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77811
Individual Podcasts

Deceased Estates and Testamentary Trusts: Making Sure Income is Excepted Trust Income

With the growth in intergenerational wealth, thoughtful estate planning is increasingly vital. This session considers testamentary trusts and other trusts often used for estate planning purposes, including special disability trusts, superannuation proceeds trusts and estate procee
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Podcast

With the growth in intergenerational wealth, thoughtful estate planning is increasingly vital. This session considers testamentary trusts and other trusts often used for estate planning purposes, including special disability trusts, superannuation proceeds trusts and estate proceeds trusts. It also reviews some of the more recent technical developments in relation to tax implications of estate planning.

Featuring: Matthew Burgess, View Legal

[24.43 minutes] [0.41 CPD hours]

Presented By

Matthew Burgess
Director, View Legal Australia,

Matthew Burgess co-founded specialist firm View Legal in 2014, having been a lawyer and partner of one of Australia’s leading independent law firms for over 17 years. Matthew’s passion is helping clients successfully achieve their goals.

Matthew specialises in holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

CPD Information

0.01 CPD Hours

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