#18 – Firm of the Future – Now

14441896787_0ac0467a11_o-300x200This is a podcast of the webinar ‘Firm of the Future – Now’ held on 17 February 2016.

The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

The impact of radical market changes and ever increasing complexity, mean the business models of all professional service firms (PSF) are under constant reassessment.

Many argue that the key to success, and perhaps even survival, is to create a true ‘Firm of the Future’.

This session will deconstruct why the concept is gaining such traction and provide deep insight from someone who has twice in the last 5 years re-written the PSF rule book.

5 key benefits –

  • How to learn what not to do – quickly!;
  • Demystifying the key building blocks of a firm of the future;
  • The 3 P’s – Process, Product and Pricing;
  • Inside account of how to create a true firm of the future; and
  • Exploring how the good artists borrow; and the great artists steal.

#17 – Enduring powers of attorney and guardianship – everything you need to know

Enduring Powers Of AttorneyThis is a podcast of the webinar ‘Enduring powers of attorney and guardianship – everything you need to know’ held on 17 November 2015.
The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

Arguably, one of the most contentious areas of estate planning relates to enduring powers of attorney and guardianship.

There is an array of issues that must be taken into account in relation to appointing attorneys and guardians.

In this 60-minute presentation, we explored some of the key things that advisers must address, including:

  1. how to structure the appointment of more than one attorney;
  2. the interrelationship between attorneys, enduring attorneys, guardians, executors and binding death benefit nominations;
  3. the interplay of these arrangements across state and international borders;
  4. the role of state government departments; and
  5. the implications of recent court decisions, including the high court’s decision in Stanford.

 

Watch Full Webinar