New tax law. Fresh structuring challenges. Always present trusts law difficulties and disputes. Stronger advice starts here. The Federal Budget has put trust structuring and tax-driven planning firmly in focus. Are your clients’ arrangements ready for what comes next? This advanced Trusts Masterclass connects tax law with the decisions lawyers need to make: when to restructure, how to approach succession planning, what to do with insolvency situations and where tax consequences can undermine an otherwise sound strategy. Sharpen your approach to trustee decisions, navigate restructuring and exit risks, and tackle foreign beneficiary issues, ATO scrutiny and trust disputes. Gain practical insights to identify vulnerabilities, weigh the options and advise with greater confidence. Move beyond knowing what has changed and understand what it means for your next client conversation.

Presenters

Matthew Burgess, Director, View Legal
Matthew Burgess co-founded specialist holistic tax and estate planning firm View Legal in 2014, following experience as a lawyer and partner of one of Australia's most formidable independent law firms for over 17 years. In part inspired by working in the SME market space, Matthew has been the catalyst for a number of innovative legal platforms, including establishing what was widely regarded as Australia's first distributed law firm.

Annemarie Wilmore, Partner, Johnson Winter Slattery
Annemarie is a taxation lawyer specialising in tax and revenue disputes, litigation and alternative dispute resolution. She helps taxpayers to protect against, manage and resolve their taxation disputes. Annemarie’s expertise includes assisting a range of clients at all stages of the tax dispute continuum, from assessing tax risk in potential transactions, through to successfully defending filed positions in reviews, audits, objections and taxation litigation. Annemarie has a strong understanding of tax policy and practice and advises on a broad range of issues including domestic and international Australian income tax, transfer pricing, superannuation guarantee charge, anti-avoidance provisions, payroll tax and state taxes. 

King Tan, Consulting Principal, Keypoint Law
King Tan is a senior lawyer with extensive experience acting in matters requiring strategic legal advice. His clients include corporate groups, investment funds, private family groups and high net worth individuals. King is recognised by The Best Lawyers in Australia TM for his expertise in Taxation Law (2026) and by the Doyle’s Guide as a Recommended Tax Advisory Lawyer (2026), Recommended Tax Controversy Lawyer (2026) and Leading High Net Worth Wealth & Succession Planning Lawyer (2026).

Megan Bishop, Partner, Piper Alderman
Megan Bishop is a Partner in Piper Alderman’s Tax team. She works with investors, public and private groups and individuals to navigate complex tax issues, manage risk and achieve commercially successful outcomes. Megan advises clients on a broad range of taxation matters, her areas of specialisation including business and group structuring, mergers and acquisitions, employment and mobility taxation, trust taxation, the research and development (R&D) tax incentive and cross-border tax issues. She has represented taxpayers in several significant restructuring and tax litigation matters. Her ability to combine technical expertise with a deep understanding of commercial drivers enables her to deliver commercially focused advice that helps clients make informed decisions in complex and often high-stakes situations. Before commencing her legal career, Megan worked as a Chemical Engineer. This background, combined with experience gained from roles within accounting firms, in-house legal teams and private practice, and training as a mediator, provides her with a unique perspective when addressing complex business challenges. Megan has been recognised in The Best Lawyers in Australia for Tax Law in 2025 and 2026 and was featured in Doyle’s Guide in 2025. She is also actively involved in shaping Australia’s tax profession through her roles as a member of the Australian Taxation Office’s Private Groups Stewardship Group, a member of CPA Australia’s Tax Centre of Excellence, and Vice Chair of The Tax Institute’s Engagement Committee.

Valentina Stojanovska Cal, Managing Director, Black Book Management
Valentina has more than 24 years’ experience as a corporate, commercial and tax lawyer advising funds, listed investment companies, financial institutions, responsible entities and ratings agencies, as well as national and multinational (outbound/inbound) corporates, across a diverse range of industries, including mining, finance, airlines, retail and manufacturing, property and construction, equity and capital markets and private equity. Valentina has held senior positions at KPMG, Phillips Fox, Corrs and Minter Ellison, and has worked in-house at Multiplex and Chartered Accountants Australia and New Zealand, including as National Manager, General Counsel and Head of Professional Conduct and Discipline. Valentina is the Principal of Black Book Legal and is admitted as a Legal Practitioner/Solicitor in Australia and is General Counsel of Love To Dream. Valentina is Chairman/Non-executive Director of WCM Global Growth Ltd (ASX: WQG), where she is also a member of the Audit and Risk Committee and Managing Director of Black Book Management Pty Ltd. She is also an Executive Patron of the Taronga Zoo, sits on the Ambassador Board at The Australian Ballet, where she is also an Ambassador, and is an Ambassador of the GWS Giants Football Club. Valentina has a Bachelor of Law/Arts (LLB/BA) and a Master of Laws (LLM) from the University of Melbourne, is a Graduate of the Australian Institute of Company Directors (GAICD), has completed the Leadership Program - Mount Eliza, Melbourne Business School and is a Chartered Tax Advisor (CTA) at The Tax Institute.

