Individual Podcasts, Taxation, Deceased Estates and Testamentary Trusts: Making Sure Income is Excepted Trust Income

Individual Podcasts

Deceased Estates and Testamentary Trusts: Making Sure Income is Excepted Trust Income

PRESENTED BY Matthew Burgess Director - View Legal , Brisbane

About the Podcast
Presented By
CPD Information

Date/Time

01/03/2021

About the Podcast

With the growth in intergenerational wealth, thoughtful estate planning is increasingly vital. This session considers testamentary trusts and other trusts often used for estate planning purposes, including special disability trusts, superannuation proceeds trusts and estate proceeds trusts. It also reviews some of the more recent technical developments in relation to tax implications of estate planning.

Featuring: Matthew Burgess, View Legal

[24.43 minutes] [0.41 CPD hours]

Presented By

Matthew Burgess

Director, View Legal Brisbane, QLD

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

0.01 CPD Hours

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