#16 – Bust proofing trusts

This is a podcast of the webinar ‘Bust proofing trusts’ held on 8 October 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess director of View Legal and widely recognised as two of Australia’s leading revenue focused lawyers in this area.14625956324_9694f9f450_m

Longstanding views about the form and level of asset protection afforded by trusts have been challenged and made less certain by a number of recent court decisions and legislative changes.

This presentation explored the key issues to consider when seeking to “bust-proof” a trust, including:

  1. minimising challenges on taxation grounds;
  2. the consequences of recent family court decisions involving trusts;
  3. practical recommendations when dealing with structuring new trusts;
  4. the ongoing impact of the decision in the Richstar case in 2006;
  5. relevant bankruptcy issues; and
  6. the critical issues to consider whenever establishing or amending a trust deed.

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#15 – I’m a celebrity get me out of here – estate planning horror stories of the rich and famous

15115664402_e94056b14a_oThis is a podcast of the webinar ‘I’m a celebrity get me out of here – estate planning horror stories of the rich and famous’ held on 17 September 2015.

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.

There are a myriad of estate planning issues to consider using examples from celebrity estate planning failures. Insights from practical unsuccessful use of estate planning tools by celebrities in their estate planning.

Case studies included:

  1. Michael Hutchence’s international gift and loan back arrangement
  2. The Reinhart Family and trust vesting tips
  3. Dame Elizabeth Murdoch’s life lessons
  4. Winston Churchill and keeping it simple
  5. The Lew Family and ‘outlaw’ planning
  6. Ken Talbot and the use of memorandums of directions
  7. Michael Wright and the $250K diamond encrusted bass guitar

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