Chantel Elliott | Administration of Trusts
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Administration of Trusts

Chantel Elliott & Co not only we draft trust deeds but we ensure that each trust is tailored to meet the requirements of the planner.

Administration of Trusts Department Manager

Bev Smith

bevs@chantelelliott.co.za

Administration of Trusts

There is personal attention to detail regarding the individuals needs which incorporates the wills and estate planning of the planners. We ensure that all these documents relate to the personal financial and corporate backgrounds of our clients.

 

We administer both inter vivos and testamentary trusts. Inter vivos trusts are formed prior to death and plan up ahead in this way to minimize and to protect assets whereas a testamentary trust will be formed through the wording and drafting of a last will and testament.

In administration of trusts we offer the following service:

  • Full administration on behalf of trustees including keeping of minute books, financial statements, tax returns etc
  • Ensuring investments are properly invested
  • Ensure that the wishes of the original planner of the trust are adhered to
  • Submission of all statutory returns
  • Payment of administrative expenses and payment to beneficiaries
  • Minimizing taxation
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