Raymond Lim, Solicitor-Director, TEP Legal
Raymond Lim is a Solicitor-Director of TEP Legal Pty Ltd. He holds qualifications in accounting, finance and law and holds dual professional qualifications as a Chartered Accountant and Solicitor. He has more than 20 years of extensive experience providing a diversified range of commercial legal advice to clients which includes trust, commercial law, property, taxation law as well as comprehensive estate and superannuation legal advice. Raymond is an expert in international estate planning, assisting high-net-worth private new migrants to kick start their business structures with businesses across different continents of the world. Raymond is an experienced presenter for Legalwise Seminars, Editor of Retirement and Estate Planning Bulletin as well as being the author of papers in technical journals such as Taxation Institute of Australia, Financial Planning, Money Management and Retirement and Estate Planning Bulletin.

Elizabeth Burnheim, Consulting Principal, Keypoint Law
Elizabeth is a specialised superannuation and taxation lawyer. She is experienced in handling complex taxation issues, often involving assisting high-net worth clients, business owners, trustees and beneficiaries of trusts, advising on business and investment structures for payroll tax purposes such as de-grouping applications and payroll tax audits. Elizabeth works across a wide range of matters, from assisting SMSFs acquire property using limited recourse borrowing strategies, to large payroll tax audits, to amending trust deeds for NSW Surcharge Purchaser Duty, to complex estate planning matters involving inter vivos and testamentary trusts. Elizabeth often presents at internal and external seminars and various tax discussion groups around Sydney and for The Tax Institute and Legalwise. She has also written multiple articles for the Australian Shareholder’s Association monthly publication. Elizabeth is regarded by her clients as knowledgeable, helpful and precise. She places significance on ensuring a comprehensive understanding of her clients’ circumstances to enable the best possible outcome. Elizabeth was formerly a Team Leader at Coleman Greig Lawyers’, in their Taxation and Superannuation team.

Andrew Panna KC, Foley’s List
Andrew K Panna KC practises primarily in Commercial, Contract, Property, Equity, Trusts, Wills and Estates, Corporations, Retail Tenancies, Admiralty and Maritime Law, Intellectual Property ( Copyright, Trade Marks, Designs, Confidential Information ), Trade Practices, Family Law (property disputes only), Sale and Transportation of Goods by Sea. His briefs to appear are at the County, Supreme Court (including interstate Supreme Courts), Federal Court and Family Law Court.


Michael Bersten, Barrister, Michael Bersten Barrister
Michael Bersten has been in full time legal practice for over 40 years and since 2018 has practiced as a Barrister. Michael specialises in tax and related corporate, commercial, trusts and financial matters. Michael’s current clients comprise mainly business and private wealth clients. Until 2001 Michael held legal positions in the Federal Attorney General’s Department and senior executive roles in the Australian Government Solicitor and Australia Taxation Office. From 2001 – 2018 Michael was based in Sydney as a partner in Big 4 professional firms undertaking legal practice in the area of tax controversy and dispute resolution. Michael graduated in law at UNSW and later graduated with a Masters of Taxation from the UNSW ATAX Program and an EMBA from UNSW. Michael is widely published in peer reviewed academic journals including an article in the British Tax Review in 2023 on Australia’s General Anti-Avoidance Rules. Michael was in 2023 awarded, together with Professor Robin Woellner, the Cedric Sanford medal for best paper at the UNSW ATAX 15th Biennial International Tax Administration Conference for a paper on reforming legal professional privilege in Australia. For a full list of publications and further background please see Michael’s page on LinkedIn, which also includes his contact details.

John Heard, Barrister, Young’s List
John is also happy to accept briefs in other areas, and has acted in administrative review and quasi public matters, including for the Australian Securities & Investments Commission, EastLink (toll road entity), State Trustees the Public Trustee for Victoria, and the Commissioner of Taxation / ATO. He is on the Barrister Panel for the Environment Protection Authority Victoria. John has also been briefed, for instance, in Australian Consumer Law, PPSR, Bankruptcy, FMCG, and retirement villages matters. He has a wide interest in the law and the resolution of disputes whatever the nature and is happy to discuss your matter to see if it is something he can take on. John is regularly briefed in appearance, trial, and advice work and to draw and settle pleadings and applications (see representative matters below and under “Cases”). John is also a member of the NSW Bar and is available to accept briefs Australia-wide (please check with Young’s List for any in-person availability required). Prior to coming to the Bar, John was Senior Associate to a Judge in the trial division of the Supreme Court of Victoria (Commercial Court) and Senior Associate at Dentons the world’s largest law firm. John is the updating author of The Laws of Australia commentary subtitle “Company Reorganisation” (Thomson Reuters / Westlaw). He completed a Master of Laws degree at Melbourne Law School (first class honours average) and he teaches Equity and Trusts in the Melbourne Law School JD Program. John is a Member of the Commercial Bar Association and the Tax Bar Association. John sat on the Australian Bar Association’s Indigenous Issues Committee, and on the Victorian Bar’s Indigenous Justice Committee, and he sits on the Victorian Bar’s LGBTIQ Working Group. Prior to coming to the Bar, John helped lead the team of private practice lawyers that set up and ran Australia’s first free trans and gender diverse legal clinic (with the Inner City Legal Centre).

Ian Liu, Barrister, Dever’s List
Ian practises in commercial law with a focus on equitable duties and remedies. Ian worked for over six years as a solicitor in commercial litigation before becoming a barrister. He practised at KCL Law and Rigby Cooke, where his matters involved equity and trusts, contracts, property law, consumer law, and claims in restitution. Ian has a particular interest in pleadings, civil procedure, and the management of evidence. He enjoys working in teams of counsel. Ian holds honours degrees in arts and law from Monash University.