deed of Trust;
  • Final Distributions – We ensure that all distributions are done in line with the provisions of the Deed of Trust, thereby ensuring lawful asset transfer to beneficiaries;
  • Tax Clearance & Deregistration – We obtain SARS tax compliance certificates and Master’s Office approval for the termination of the trust.