Estates

At Meumann White Attorneys we are proud of our extensive knowledge and experience in Estate Planning & Administration of Deceased Estates.

Estate Law

From an estate duty point of view it is important to plan your estate. A resident is liable for estate duty at the rate of 20% on the net value of his or her assets as at date of death. A resident's estate includes his or her worldwide assets and deemed assets, the latter being life insurance policies, any pension lump sum payments and other funds payable on the death of the insured.

 

At present the dutiable amount of a deceased's estate must exceed R3.5 million to attract estate duty, and bequests to a surviving spouse are duty free.

Death and Taxes

 

Therefore, one must bear in mind the importance to review on a regular basis one's will, especially if circumstances change for instance through marriage, divorce, birth or the death of a spouse.

The winding up and administration of our estates is attended to on our behalf by a leading national Trust company.

Our Areas of Expertise

The Drawing of wills

The drawing of testamentary and intervivos trusts

The administration of deceased estates

Estate Planning

Estate Law Help

Karen Britz

Cell Number: 083 456 5276
Tel Number: 087 350 8266
Fax Number: 086 675 1828
Email: kbritz@meumannwhite.co.za