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Estate Planning and Trusts

Estate Planning & Trusts

Estate Planning and Trusts

Most recent Articles posted

Life partner fails to get share of R21.3m death benefit

Fathima Sayed – who spent 17 years as a businessman’s life partner – has failed in her bid to lay claim to a share in his death benefit totalling R21.3m.

Late singer’s executor seeks royalties

The executor of iconic singer Lebo Mathosa’s estate, Thokozani Mthembu, is pursuing royalty-collecting organisations for a full reconciliation of monies allegedly still owing to her 17 years after her death.

Family feud over doctored KZN will

A feud between members of a KZN family over an R800m trust has sparked claims of forgery, infidelity and mismanagement of trust funds.

Master’s Office woes continue to frustrate

Those in the legal fraternity have continued to speak out about their frustrations in dealing with the inefficiencies of the Master’s Office, says a Cape Times report.

Master's Office 'not completely collapsed'

Deputy Justice Minister John Jeffery says while there is a way to get the Master’s Office running efficiently, he does not believe it has suffered a complete collapse.

Anger over ‘dysfunctional’ Master’s Office

Lawyers say the Master’s Office is causing months of delays for crucial legal administrative procedures that should take weeks, reports GroundUp. 

Judge’s father forced to prove he is alive

Michael Mossop (86), father of Judge Rob Mossop, has been forced to appear in the KZN High Court (Durban) to prove that he was alive – in spite of Home Affairs having declared him dead.

Ruling goes against Covid death will

The Western Cape High Court has ruled that there was insufficient evidence to show that a man who died in hospital from Covid-19 had intended to revoke his will and write up a new one in which he left everything to a farming trust instead of his three children.

Excluded son fails to win share of will

A case of two brothers and an inheritance landed up in the Western Cape High Court where one brother, disinherited by his father, asked that the will be declared not executable so that he could inherit from the estate in terms of the rules of intestate succession.

Court 'reluctantly' settles burial dispute

A woman’s dying wish that she should be buried in the Eastern Cape has been honoured by the Gauteng High Court (Johannesburg), reports the Pretoria News.

Woman’s bid to secure life partner status fails

A woman’s legal bid for the court to declare her and her now-deceased partner life partners in order to benefit from his estate has failed.

Second wife wins battle of wills

The Eastern Cape High Court (Mthatha) has dismissed a woman's bid to take control of her deceased husband's estate after she tried to wrestle it from his second wife, reports News24.

Trustee decision-making ruling needs fixing

In the recent SCA ruling in Shepstone and Wylie Attorneys v Abraham Johannes de Witt NO & Others, a strong reliance was placed by the court on its interpretation of the trust deed, which, unfortunately, was not well crafted, says Phia van der Spuy, a chartered accountant and tax adviser.

FSCA cancels 6 757 dormant retirement funds

The Financial Sector Conduct Authority (FSCA) has cancelled 6 757 inactive retirement funds that were found to have no members, assets or liabilities, with most also not having properly constituted boards in line with the Pension Funds Act.

Regulators focus on trust distributions

SARS found a R58bn gap for the 2015 tax year between distributions and income declared by trusts, reports Moneyweb.

Importance of amending your will after your divorce

The importance of amending your will after your divorce - unless you want your "ex" to still have everything, you must update your will.

Ruling ends control of family trust feud

A dispute over control of a family trust set up in 2007 by an architect who divorced his wife in 2018 and removed her from the trust – leaving two new trustees in control – has been resolved by Western Cape High Court Judge Patrick Gamble.

Time of death central to insurance payout ruling

The exact time of death of a couple who died in a car accident became the focus of a legal wrangle where the wife was the beneficiary of her husband’s life insurance policy.

Partner wins battle over deceased's pension fund

The former wife of a deceased man and their three children turned to court to challenge the fact that a pension fund allocated his entire payout – about R1.2m – to his girlfriend.

Bianca Naidoo appointed executor of Rick's estate

The Home Affairs Department has abandoned its bid to stop the life partner of musician Ricardo ‘Riky Rick’ Makhado from being appointed executor of his estate, reports EWN.

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