Description
Now, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus.
With the only certainty seemingly change, the concept of ‘designer trusts’ is arguably on trend for many specialist advisers.
In particular, throughout the life cycle of a trust, there are a range of situations that may mean a fundamental re-engineering of the trust structure is required.
Using stories and case study examples, this webinar will explore a range of issues in relation to all key forms of designer trusts, including:
Leading cases
- Trust law rules
- Tax risks
- Stamp duty exposures
- Commercial ramifications
Who Should Attend?
This webinar is vital for all professionals involved in advising clients on trust structures.
Register now to secure your place!
$99+GST (members) | $132+GST (non- members)
TPB CPD Hours: 1 hour | Legislated CPD Hours: 0.50 hours in technical competence and 0.50 hours in tax (financial) advice
Presented by:
Matthew Burgess
Director, View Legal
Matthew Burgess co-founded dynamic specialist firm View Legal in 2014, following experience as a lawyer and partner of one of Australia’s most formidable independent law firms for over 17 years.
Matthew’s passion is enabling creative customer centric solutions, specialising in holistic tax, estate and succession planning.
He has been recognised for many years in the ‘Best Lawyers’ list for trusts and estates, and Wealth Management / Succession Planning and either personally or as part of View in ‘Doyles’ in relation to taxation and for wills, estates and succession planning.
In part inspired by working in the SME market space, Matthew has been the catalyst for a number of innovative legal platforms, including establishing what was widely regarded as Australia’s first distributed law firm.
