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Succession Planning for Family Trusts paper

Published on 09 Nov 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • family constitutions
  • process for implementing a family constitution
  • legal documentation
  • control of trusts and ‘bespoke’ constitutions
  • Corporations Act
  • restructuring a family trust using trust cloning and trust splitting
  • power to transfer trust assets
  • trust cloning
  • trust splitting
  • key cases
  • case study.

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 2017 WA Tax Intensive .

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