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Recorded Webinars

Recorded Webinar: Choose Your Trust: Inter Vivos, Pre and Post-Death Testamentary Trusts

Even after the choice has been made as to corporate structures (company versus trust) and fixed versus discretionary trusts, there is still a strategic question of what type of discretionary trust to use, and when? This session considers the pros and cons of an inter vivos, pre-d
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

Even after the choice has been made as to corporate structures (company versus trust) and fixed versus discretionary trusts, there is still a strategic question of what type of discretionary trust to use, and when? This session considers the pros and cons of an inter vivos, pre-death testamentary trust or post-death testamentary trust, including:

  • Pros and cons of each trust structure

  • What are the requirements to establish an effective post-death testamentary trust?

  • Converting inter vivos discretionary trust into a testamentary trust:

    • mechanism triggering distribution immediately before death

    • tax implications of the distribution

  • Implications of the 2018 Budget changes to testamentary trusts:

    • do spouses need to have separate testamentary trusts?

    • is ATO’s current position consistent with the Budget announcements?

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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