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Recorded Webinars

Recorded Webinar: Post Death Trusts: Better Late Than Never?

In an ideal world, appropriate estate planning is done during a person’s lifetime. However, it doesn’t always turn out that way. This session examines options available for implementing trust structures after death and the tax consequences that apply. It covers:

Date/Time

About the Webinar

In an ideal world, appropriate estate planning is done during a person’s lifetime. However, it doesn’t always turn out that way. This session examines options available for implementing trust structures after death and the tax consequences that apply. It covers:

  • Who can be beneficiaries of a post death trust?
  • Are there time limits on establishing them?
  • What limits apply to how much can be transferred to a post death trust?
  • S102 AG –excepted trust income and post death trusts
  • CGT issues, particularly CGT event K3, in post death trusts
  • Limiting tax with a post death testamentary trust – is this possible?
    • other post-death strategies
    • estate proceeds trusts
    • superannuation proceeds trusts
    • child maintenance trusts
  • How can you get money into a testamentary trust post death? Time period and gap

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 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.

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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