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Recorded Fireside Chats

Love and Pain and the Whole Damn Thing: A Hypothetical Family Estate Planning Case Study - On Demand Fireside Chat

Fireside Chats are a one hour conversation between two of the most respected experts in their chosen field. Each discussion is planned by the two experts and covers an agreed range of issues.
PRESENTED BY Matthew Burgess Director - View Legal , Brisbane

Date/Time

About the Fireside Chat

Matthew Burgess Greg Russo
Date: Tuesday 9th May 2023
Duration: Approximately 1 Hour

This isn’t a webinar and it’s not chalk and talk. It’s a one hour conversation between two of the most respected experts in their chosen field.

There’s no such thing as a perfect family, and when it comes to estate planning, the family circumstances can range from the sublime to the ridiculous. This fireside chat will challenge two estate planning experts to come up with sound advice and a foolproof estate plan for a family which has it all and then some. The course of the discussions will expose the lateral and deep thinking that needs to be brought to the estate planning process.

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.


Greg Russo, Partner, Featherbys, Melbourne, Vic

Greg Russo is a partner at Featherbys Barristers and Solicitors. He is a member of STEP, a LIV Wills and Estates Accredited Specialist and the current Joint Chari of the LIV Specialist Accreditation Education Advisory Committee and the LIV Wills and Estates Advisory Committee.

He has a particular interest in estate administration and litigation, complex estate planning, superannuation and trust succession and associated taxation issues.

He is recognised in Doyles as both a Leading Wills and Estates Litigation Lawyer and a Recommended Wills, Estate and Succession Planning Lawyer in Victoria.

He regularly organises, chairs, moderates and presents CPD events for the LIV. Legalwise and other CPD event providers, in the area of Wills and Estates.

Greg holds a Bachelor of Laws from Monash and a Science degree (Pure Mathematics) from Monash University.

WHO SHOULD ATTEND?

This fireside chat presentation is suitable for Lawyers and Accountants. This fireside chat is for practitioners with some knowledge in all states and territories.

CPD

Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

ENQUIRIES/ASSISTANCE

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

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.

Who Should Attend?

This fireside chat presentation is suitable for Lawyers and Accountants. This fireside chat is for practitioners with some knowledge in all states and territories. CPD Accountants can claim up to 1 CPD/Training hour. Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion. WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

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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