Recorded Webinar: Choose Your Trust: Inter Vivos, Pre and Post-Death Testamentary Trusts


17 March 2020
Duration:  approx. 1 hour


Even after the choice has been made as to corporate structures (company versus trust) and fixed versus discretionary trusts, there is still a strategic question of what type of discretionary trust to use, and when? This session considers the pros and cons of an inter vivos, pre-death testamentary trust or post-death testamentary trust, including:

  • Pros and cons of each trust structure

  • What are the requirements to establish an effective post-death testamentary trust?

  • Converting inter vivos discretionary trust into a testamentary trust:

    • mechanism triggering distribution immediately before death

    • tax implications of the distribution

  • Implications of the 2018 Budget changes to testamentary trusts:

    • do spouses need to have separate testamentary trusts?

    • is ATO’s current position consistent with the Budget announcements?

Recorded Webinars,Estate planning and Wills,Recorded Webinar:  Choose Your Trust: Inter Vivos, Pre and Post-Death Testamentary Trusts

Matthew Burgess, Director, View Legal

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 trusts, tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and in Doyles’ personally or as part of view since 2015 in relation to taxation and since 2017 in relation to wills, estates and succession planning.

While a significant focus of Matthew’s practice is on small to medium enterprises and private business owners, the growth in this area in recent years has meant that he also regularly works on transactions with listed companies.


This webinar is suitable for lawyers 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.

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:

© Television Education Network Pty Ltd 2020

Product Code: WBIMAR20
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.