Self Assessment

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Let us assist you in protecting your assets.

If you do not have a trust:

  1. Is your personal estate worth more than R 3 500 000                          (or R 7 000 000 for a married couple)?
  2. Do you have any large assets in your personal name that may be exposed to any creditors, such as SARS or a soon-to-be-ex-spouse?
  3. Do you have minor children?
  4. Are you a business owner?
  5. May you be at risk to develop a disorder, such as Alzheimer’s Disease, and not being able to look after your own affairs?

If you answer yes to a couple of these questions, please contact us for a free consultation.

If you do have a trust:

  1. Was your trust drafted before October 2001 and never amended?
  2. Have you never read your trust deed?
  3. Does your trust deed lack a severability clause?
  4. Are the trustees’ not acting in accordance with the terms of the trust deed?
  5. Are the trustees not keeping trust property separate from their personal estates and refer to the trust assets as their own?

If you answer yes to a couple of these questions, please contact us for a free consultation.