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Succession agreements and insurance trusts

Published on 18 Sep 01 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This seminar paper discusses succession agreements and insurance trusts, with a focus on: funding, linking with reciprocal wills, put and call options, governing directorships and controlling shares.

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, 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 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 21 February 2018
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This was presented at Taxation Conference Series 3 .

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Partnership vs trusts

Author(s):  Greg CAHILL

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