Recorded Webinar: Post Death Trusts: Better Late Than Never?

 

8th May 2018

Duration:  approx. 2 hours

 ABOUT THE WEBINAR
In an ideal world, appropriate estate planning is done during a person’s lifetime. However, it doesn’t always turn out that way. This session examines options available for implementing trust structures after death and the tax consequences that apply. It covers:

  • Who can be beneficiaries of a post death trust?
  • Are there time limits on establishing them?
  • What limits apply to how much can be transferred to a post death trust?
  • S102 AG –excepted trust income and post death trusts
  • CGT issues, particularly CGT event K3, in post death trusts
  • Limiting tax with a post death testamentary trust – is this possible?
    • other post-death strategies
    • estate proceeds trusts
    • superannuation proceeds trusts
    • child maintenance trusts
  • How can you get money into a testamentary trust post death? Time period and gap
 PRESENTER
Our presenter

Matthew Burgess, Director, View Legal

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 trusts, tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and in Doyles’ personally or as part of view since 2015 in relation to taxation and since 2017 in relation to wills, estates and succession planning.

While a significant focus of Matthew’s practice is on small to medium enterprises and private business owners, the growth in this area in recent years has meant that he also regularly works on transactions with listed companies.

 WHO SHOULD ATTEND?

This webinar is suitable for lawyers and accountants 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: lisa@tved.net.au
Product Code: WBGMAY18
 Price:  $253.00 (Inclusive of GST)
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