This essential guide by Trust Specialist Dr. Mervin Messias simplifies the intricacies of discretionary living trusts, a key tool in estate and asset protection.
Covering everything from estate and succession planning to wills and curatorship, the book offers practical solutions drawn from over 40 years of experience.
Perfect for anyone looking to secure their financial future with confidence.
Foreword:
This user-friendly handbook is unique in that it unravels the mystique behind the discretionary living trust which is a pillar of personal asset protection and estate planning.
Whilst the handbook is primarily designed to create awareness of the importance of a correctly drafted trust deed, particularly in the context of estate planning, it also covers relevant aspects of the use of a trust in succes- sion planning, disability planning, marriage, wills and curatorship.
This handbook offers the reader practical personal and estate planning solutions through the creative application of the discretionary living trust, based on the professional lifetime experience of Trust Specialist, Mervin Messias.
Foreword written by AH (Tony) Davey
BA (Natal), LLB (Natal), LLM (Unisa), H Dip Tax (Wits), Post Grad Dip Int Tax (UJ), Chartered Tax Adviser (SAIT), Fellow of the Institute of Chartered Secretaries, Advocate of the High Court.
