Trusts Uncovered: When and Why to Use Them
Show notes
In this episode, Pieter de Villiers and Eben Nel, FISA Councillor and Fiduciary Adviser at PSG Wealth, discuss the complexities of estate planning through trusts, including when they make sense, their benefits, and legal considerations. Learn how trusts can protect wealth, facilitate long-term planning, and the importance of proper setup and management.
Chapters
- 00:00 Introduction to Trusts and Estate Planning
- 01:11 Understanding the Purpose of Trusts
- 05:25 When to Consider a Trust
- 08:32 Evaluating Wealth and Trust Necessity
- 10:27 The Role of Testamentary Trusts
- 11:24 Legal Implications of Trust Control
- 18:06 Managing Dormant Trusts and Responsibilities
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