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Estate planning considerations

Member Price: Free
Non Member Price: $15.00

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Published on 10 Oct 02 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This powerpoint presentation discusses estate planning considerations, including general operation, testamentary trusts, post death testamentary trusts, child maintenance trusts - planning opportunities, superannuation proceeds trusts, and the Family Law Act.

Author profile

Matthew Burgess CTA
Photo of author, Matthew BURGESS 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
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This was presented at Trusts Intensive Conference .

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Individual sessions

Asset protection and risk management

Author(s):  Greg CAHILL

Materials from this session:

Duties Act and trusts

Author(s):  Philip MAGOFFIN

Materials from this session:

CGT issues for trusts

Author(s):  John SECCOMBE

Materials from this session:

Estate planning considerations

Author(s):  Matthew BURGESS

Materials from this session:

Loss trusts and Division 7A issues

Author(s):  Mark L ROBERTSON

Materials from this session:

General overview and principles of trusts in practice

Author(s):  David W MARKS

Materials from this session:

Commentary: The Essential Principles of the Law of Trusts

Author(s):  David W MARKS

Materials from this session:

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