Tamara Wallis and Karen Eckley

Executive Directors, Trustees for the Future

Tamara and Karen have a combined industry experience that spans over 36 years and have specialised knowledge and experience in the following:

  • Tax matters and how to make tax-effective decisions as trustees.
  • Conflict resolution strategy and group restructuring.
  • Risk insurance solutions for beneficiaries and trustees.
  • Business entities and how they fit in with trusts.
  • Estate planning and wills and how that fits in with trusts.
  • Administration of trusts and all developments in trust law and relevant case law.

Tamara

  • BCom (Accounting), LLB, Master of Laws – Estate Planning.
  • Postgraduate Diploma in Financial Planning.
  • CGISA International Qualifying Board Examination (Chartered Secretary Route).

Karen

  • Bachelor of Commerce in Law; H.E.D.
  • Postgraduate Diploma in Estate and Financial Planning.
  • Advanced Postgraduate Diploma in Financial Planning.


Events that was hosted by Tamara Wallis and Karen Eckley

Event Start Date CPD Hours Status
Trusts Beyond 2021: Risks for Trustees and Tax Pra... 11 November 2021 2
Event Past
Trusts Beyond 2021: The Importance of Considering... 25 October 2021 2
Event Past

Webinars on Demand presented by Tamara Wallis and Karen Eckley

Title Hours
Trusts Beyond 2021: Risks for Trustees and Tax Practitioners in Trust Administration (Part 3) 2
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