Trusts

Importance of Estate Planning

The Importance of Estate Planning

Estate Planning, Thought Leadership, Trusts

Lessons from Over 40 Years in Trust and Succession Law. This article brings together the full collection of books authored by Dr Mervin Messias, categorised to help readers identify which areas of estate planning are most relevant to their personal circumstances. Whether navigating foundational planning or more complex structures, each book has been designed to provide clear, practical guidance tailored to different needs.

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Power of Attorney and your family

The Enduring Power of Attorney

Estate Planning, Power of Attorney, Thought Leadership, Trusts

Why You Should Secure an Enduring Power of Attorney While You Are of Sound Mind

In life, we plan for many things—education, career, family, and retirement. Yet, one crucial aspect often gets overlooked: ensuring that our financial and legal affairs will be managed effectively if we ever lose the capacity to do so ourselves. While the law has not yet been changed to fully accommodate enduring powers of attorney, it is wise to take proactive steps to secure one while you are still of sound mind.

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African Businessman signing legal documents

Comparing Testamentary and Living Trusts – Part II

Trusts

Following on from Part I of “Introduction to the differences between Living Trusts and Testamentary Trust Planning”, Part II unpacks the roles of an Estate Lawyer vs a Trust Lawyer.
Regardless of whether a practitioner uses living or testamentary planning, there is little or no difference in time he or she will spend with a client or in the preparation of the appropriate documentation. If two identical clients respectively sought the services of an Estate lawyer and trust lawyer, they would theoretically be billed the same amounts for their consultations.

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Comparing Testamentary and Living Trusts – Part I

Trusts

Part 1: Introduction to the differences between Living Trusts and Testamentary Trust Planning

Is it valid to compare a simple will to a living trust-centered estate plan?
What are the similarities between living trust-centered planning and testamentary trust planning?
What are the differences between living trust-centered planning and testamentary trust planning?
Is living trust-centered planning preferable to testamentary trust planning?

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