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Recorded Webinars

Recorded Webinar: Mis-Deeds, Irregularity and Deficiencies: The Estate Planner's Nightmare

Nothing strikes fear into the heart of estate planning practitioners quite like the discovery of problems in the family trust document chain. This session will explore the implications for neglected, incorrectly followed or missing family trust deeds through recent cases and optio

Date/Time

About the Webinar

Nothing strikes fear into the heart of estate planning practitioners quite like the discovery of problems in the family trust document chain. This session will explore the implications for neglected, incorrectly followed or missing family trust deeds through recent cases and options for rectification, including:

  • The impact of non-compliance and invalid processes on a trust
  • What to do if trust documents cannot be located
  • Common problems and potential solutions
  • When to seek the assistance of the courts
  • The nuclear option, new trusts and the consequences of triggering a resettlement
  • Practical tips for reviewing and checking the chain of trust documents
  • Cases and examples including Vanta Pty Ltd v Mantovani [2023] VSCA 53; Application by Ellasil Pty Ltd [2023] VSC 69; The Application of M & L Richardson Pty Limited [2021] NSWSC 105; Re McGowan & Valentini Trusts [2021] VSC 154; Owies & Owies v JJE Nominees Pty Ltd [2022] VSCA 142; Re Narumon Pty Ltd [2018] QSC 185

Presented By

Matthew Burgess
Director, View Legal Australia,

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 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.

CPD Information

Accountants can claim up to 1 CPD 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.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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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