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Recorded Webinars

Recorded Webinar: Protecting Inter-generational Wealth from the Family Law Courts

Not all relationships last the distance, and parents are increasingly concerned about protecting their adult children’s potential share of that wealth from a former partner following a relationship breakdown. This session provides a guide to practitioners on estate planning mecha

Date/Time

About the Webinar

Not all relationships last the distance, and parents are increasingly concerned about protecting their adult children’s potential share of that wealth from a former partner following a relationship breakdown. This session provides a guide to practitioners on estate planning mechanisms for quarantining assets from family court proceedings, including:

  • What does the FCFCOA look for in assessing assets available for property claims?
  • How effective are family trusts in protecting property from third party claims?
  • Strategies for drafting trust deeds and managing distributions to fend of former partner claims
  • Structuring testamentary trusts for asset protection
  • Can a Binding Financial Agreement effectively prevent claims against trust assets and wider family property?
  • Cases including Rigby Kingston (No 4) [2021] FamCA 501

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 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.

CPD Information

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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