Lubbe & Lubbe

How trusts preserve generational wealth

  The estate duty savings are compounded over several generations   ARTICLES ON trusts are often aimed at settlors or donors to highlight the benefit of trusts and the role they play in estate planning at the ‘first-generation’ level. In this article, the author aims to illustrate to second-generation beneficiaries the effect of the decisions […]

Testamentary trusts still have their place

  How you can protect your assets from predators—including SARS   TRUSTS HAVE received a lot of bad press over the past few years, what with SARS taking a dim view of the use of trusts as a means of avoiding tax. A 2008 case involving a property trust, where the beneficiaries were changed in […]

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