About Instructor

Matthew Burgess

Matthew Burgess

0403 209 977

Intermediate Estate Planning

Estate planning is the process of ensuring wealth is dealt with, after death, as intended.

An appropriate estate plan minimises the impact of challenges against the arrangements and costs such as stamp duty, tax and administration expenses.

The intermediate estate planning course in View University is designed to build on the introductory course.

While it is not compulsory to have completed the introductory course, participants are expected to have a strong foundation in all the key aspects of estate planning.

Section 1: Overview
Introductory lecture
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Lecture 1 - Summary of Course
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Lecture 2 - Overview summary
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Section 2: Trusts Overview
Lecture 3 - Intermediate Estate Planning – Trusts Overview
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Lecture 4 - Private Trust Assets
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Lecture 5 - Lessons from the Family Court case of Essex
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Lecture 6 - Trusts and Estate Planning
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Lecture 7 - Importance of minimising loan accounts to at risk beneficiaries
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Lecture 8 - Family court case on the distinction between a loan and a gift
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Lecture 9 - Intermediate Estate Planning – Trusts Overview
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Lecture 10 - Impact of Richstar on discretionary trusts
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Lecture 11 - House transfers and real love
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Lecture 12 - Scope of the Richstar decision
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Lecture 13 - Intermediate Estate Planning – Trusts Overview
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Section 3: Testamentary Trusts and Tax
Lecture 14 - Intermediate Estate Planning - Testamentary Trusts and Tax
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Lecture 15 - Companies
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Lecture 16 - Assets excluded from the reach of a trustee in bankruptcy
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Lecture 17 - Future of TDTs Post Richstar
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Lecture 18 - Cases that have considered Richstar
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Lecture 19 - What are the tax consequences of assets passing via a testamentary trust
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Lecture 20 - Intermediate Estate Planning - Testamentary Trusts and Tax
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Lecture 21 - Testamentary trusts – is it ever too late?
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Lecture 22 - What are the stamp duty consequences of assets passing via testamentary trusts?
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Lecture 23 - Duty consequences of change of trustee
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Lecture 24 - Intermediate Estate Planning - Testamentary Trusts and Tax
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Section 4: Related Estate Planning Issues
Lecture 25 - Intermediate Estate Planning – Related Estate Planning Issues
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Lecture 26 - Partnership Assets
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Lecture 27 - Partnerships and Estate Planning
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Lecture 28 - Court drafted wills
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Lecture 29 - When will an inheritance be at risk?
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Lecture 30 - Using court drafted wills to achieve asset protection and tax planning
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Lecture 31 - Intermediate Estate Planning – Related Estate Planning Issues
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Lecture 32 - What are the exceptions to the assets of a testamentary trust being protected?
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Lecture 33 - Scissors, paper, rock – Family Law – v – Bankruptcy Act (part II)
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Lecture 34 - Related Estate Planning issues
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Section 5: Bonus material
Lecture 35 - Flyer – Estate proceeds trust
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Lecture 36 - Article – the use of special purpose trusts (part 1)
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Lecture 37 - Article – the use of special purpose trusts (part 2)
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