#48 – Trust Horror Stories … the 4th Edition

In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 19 May 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word – ‘trusts’.

A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2020 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

  • ’Hereinbefore’ – one word; many problems;
  • Filing your original trust deeds … in the shredding bin;
  • When the failure to stamp makes all the difference;
  • Using a corporate appointor: All good! … until deregistration
  • When the gifting under a gift and loan back defeats a key purpose of the entire strategy

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

  1. View apps
  2. Weekly View blog
  3. Published View books

 

Related articles

Trust Overview

Testamentary Trusts Overview

Estate Proceeds Trusts

20 Point Checklist – Trust Review

Listen to View’s previous episode here.