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Recorded Webinars

Recorded Webinar: Something for Everyone: Succession Planning for Blended Families

New relationships can be source of joy, but also bring with them heightened emotions and financial concerns, especially in a blended family situation. This session will explore the estate planning issues for blended families and proactive steps to achieve some certainty and clarit
PRESENTED BY Matthew Burgess Director - View Legal , Brisbane

Date/Time

About the Webinar

New relationships can be source of joy, but also bring with them heightened emotions and financial concerns, especially in a blended family situation. This session will explore the estate planning issues for blended families and proactive steps to achieve some certainty and clarity for family members, including:

  • Key considerations in developing an asset management plan for a blended family
  • Binding Financial Agreements and the management of pre-existing and post-relationship assets
  • Is a discretionary family trust the best option for differential treatment of family members?
  • The challenges of family businesses in estate planning for blended families
  • On-going financial support for the second spouse – what constitutes adequate provision? Steinmetz v Shannon [2019] NSWCA 114
  • Factoring in superannuation “dependancy” decisions
  • Strategies and practical steps for family involvement and agreement in the estate planning process

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 succession lawyers – Australia wide. 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.

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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