This is a podcast of ‘The 9 Key Principals of Asset Protection’ held on 29 August 2019.
In a sentence, asset protection is often referred to as having sufficient control of assets, such that if an individual is successfully sued these assets will not be available to be used to recompense the successful litigant.
This is however only one aspect of a comprehensive asset protection strategy.
This webinar leverages View’s textbook of the same title to explore the key principles to achieving best practice asset protection, using case study examples to deeply explore a range of issues including:
- Optimal use of trust structures for protection
- Bankruptcy and family law rules
- Interplay of estate planning and superannuation principles
- Best practice personal structuring strategies
UPEs and an Asset Protection Trap
Using court drafted wills to achieve asset protection and tax planning
Changing trustees of trusts – Simple in theory … not so simple in practice
Podcast: #33 – An Asset Protection – Master Class
Taxation consequences of testamentary trust distributions – Part I
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View Legal specialises in all forms of adviser education and collaborative learning.
We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
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With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
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Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/