Architecting legacies and protecting them passionately

Welcome to
Trustees for the Future

SINCE 2006

About the Company

"The air currents of life jolt us out of line and try to keep us from achieving our goals. Unexpected weather can change our direction and strategy. We must adjust our thinking continually so we can live right” - John C Maxwell

Trustees for the Future (Pty) Ltd Client Value Porposition

about us 3

We care about you and your family's Financial- and Estate Planning needs and objectives and we will design and structure the appropriate and suitable plan to support that.

We are committed to ensuring that these objectives are achieved, even though circumstances may change. We are passionate about forming a trusted relationship with your family that will stand the test of time, protect your legacy and advise and support your loved ones, when you are no longer capable of doing so yourself.

TRUSTEES FOR THE FUTURE is a team of experts committed to passionately designing and structuring an executable legacy preservation- and succession plan with unique insight and wisdom, providing our clients with the peace of mind that their legacy and that of their families, will be administered, protected and cared for, now and beyond their lifetime.

A FIDUCIARY SPECIALIST company collaborating with your financial advisor, auditor and attorneys, advising our combined clientele on practical- and executable solutions on holistic Estate planning, Corporate governance complying with current regulatory requirements and
Trust- and Deceased estate administration with unique insight, transparent fairness and compassionate realism to ensure YOUR legacy is administered, managed and protected during your lifetime and well beyond, serving a greater purpose. Through continuous and efficient
review and implementation of appropriate solutions, we aid our clientele in navigating their needs and objectives in a rapidly changing environment – a custodian worthy of your trust.

 

  • Serving a greater PURPOSE
  • Compassionate REALISM
  • Applied WISDOM
  • Executable EXPERTISE
  • Transparent FAIRNESS
  • Unique INSIGHT
  • WORTHINESS
  • Leaving a LEGACY
  • EFFICIENT IMPLEMENTATION
  • EXECUTION of COMMITMENTS

 

Our Services

“People don’t care how much you know until they know how much you care”
- John C Maxwell

business law1

We will guide and assist you to shape your estate plan to ensure that it will be more than just a transfer of earthly possessions at your death, but a legacy that will benefit and protect your loved ones for generations to come.

 

What is Estate planning?

Estate planning is an exercise that ensures that all your property and deemed property is properly, effectively and as efficiently as possible (tax and otherwise) transferred to your loved ones upon your death per your wishes. It is thus much more than a mere plan to save tax and should be reviewed regularly.

PROPERTY - Immovable Assets; Movable Assets, Business interests; Investments; Cash and Proceeds from life policies that pays to your estate.

DEEMED PROPERTY - Policy proceeds which pays out to another natural person/legal person/trust(s); Unapproved group life fund benefits and Accrual claims in your favour.

Benefits of a holistic Estate- and Legacy Plan

A comprehensive Estate- and Legacy plan can give effect, regulate and structure the following, regardless of your age, the complexity, or size of your estate:

  • Ensure that the minimum costs will be experienced from tax, estate duty and executor’s fees. (for example, by reduced executor fees that are pre-agreed upon)
  • Identify anticipated additional costs to be paid from the estate such as estate duty, capital gains tax and possible claims against your estate as result of guarantees signed by you and creating liquidity for these liabilities.
  • Protect assets after your death. ➢ Make sure that your estate is administered correctly and in an effective and timely manner.
  • Ensure that your heirs will enjoy maximum benefit from the legacy you have left behind and that the provision made for them is adequate and sufficient.
  • Ensure that your business continues.
 

Factors influencing a holistic Estate- and Legacy Plan

A comprehensive Estate- and Legacy plan should take the following into account:

  • Changes in your personal and financial situation
  • Purchasing of assets ➢ Selling of assets
  • Changes in legislation (budget speech, tax changes etc.) It is important that you review your plan at least on an annual basis to ensure that it is still in line with your wishes, needs and objectives.

Elements of a holistic Estate- and Legacy Plan

The following elements should form part of your holistic Estate- and Legacy plan:

  • A properly drafted will that is executable
  • A Trust in particular instances that complies with legalities and of which the trust deed are customized according to its purpose
  • Risk planning (death, disability and critical illness) in a comprehensive manner to ensure all risks are addressed in the most efficient manner in collaboration with your financial advisor. Don’t have an financial advisor? We can find one for you.
  • Business succession planning
  • Investment planning
  • Retirement planning
  • Planning your will and bequests
  • Planning the administration of Trust assets to benefit the right Beneficiaries
  • Policy administrative services (determining who beneficiaries, owners, payers of insurance policies must be)
  • Tax planning and advice (working hand in hand with your auditor and financial planning). Don’t have an auditor? We can find one for you.

What is a Trust for Special needs?

The trust is designed for beneficiaries with special needs.

The special needs can either be physical and/or mental. The purpose of the Special Trust is to maintain the beneficiary with the special needs. It is important to have Trustees who understand the beneficiary’s needs, who understand how to budget and invest and understand the law related to Special Trusts.

What are Company Secretarial Services?

From registering a brand new company to keeping your annual returns up to date, our Company Secretarial Services can assist you with all your corporate needs.

We provide all CIPC related services which include Registration of new Companies, any amendment on that entity (Directors, Members, Shareholding, and Financial Year-End etc.) and the filing of your annual return. We can also assist in the registration of Intellectual Property such as Trade Marks, Patents, Designs and Copyright.

We specialize in the customization of your Company’s Memorandum of Incorporation to be structured appropriately to be aligned with shareholder agreements and other related matters.

