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Recorded Webinars

Recorded Webinar: Business Succession Planning and Control Issues in the Wake of COVID-19

As COVID-19 sweeps the globe, vulnerable business owners may be left asking: ‘What happens if I, or my business partner, get sick?’ It is vital that all SMEs have appropriate succession plans in place that account for emergency and disaster events. If your clients do not already
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

About the Webinar

As COVID-19 sweeps the globe, vulnerable business owners may be left asking: ‘What happens if I, or my business partner, get sick?’ It is vital that all SMEs have appropriate succession plans in place that account for emergency and disaster events. If your clients do not already have one in place, now is the time to do so. This session explores the following:

  • Maintaining control in the wake of disaster events or incapacity:

    • Ensuring appropriate powers of attorney are in place:

      • Protocols and limitations on their use

      • Drafting strategies to consider

    • Effective use of shareholder and partnership agreements:

      • Drafting tips to deal with shareholders, partners or directors being unavailable to vote or attend meetings

      • Making the agreements tax effective

  • Effective business succession tips and traps:

    • CGT on sale of interest – how to minimize the inevitable

    • Ensuring insurance proceeds are not taxable

    • Making the most of buy-sell agreements:

      • Funding issues

      • Ownership structures

      • Design decisions

      • Tax considerations

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 succession lawyers – Australia wide. 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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