#5 – Failed Trust Distributions

14929499369_e030c519c2_mThis is a podcast of the webinar ‘Failed trust distributions’ held on 20 May 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

The range of issues that can potentially undermine the intentions of a trustee when attempting to make trust distributions is almost limitless.

As another 30 June approaches, this presentation methodically addresses all of the key scenarios that may see purported distributions fail, including:

  • understanding the way in which beneficiaries are defined;
  • notional settlor implications;
  • trust to trust distributions and perpetuity rules; and
  • implications of failed distributions.

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#4 – Estate planning and asset protection

14178016639_c6f06a4ecb_mThis is a podcast of the webinar Estate planning and asset protection held on 25 March 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation focussed on estate planning issues that need to be considered to ensure assets are protected from family disputes, including spendthrift beneficiaries and creditors, including:

  • asset protection strategies that can be implemented during a willmaker’s lifetime;
  • the flow-through effect of those strategies under an estate plan; and
  • the latest asset protection strategies in family law situations.

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#3 – Superannuation and estate planning

superannuationThis is a podcast of the webinar ‘Superannuation and estate planning’ held on 3 December 2014.
The webinar was presented by Matthew Burgess and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 60 minute presentation provides an insight into a range of issues including:

  1. Recent cases regarding death benefit nominations;
  2. Strategies for death benefit nominations, reversionary pensions and superannuation wills;
  3. Managing insurance proceeds in superannuation; and
  4. Approaches for aligning superannuation entitlements with wider estate plans.

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#2- Are you ready for 30 June?

deed of trustThis is a podcast of the webinar ‘Are you ready for 30 June?’ held on 10 June 2014.

This webinar was presented by Matthew Burgess and Tara Lucke, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation specifically addresses:

  • ATO requirements for trustee distribution resolutions
  • Critical trust deed clauses to review when preparing distribution resolutions
  • Strategies for distributing to corporate beneficiaries
  • Division 7A and UPE planning

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#1 – Testamentary Trusts – The fundamentals

Slide14This is a podcast of the webinar ‘Testamentary Trusts – The fundamentals’ held on 26 August 2014.

The webinar was presented by Matthew Burgess and Tara Lucke, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation specifically addresses:

  • testamentary trusts and bankruptcy
  • testamentary trusts and the family court
  • overview of the taxation of testamentary trusts
  • protective trusts and other types of special testamentary trusts
  • practical considerations for testamentary trusts

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