Holistic estate planning in 2025 – a roadmap for advisers (recording)

Holistic estate planning in 2025 – a roadmap for advisers (recording)

$132.00 Excl. GST

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Description

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.
This webinar will leverage storytelling to explore all key recent developments in holistic estate planning, including:

  1. Key estate planning related court decisions
  2. Taxation and stamp duty changes impacting on estate planning
  3. The impact of key legislation changes
  4. Latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
  5. Insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements

 

Who Should Attend?

This webinar is vital for financial advisors, tax agents, superannuation specialists, and anyone involved in advising clients on estate planning matters.

Register now to secure your place!

 

$99+GST (members) | $132+GST (non- members)

TPB CPD Hours: 1 hour |  Legislated CPD Hours: 1 hour in technical competence

 

Presented by:
Matthew Burgess

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.

 

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