#68 – Trust Horror Stories … the 6th Edition

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 […]

#67 – Blended families and estate planning – 13 Strategies for Success   

At least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning exercise. In saying this however, there are […]

#66 – Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk

Estate planning is widely considered the ‘go to’ value add for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated estate planning platform to monetise their offering; while managing risk. This session will explore the latest iterations available for advisers wanting to facilitate […]

#65 – Estate planning in 2022 – where are we at?

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will use case studies to explore all key recent developments including: the key estate planning related court decisions over the last 12 months taxation and stamp duty changes impacting on estate planning the impact […]

#64 – The Year in ReVIEW 2021

In this podcast, the View Legal team explore the following topic ‘The Year in review’ which was held on 18 November 2021. At least once a week throughout the course of 2021, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and […]

#63 Project management: One View

In this podcast, the View Legal team explore the following topic ‘Project management: One View’ which was held on 21 October 2021. In many business succession arrangements Regardless of whether you chose to abandon timesheets (no prizes for View’s view on that), outstanding project management is arguably the single most important issue for professional service […]

#62 Business succession (with insurance): Easy as 1, 2, 3

In this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3′ which was held on 14 September 2021. In many business succession arrangements arguably the most strategic question to ask is what type of approach should be implemented. Similar to many estate plans, with the aid […]

#61 What trust is for when: inter vivos; testamentary and post death trusts explored

In this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ‘ which was held on 26 August 2021. In many estate planning exercises arguably the most strategic question to ask is what type of discretionary trust should be implemented. With the […]

#60 The 3 P’s Unbundled: Productisation, Positioning and Pricing

In this podcast, the View Legal team explore the following topic ‘The 3 P’s Unbundled: Productisation, Positioning and Pricing’ which was held on 22 July 2021. Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. A ‘perfect storm’ across issues such as digital disruption, […]

#59 Superannuation + Incapacity: The formula to avoid failure

In this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June 2021. In many estate planning exercises, superannuation is either the second largest – or largest – asset. As superannuation savings continue to accumulate the number of superannuation fund members suffering […]