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Recorded Webinars

Recorded Webinar: Ruling from Beyond the Grave: Trust Deeds and Family Constitutions

Families with considerable wealth are increasingly using family trusts and family constitutions to hold and distribute their assets, thus reducing the need to rely on wills as the sole mechanism for estate distribution. This session will look at the essential elements of trust de

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About the Webinar

Families with considerable wealth are increasingly using family trusts and family constitutions to hold and distribute their assets, thus reducing the need to rely on wills as the sole mechanism for estate distribution. This session will look at the essential elements of trust deeds and family constitutions and how to bullet proof them to withstand changes in family circumstances arising from the death of key family members, including:

  • Trust deeds:
  • The essentials
  • Trustee and appointor, duties and obligations
  • Consequences of death or incapacity
  • Changes in directors
  • Family Constitutions:
  • Are they binding arrangements?
  • Setting up an entity
  • Mechanisms for change in control
  • Updating the constitution
  • Addressing succession
  • Incorporation of family constitution into wills and trust deeds
  • Winding up, passing control and joint control

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. FASEA – category “Technical Competence” – 1 hour.

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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