Merv PHOTO
Name: Mervin Messias JD, BA, LLB, TEP, MTP
Firm Name: Mervin Messias Trust Specialist
Country: South Africa
Expertise: Trusts & Estates Law

Telephone: +27 (0) 11 783 0108
Fax: +27 (0) 11 783 0264
Email: [email protected]

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Professional Biography:

JD (Juris Doctor) / BA, LLB (Wits) / TEP (Trust & Estate Practitioner) / MTP (Master Tax Practitioner – S.A)

Mervin is a trust specialist, solving trust matters, including wills, estate planning and tax. He has over forty years plus experience in the legal profession.

His experience includes matters such as:

• Trusts that do not meet legal requirements
• Incorrectly drafted trusts
• Trust disputes
• Tax issues related to Trusts
• Succession Trust matters in Estate Planning
• Tax and Trusts in Deceased Estates
• The drafting of wills
• Will disputes
• Probate
• Probate disputes

Qualifications:

• Law qualifications in seven countries (South Africa, Australia, New Zealand, America, Israel, England and Lesotho)

Achievements:

• Admitted Attorney, Solicitor and Barrister
• Registered as a Master Tax Practitioner with the South African Institute of Tax Practitioners
• Member of the Law Society of South Africa’s committee on Trusts and Estates
• Admitted as a member of the International Society of Trust and Estate Practitioners (STEP)
• Admitted as a member of the Association of practicing Attorneys in the United States of America, specializing in Estate Planning and awarded a JD (Juris Doctor)
• Former Chairperson of the International Society of Trust and Estate Practitioners, Johannesburg Branch, South Africa (STEP)
• Admitted as academician of the International Academy of Estate and Trust Law
• Former member of the Law Society of the Northern Provinces Deceased Estates Committee
• Appointed as trustee, protector and executor in numerous trusts and estates, participating in the structuring, administration, interpretation and resolution of disputes in regard to trusts and administration of estates
• Past Chairperson of the committee on Trusts and Estates (Estate Planning) of the Gauteng Law Council
• Past Convenor of the Trusts and Estates Committee of the Life Underwriters Society of South Africa (LUASA)
• International trusts and estates- attended to the creation and administration of trusts, advising on investments of wealth in the trust structures and acting as an executor
• Extensive experience in creating Estate Plans, advising on Trust tax issues, administering trusts, conducting trust litigation and generally solving Trust matters
• Practising attorney and head of law firm specializing in Estate Planning from 1980-2018
• Former Member of FISA (Fiduciary Institute of Southern Africa)
• South African Trust & Estates law expert for Global Law Experts (GLE)
• Award winning Trust Disputes Lawyer of the Year in South Africa – 2018 by Global Law Experts (GLE)
• Received the Best Lawyers awards as a best Trust Lawyer in South Africa for 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016 and 2017
• South African Trust & Estates law expert for Advisory Excellence.

Presentations:

• Convenor and presenter of seminars on Trusts and Estates for Attorneys
• Conducted seminars for Financial Planners on Estate Planning, Trusts, Wills and Estates
• Lectured for L.E.A.D (Legal Education and Development) to attorneys on Trusts and Tax in Johannesburg, Cape Town, Durban, Bloemfontein, Port Elizabeth and East London
• Designed an Estate Planning, Trusts and Estates course for Financial Planners accredited by the Financial Planning Institute in South Africa

Articles & Letters:

• Contributing columnist on legal articles, including Trusts and Estates, for the Gauteng Law Councils publication
• Appointed as the lead editorial member for the South African Johannesburg branch of the Society of Trust and Estate Practitioners (STEP)
• Contributing columnist on articles on Trusts and Estates for “ AVANTI” the international publication of Europe, Mediterranean, Africa & Indian Ocean region committee of The Society of Trust and Estate Practitioners (STEP)
• Contributing columnist on articles on Trust and Estates published in “Insight”, the journal of the Association of Professional Financial Planners
• Contributing columnist on legal articles for the Financial Intermediaries Association of South Africa
• Contributing columnist for De Rebus, the South African Attorneys Journal.

Television Appearances For:

• Red Pepper Productions regarding Wills and Trusts
• Summit TV regarding Essentials of Estate Planning, Reducing Taxes through proper Estate Planning & Offshore diversification.

Radio Interviews For:

• 702 station.

Location: