Estate Planning

WORKING WITH TRUSTS:

In South Africa as an associate to a firm of attorney’s Halse, Havermann & Robertse with Paul Robertse his association was built, handling estate planning, structuring trusts. Intervivos, Usufruct, Testamentary trust, land and a special endowment trust with a life assurance company, wills, annuities and as a resource to his practice in the town they lived in, with MVA (motor vehicle accident) claims Andrew advised the attorney’s clients with the best investment plans or referred them to associates for continued service.

An association with attorney Kobus Swart in the real estate transactions from commercial properties to the sale of businesses and the drafting of contracts was another element of his knowledge Andrew’s expertise has been in the creation of concepts that work for clients in solving big ticket problems. Andrew works with professional advisers and counselors and a number of clients in estate planning in your state or city with creating trusts, use of wills and real estate transactions, has attorneys you will feel comfortable with when they work with you. In a similar manner he may bring value to your business.

In ZA as an associate to Paul Robertse a partner of the firm of attorney’s Halse, Havemann & Robertse Andrew was taught the intricacies of estate planning and handling MVA claims. He became quite a master handling estate planning matters using life assurance products, investments and structuring trusts Intervivos, Usufruct, Testamentary Trust and a special Endowment Trust with a Life Assurance company, also prepared single and joint wills, annuities and as a resource to his business practice of 350 client  and 120 business accounts in the Durban, ZA where he lived. The MVA (motor vehicle accident) claims Andrew advised the attorney’s better clients with, were for the best investment plans, annuities, endowments, whole of life contracts, and a permanent health insurance plan (PHI) similar to the Long Term Care Insurance plan of today.


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