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Succession agreements and insurance trusts

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 18 Sep 01 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This seminar paper discusses succession agreements and insurance trusts, with a focus on: funding, linking with reciprocal wills, put and call options, governing directorships and controlling shares.

Author profile

Matthew Burgess CTA

Matthew Burgess, CTA 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 tax, and estate and succession planning, providing strategic advice to business owners and high net worth individuals. He has been recognised in the Best Lawyers list since 2014 in relation to trusts and estates and either personally or as part of View Legal in Doyles since 2015 in relation to taxation, and since 2017 in relation to wills, estates and succession planning. In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst for a number of innovative legal solutions for advisers and their clients, including establishing Australia’s first virtual law firm. - Current at 24 February 2025

More by Matthew BURGESS

Tax and estate planning in 2023: the road ahead - 01-November-2022
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Tax and estate planning in 2021: Where are we at? - 01-February-2021
Tax and estate planning in 2020: What has changed? - 01-February-2020
2018: The biggest year in estate planning in a generation - 01-December-2018
International tax and estate planning - 01-July-2018
Subdivision 328-G: The limitations become apparent - 01-December-2017
Succession Planning for Family Trusts paper - 09-November-2017
Unravelling trusts: splitting, cloning and umbrella trusts - 01-July-2017
Lost trust deeds - 01-December-2016
Tricks, traps and tantalising opportunities: New Subdiv 328-G explained - 01-June-2016
Revenue-effective corporate restructures - 01-December-2015
Estate and succession planning - Governance agreements paper - 16-September-2015
Testamentary trusts post-death: Bespoke planning opportunities - 01-August-2015
Insurance-funded business succession - 01-March-2015
Strategies in business succession planning paper - 20-November-2014
Complex testamentary trusts and estate planning paper - 28-August-2014
Bust-proofing trusts - 01-August-2014
The Clark decision: Possible consequences for CGT event E4? - 01-May-2014
Testamentary trusts: Bespoke planning opportunities - 01-April-2014
Strategies in business succession planning paper - 26-March-2014
Potential to bust-proof a trust paper - 27-February-2014
Fixed trusts and unit trusts: One and the same? - 01-December-2013
Failed trust distributions: Their tax consequences - 01-October-2013
Trust assets and estate planning: How has the dust settled after Kennon v Spry? - 01-May-2013
Estate planning - How has the dust settled after Kennon vs. Spry? paper - 13-March-2013
Passing control of a business on insurable exit events paper - 08-June-2011
Passing control of a business on insurable exit events - Ensuring fair outcomes paper - 19-August-2010
Trust Cloning is dead (or almost): What are the alternatives and issues paper? - 11-May-2009
Trusts: feathering the nest paper - 14-November-2007
The use of special purpose trusts in estate planning - Part II - 01-June-2007
The use of special purpose trusts in estate planning - Part I - 01-May-2007
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Restructuring alternatives paper - 13-September-2005
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Click here to expand/collapse more articles by Matthew BURGESS.

This was presented at Taxation Conference Series 3 .

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Succession agreements and insurance trusts

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DisclaimerThese materials are copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Professional practice issues

Author(s): Brian J RICHARDS

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Professional practice issues

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Partnership vs trusts

Author(s): Greg CAHILL

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Partnerships vs trusts

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Taxation Conference Series 3

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Succession agreements and insurance trusts

Author profile

Matthew Burgess CTA

More by Matthew BURGESS

Individual sessions

Succession agreements and insurance trusts

Succession agreements and insurance trusts

Professional practice issues

Professional practice issues

Partnerships vs trusts

Further details about this event:

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