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The use of special purpose trusts in estate planning presentation

Published on 16 Mar 07 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This presentation covers:

  • wastrel children
  • guarding against the disaffected spouse
  • family maintenance claims
  • dealing with ‘blended’ families
  • bankrupt or ‘at risk’ beneficiaries
  • fraud and undue influence
  • Div 6AA issues and tax
  • superannuation and death benefits.
This was also presented on 3 August 2007 at the Queensland State Convention in Surfers Paradise.

Author profile

Matthew Burgess CTA
Photo of author, Matthew BURGESS Matthew 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 13 August 2018
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This was presented at Queensland State Convention: Reach for the Stars .

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