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Trusts - Estate Planning Considerations seminar paper
Published on 21 Feb 03 by QUEENSLAND DIVISION, THE TAX INSTITUTE
This seminar paper covers the following topics:
- testamentary trusts
- who should be the trustee?
- can the trustee be challenged?
- tips and traps - trusts
- when should a trust vest?
- Family Law Act
- child maintenance trusts.
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
This was presented at 2003 NORTH QUEENSLAND CONVENTION - ANOTHER ROLL OF THE DICE... .
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Trusts - Estate Planning Considerations
Author(s): Matthew BURGESSMaterials from this session:
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Division 7A and Section 109UB
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Interest Deductibility Recent Tax Cases & Rulings
Author(s): Robert AllerdiceMaterials from this session:
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Other Tax Cases & Rulings
Author(s): Stephen GRAWMaterials from this session:
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GST Audits
Author(s): Steve VESPERMANMaterials from this session:
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Partnerships - A Case Study
Author(s): Keith BURCHILLMaterials from this session:
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Estate Planning and Asset Protection
Author(s): Greg CAHILLMaterials from this session:
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Pensions "You Bet Your Life!"
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Simplified Tax System and Imputation - How simple is it?
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