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Individual Podcasts

Bad Deeds: The Perils and Pitfalls of Older Trust Arrangements

Various standard clauses in older trust deed of family discretionary trusts can create major perils and pitfalls for trustees in deciding what distributions, or in making changes to the trust, and this includes questions over whether proposed recipients of distributions are actual
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Podcast

Various standard clauses in older trust deed of family discretionary trusts can create major perils and pitfalls for trustees in deciding what distributions, or in making changes to the trust, and this includes questions over whether proposed recipients of distributions are actually eligible beneficiaries. In this program, Matthew Burgess, from View Legal, looks at examples of such problematic clauses, and the issues that can arise.

25 minutes / 0.42 CPD units

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

0.42 CPD Hours

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