Lex24 - inter-disciplinary consultancy - Commercial-and-Corporate-Advisory

Business Clients

A. Trust Governance and Compliance Services

The services offered in this regard include:

1. Trust Registrations
• Workers / Employee Trusts
• BBBEE Staff Trusts
• Community Trusts
• Court Order (Road Accident Fund) Trusts

2. Training
• Trustee Training
• Beneficiary Training
• Annual Trustee refresher training

3. Trustee Elections
• Verification of eligible Beneficiaries
• Facilitating and management of Trustee Elections

4. Trust Deed Audit and Analysis
• Review and advice on Trust Deed to ensure legal compliance
• Drafting amendments to Trust Deeds
• Facilitating Trustee Resolutions authorising Trust Deed amendments
• Registration of Trust Deed amendments with Master of the High Court

5. Trust Administration and Management
• Trust Tax and Legal compliance services
• Secretarial services to Board of Trustees
• Facilitating dispute resolution among Trustees and between Trustees and Beneficiaries
• Liaising with Master of the High Court and South African Revenue Service

6. Trust De-Registrations
• Ensuring appropriate Board Resolutions are passed to de-register Trust
• Attending to winding up the Trust in accordance with Trust Deed
• Registration of winding up / de-registration of Trust with Master of the High Court

B. Trust Services For Entrepreneurs
For individuals that are engaged in business activities, either as business proprietors or as investors, we can assist as follows:
• Drafting Asset Protection Trusts
• Drafting suitable Shareholder Agreements
• Drafting Key-Man Agreements
• Drafting Buy-Sell Agreements