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Live Webinars

Live Webinar: Nothing Lasts Forever: Dealing with Aged Trusts and Ageing Trustees

Many trusts were established in the 1970s and 1980s by financially prudent mums and dads. Fast forward to the present day and those trusts are now worth millions. With many of those trusts nearing their vesting date (and many of those original office holders starting to lose capac
PRESENTED BY Matthew Burgess Director - View Legal , Australia

Date/Time

Monday 19th May 2025
Vic, NSW, Qld, ACT, Tas: 1pm to 2pm
SA & NT: 12.30pm to 1.30pm
WA: 11am to 12pm

About the Webinar

Many trusts were established in the 1970s and 1980s by financially prudent mums and dads. Fast forward to the present day and those trusts are now worth millions. With many of those trusts nearing their vesting date (and many of those original office holders starting to lose capacity), there is an increasingly urgent need to deal with such trusts as part of prudent estate planning. To assist estate planners consider the options in a holistic manner, this session shall examine:

  • When it may be prudent or appropriate to seek to vary to extend the vesting date of the trust, and how to do so if trust lacks variation power
  • When it may be preferable to bring forward the vesting of the trust - what are advantages and disadvantages of vesting during testator’s lifetime and how should you go about this
  • Has Owie’s case made it preferable in some instances to seek the winding up of a family discretionary trust pre-death rather than pass control down to the next generation?
  • The tax outcomes of vesting the trust and transferring assets 

Presented By

Matthew Burgess
Director, View Legal Australia,

Matthew Burgess 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 holistic estate planning (including trusts, tax, asset protection, structuring, business succession and superannuation). 

He has been recognised for many years in the ‘Best Lawyers’ list in relation to trusts and estates, and wealth management/succession planning and either personally or as part of View in Doyles’ in relation to taxation, and wills, estates and succession planning.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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