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
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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 |