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Recorded Webinars

Recorded Webinar: Trust Variations in the Context of Estate Planning

This session looks at the complexities around trust variations in the context of estate planning and the key things for you to be aware of when advising your clients. It includes: The typical trust deed - where are the sticking points? In what circumstan
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

This session looks at the complexities around trust variations in the context of estate planning and the key things for you to be aware of when advising your clients. It includes:

  • The typical trust deed - where are the sticking points? In what circumstances are you likely to need to vary?
  • Scope of variation power
  • Common types of variation and how to affect them:
    • change of beneficiaries
    • extending vesting dates
    • change of income clause
    • change of appointor/guardian arrangements
    • change of appointor/guardian powers
  • Trust splits and CGT - the Commissioner changes his view
  • Risk of resettlement - CGT and stamp duty issues

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.

Who Should Attend?

This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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