Thesis (LLM)--University of Stellenbosch, 2004. / ENGLISH ABSTRACT: This study deals with a theoretical and practical investigation of the
subject discipline of estate planning in order to identify a reliable and
appropriate estate planning model. For purposes of this study, the
investigation is restricted to the development of such a model in
respect of a person within the niche of an average salary earner with
the focus on an appropriate financial planning in respect of his death.
An investigation is conducted into the basis from which the
subject emerged and developed. It is determined that this basis is the
method of successionand that it also forms an integral part of any
proposed estate planning. Relevant principles and the methods of
succession which were in force in the Roman, Roman-Dutch and
English law of succession are analysed. Through the historic
development, against the background of these systems, a link is made
to the South African law of successionand the position in terms of the
South African law is determined. The theoretical basis of the subject
discipline is also laid down. The different role players involved are
identified in the process and the proposed estate planning process is
identified and described.
The administration of estates process within the context of the
English law is compared with the same process in the context of the
South African law through a comparative study. This investigation is
limited to those aspects of the administration of estates process
important for purposes of estate planning, especially in view of the influence that the rules of the Englishlaw had on the South African law
in respect of this process.
Practical problems currently experienced by trust companies in
respect of the administration of estates are also identified and
analysed. These problems also indicate the need for the identification
of a reliable and appropriate estate planning model.
The identification of an appropriate estate analysis model is
identified as an essential control mechanism for the proposed estate
planning model. This model is furthermore expanded in order to point
out the problem areas in respect of different scenarios with a
determined conventional family construction as the basis for the
analysis.
Available estate planning instruments and techniques are
identified as aids in order to facilitate the testator's estate plan by
virtue of the proposed estate planning model. Testamentary
mechanisms are distinguished from inter vivos mechanisms and
applicable legislation is discussed.
A reliable and appropriate estate planning model is identified,
bearing in mind the results of the researchconducted.
This study is concluded with an adjudication and consolidation
of the results of the research with a special reference to the
implementation phase of an estate plan and the frequent revision
thereof. / AFRIKAANSE OPSOMMING: Hierdie studie handeloor 'n teoretiese en praktiese ondersoek van die
vakdissipline boedelbeplanning met die oog daarop om 'n betroubare
en toepaslike boedelbeplanningsmodel te identifiseer. Die ondersoek
word vir doeleindes van hierdie studie beperk en afgebaken tot die
ontwikkeling van so 'n model vir 'n persoon wat homself in die nis van
die gemiddelde salaristrekker bevind met die fokus op 'n toepaslike
finansiële beplanning vir die intrede van dié se dood.
Daar word ondersoek ingestel na die basis waaruit dié
vakdissipline ontstaan en ontwikkel het. Daar is gevind dat die metode
van erfopvolging daardie basis uitmaak en ook 'n integrale deel vorm
van enige boedelbeplanningwat onderneem word. Relevante beginsels
en die metodes van erfopvolging soos dit in die Romeinse, Romeins-
Hollandse en Engelse erfreg gegeld het, word ontleed. Met die
historiese ontwikkeling in hierdie stelsels as agtergrond, word daar by
die Suid-Afrikaanse erfreg aangesluit en die posisie volgens die Suid-
Afrikaanse reg bepaal. Die teoretiese grondslag van die vakdissipline
word ook vasgelê. Die verskillende rolspelers betrokke by die
voorgestelde boedelbeplanningsproses word geïdentifiseer en die
voorgestelde boedelbeplanningsprosesword beskryf.
Die boedelberedderingsprosesword ook binne die konteks van
die Engelse reg met dié proses binne die konteks van die Suid-
Afrikaanse reg deur 'n regsvergelykende studie vergelyk. Hierdie
ondersoek word ook beperk tot daardie aspekte van die beredderingsproses wat vir doeleindes van boedelbeplanning van
belang is, juis in die lig van die invloed van die Engelsregtelike reëls op
die Suid-Afrikaanse reg ten aansien van gemelde proses.
Praktiese probleme wat tans tydens die beredderingsproses van
bestorwe boedels deur trustmaatskappye ervaar word, word ook
geïdentifiseer en ontleed. Hierdie probleme ondersteun ook die
behoefte aan die identifisering van 'n betroubare en toepaslike
boedelbeplanningsmodel.
Die identifisering van 'n toepaslike boedelontledingsmodel word
aangetoon as 'n onontbeerlike kontrolemeganisme van die
voorgestelde boedelbeplanningsmodel. Hierdie ontledingsmodel word
ook uitgebrei om probleemareas ten aansien van verskillende
scenario's uit te wys met 'n bepaalde konvensionele gesinskonstruksie
as die basis vir die ontledingsmodel.
Beskikbare boedelbeplanningsinstrumente en -tegnieke word
geïdentifiseer as hulpmiddels om die erflater se toepaslike boedelplan
ingevolge die struktuur van die voorgestelde boedelbeplanningsmodel
te fasiliteer. Testamentêre meganismes word van inter vivos
meganismes onderskei en toepaslike wetgewing word ook bespreek.
Na aanleiding van die resultate van hierdie navorsing word 'n
betroubare en toepaslike boedelbeplanningsmodel geïdentifiseer.
Die studie word afgesluit met 'n beoordeling en samevatting van
die resultate van die navorsing met 'n spesifieke verwysing na die implementeringsfase van 'n boedelplan en die gereelde hersiening
daarvan.
| Identifer | oai:union.ndltd.org:netd.ac.za/oai:union.ndltd.org:sun/oai:scholar.sun.ac.za:10019.1/50045 |
| Date | 12 1900 |
| Creators | Pretorius, F. J.(Frederik Johannes) |
| Contributors | De Waal, M. J., Stellenbosch University. Faculty of Law. Dept. of Mercantile Law . |
| Publisher | Stellenbosch : Stellenbosch University |
| Source Sets | South African National ETD Portal |
| Language | af_ZA |
| Detected Language | Unknown |
| Type | Thesis |
| Format | ix, 354 leaves |
| Rights | Stellenbosch University |
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