A Second Opinion

Let our experts review your current Will, Trust, Estate or Buy and Sell Agreement for you and let you know if any changes need to be made, ensuring your peace of mind when it comes to your legal documentation.

Times change and our experts are up to speed on all matters affecting your Will, Trust, Estate or Buy and Sell Agreements. Please visit our website for more information.

Testimonials

I would like to thank you and the whole team at Trustees for the Future for the professional way you have handled my clients regarding secretarial services, estate planning and especially the role you undertake as independent trustee. It is not only the peace of mind that the legal aspects are dealt with but also the interaction with our clients over the years ensuring their assets in trusts are protected and managed for the beneficiaries. You really took a specialised section in my office relating to trusts and turned it into one of our strongest value added services. I have not met another firm with the expertise and caring that Trustees for the Future bring to the party.

- PM Kruger

Testimonials

I am a Certified Financial Planner. I have met Karen Eckley through a mutual client, who strongly recommended her to me. I have been seeing his trust administration and was very impressed. He assisted me to meet with Karen. I have introduced some of my largest client to her, for Trust related advise and general estate planning. I can without any reservations recommend her. She has been very knowledgeable, trustworthy and the advice was very beneficial for my clients. She has also assisted them to get their trust administration in good order.

- Riaan Reyneke

Testimonials

When a loved one passes, the last thing one needs to worry about should be handling the estate of the deceased.  We are fortunate to have Karen and her team aid us as family in this process.  Their professionalism and compassion goes beyond measure.  From financial planning to estate and trust management I can wholeheartedly recommend TFTF.

- Herman Myburgh

    The Experts

    North West | Gauteng | Western Cape   North West   Western Cape
    KAREN ECKLEY
    -  MANAGING DIRECTOR and FIDUCIARY SPECIALIST -
     
    TAMARA WALLIS
    -  DIRECTOR and FIDUCIARY SPECIALIST -
     
    SYDNEY ECKLEY
    -  JUNIOR FIDUCIARY SPECIALIST -
     
    North West   North West   North West
    KEVIN KONDOS
    -  REGISTERED FINANCIAL PRACTITIONER (INVESTMENTS) -
     
    CHRISTIAAN ECKLEY
    -  REGISTERED FINANCIAL PRACTITIONER (RISK) -
     
    CHARMAINE BREET
    -  MANAGER of DECEASED ESTATES -
     
    North West | Gauteng | Western Cape   North West | Gauteng | Western Cape   North West | Gauteng | Western Cape
    SHANNYN-LEE JOHR
    -  FIDUCIARY ADMIN ASSISTANT AND PA TO KAREN ECKLEY -
     
    NICOLÉ BARNARDO
    -  FIDUCIARY ADMIN ASSISTANT AND PA TO TAMARA WALLIS -
     
    VENESSA MOSALE
    -  CLIENT LIASON OFFICER -
    North West | Gauteng | Western Cape        
    ELMA HEIN
    -  FINANCE ADMINISTRATOR: ACCOUNTS DEPARTMENT -
     
     
       

    Blog news

    01
    Aug
    Section 7 C; a trust still to be; my oh my, what should we?

    If you feel that- in this confusion of tax legislation and trusts - the only thing that remains to do, is rhyming, then you should continue to read this.   Ta

    24
    Jul
    When does a Power of Attorney expire?

    Every day we must make decisions relating to our lives, finances, health care and the way we do things. For certain decisions we make, we must understand the nature,

    18
    Jul
    Financial Planning for Beginners

    “A plan is only as good as those who see it through” - Anonymous Many people do not know or don’t want to know about financial planning and how can you blame them?W

    10
    Jul
    Bequeath a legacy, but keep in mind…

    What is a legacy? A legacy is the bequest of a specific asset to an heir (This heir will be called a legatee). For instance, when a testatrix bequeaths her diam

    03
    Jul
    Why should you care about your Estate Plan?

    “Planning is bringing the future into the present so that you can do something about it now.” – Alen Lakein   The question often arises why it is so easy fo

    26
    Jun
    Wapens in 'n Bestorwe Boedel

    Wanneer ‘n persoon wat vuurwapens besit afsterf, is dit baie belangrik dat die naasbestaandes seker maak dat die vuurwapens, volgens die bepalings in die wet, gestoo

    19
    Jun
    Bitcoin, Digital gold?

    We have all either seen or heard of Bitcoins and how people are making exorbitant gains on this crypto-currency investment but is it really all it’s cracked up to be

    12
    Jun
    BESKERM JOU NALATENSKAP

    Elkeen van ons laat verskillende nalatenskappe na. Tog is daar komplekse faktore wat ons nalatenskappe bedreig – veral wanneer ons nie meer daar is om ‘n wakende oog

    02
    Jun
    WHY I SHOULD TAKE NOTE OF MY LOAN ACCOUNT TO MY TRUST

    We’ve all heard something lately about the Davis Tax Committee and our friends speaking about their trusts and loan accounts, but what exactly are they talking about

    Office Locations and Contacts

    POTCHEFSTROOM

    19 & 21 Totius Street

    Tel: 018 293 0656

    electronicservices@trusteesforthefuture.co.za
    PRETORIA

    11 Charles de Gaulle Cres,
    Highveld Office Park

    Highveld PO Box 10292
    Centurion, 0046

    Tel: 012 665 2360

    electronicservices@trusteesforthefuture.co.za
    PAARL

    73 & 75 Bergriver Boulevard

    PO Box 277, Paarl, 7620

    Tel: 021 8729862

    electronicservices@trusteesforthefuture.co.za
     

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