About Instructor

Matthew Burgess

Matthew Burgess

0403 209 977

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 introductory estate planning course in View University is designed to provide participants 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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Lecture 3 - Introductory Reading
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Section 2: Personal Wealth
Lecture 4 - Introductory Estate Planning - Personal Wealth
Video
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Lecture 5 - Personal Assets
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Lecture 6 - What strategies are there available to protect at risk beneficiaries?
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Lecture 7 - Estate Planning – An Overview
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Lecture 8 - ‘Look through’ powers of the Family Court
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Lecture 9 - Introductory Estate Planning – Personal Wealth
Video
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Lecture 10 - What is a spouse?
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Lecture 11 - Sham trusts and the Family Court
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Lecture 12 - Family court cases and the Stamps Office
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Lecture 13 - Introductory Estate Planning– Personal Wealth
Video
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Section 3: Ownership Structures
Lecture 14 - Introductory Estate Planning – Ownership Structures
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Lecture 15 - Joint Tenancy v Tenants in Common
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Lecture 16 - Binding financial agreements and trusts
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Lecture 17 - Estate Planning – Overview of the key areas
Video
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Lecture 18 - Using discretionary trusts to protect inheritances
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Lecture 19 - Assets of a family trust not necessarily at risk on a matrimonial breakdown
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Lecture 20 - Introductory Estate Planning – Ownership Structures
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Lecture 21 - Estate Planning – Two key areas
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Lecture 22 - Lineal descendant trusts
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Lecture 23 - Lessons from decision since Spry
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Lecture 24 - Introductory Estate Planning – Ownership Structures
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Section 4: Superannuation & Asset Protection
Lecture 25 - Introductory Estate Planning – Superannuation and Asset Protection
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Lecture 26 - Superannuation
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Lecture 27 - Estate Planning and Superannuation
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Lecture 28 - The ‘Jodee Rich’ changes
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Lecture 29 - Scissors, paper, rock – Family Law v Bankruptcy Act
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Lecture 30 - Spry enforcement proceedings
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Lecture 31 - Introductory Estate Planning – Superannuation and Asset Protection
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Lecture 32 - Do prenups actually work?
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Lecture 33 - Are trusts still useful post Spry?
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Lecture 34 - Pre-nups, pole dancers and PI insurance
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Lecture 35 - Is appointorship an asset?
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Lecture 36 - Appointors and trustees in bankruptcy
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Section 5: Bonus material
Lecture 37 - Estate planning guide
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Lecture 38 - Flyer – tenants in common v joint tenants
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Lecture 39 - Article – testamentary trusts – bespoke planning opportunities
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Lecture 40 - Estate planning checklist
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