View Legal Podcast https://viewlegal.com.au/view-legal-podcast/ View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning. Tue, 19 Mar 2024 05:24:46 +0000 en-AU hourly 1 https://wordpress.org/?v=6.4.3 https://viewlegal.com.au/wp-content/uploads/2020/11/favicon-21.png View Legal Podcast https://viewlegal.com.au/view-legal-podcast/ 32 32 View Legal false View Legal Copyright 2021 View Legal Copyright 2021 View Legal podcast View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning. View Legal Podcast https://viewlegal.com.au/wp-content/uploads/powerpress/View_Legal_Podcast_(updated_8.18).jpg https://viewlegal.com.au/view-legal-podcast/ d483c455-fcd7-56a7-8247-67a503f01222 #86- Adviser Facilitated Estate Administration and Probate: Stories of Success https://viewlegal.com.au/podcast/86-adviser-facilitated-estate-administration-and-probate-stories-of-success/ Tue, 19 Mar 2024 05:24:46 +0000 https://viewlegal.com.au/?p=156206 Holistic estate planning arguably has been, and remains, the definition of ‘so hot right now’.

A key part of the story of strategic advisers, particularly as the entire baby boomer generation cohort enters the last phase of their life span, is probate and estate administration.

This session will explore how financial advisers, ac countants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their holistic estate planning related offerings; and – arguably more importantly – get off risk.

In particular, the webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:

  1. The main steps in obtaining probate
  2. Opportunities for advisers delivering facilitated estate administration solutions
  3. Pricing of estate administration products
  4. Examples and story sharing

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning

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

Related articles and resources:

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Holistic estate planning arguably has been, and remains, the definition of ‘so hot right now’. A key part of the story of strategic advisers, particularly as the entire baby boomer generation cohort enters the last phase of their life span, A key part of the story of strategic advisers, particularly as the entire baby boomer generation cohort enters the last phase of their life span, is probate and estate administration.
This session will explore how financial advisers, ac countants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their holistic estate planning related offerings; and – arguably more importantly – get off risk.
In particular, the webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:

* The main steps in obtaining probate
* Opportunities for advisers delivering facilitated estate administration solutions
* Pricing of estate administration products
* Examples and story sharing

For access to more webinars and resources join one (or all) of the View Communities.
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 customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:

* PODCAST: #56 – Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution 
* PODCAST: #34 – Adviser facilitated Probate and Estate Administration
* Listen to View’s previous episodes here.

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# 85 – Estate planning in 2024 – where are we at? https://viewlegal.com.au/podcast/85-estate-planning-in-2024-where-are-we-at/ Fri, 16 Feb 2024 06:41:19 +0000 https://viewlegal.com.au/?p=156162 The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including:

  • key estate planning related court decisions
  • taxation and stamp duty changes impacting on estate planning
  • the impact of key legislation changes
  • latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
  • insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning

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

Related articles and resources:

PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster 

PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success 

Listen to View’s previous episodes here. 

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The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will leverage story telling to explore all key recent developments in holistic estate planning,
* key estate planning related court decisions
* taxation and stamp duty changes impacting on estate planning
* the impact of key legislation changes
* latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
* insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements

For access to more webinars and resources join one (or all) of the View Communities.
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 customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:
PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster 
PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success 
Listen to View’s previous episodes here. 
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# 84 – Year in ReVIEW  https://viewlegal.com.au/podcast/84-year-in-review-2023/ Thu, 16 Nov 2023 23:53:34 +0000 https://viewlegal.com.au/?p=156056

At least once a week throughout the course of 2023, View has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.

In this special event, View reviews the highs and lows from 2023 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.

Best of all, the entry price is at one of  View’s favourite price points, namely, free!

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning 

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

Related articles and resources:

PODCAST: #74 Year in ReVIEW 2022 

PODCAST: #67 Year in ReVIEW 2021 

Listen to View’s previous episodes here. 

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At least once a week throughout the course of 2023, View has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event,





At least once a week throughout the course of 2023, View has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.In this special event, View reviews the highs and lows from 2023 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.Best of all, the entry price is at one of  View’s favourite price points, namely, free!For access to more webinars and resources join one (or all) of the View Communities.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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)Related articles and resources:PODCAST: #74 Year in ReVIEW 2022 PODCAST: #67 Year in ReVIEW 2021 Listen to View’s previous episodes here. 






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# 83 – Speaking and Presenting: Adviser Hacks  https://viewlegal.com.au/podcast/83-speaking-and-presenting-adviser-hacks/ Sun, 22 Oct 2023 21:30:14 +0000 https://viewlegal.com.au/?p=156026

At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged.

This webinar will provide a modern day version of the Pareto Principle (aka the 80-20 rule, that is 80% of a result comes from 20% of the input).

The modern day iteration being that it is in many situations more like a 99-1 rule; not 80-20.  That is 99% of a result can be sourced from merely 1% of the input.

This webinar will focus on the key foundational speaking strategies to help you and your team create radically disproportionate improvements in all forms of communication, including:

  • A ‘go to’ structure for every presentation, of any description.
  • Overview of the key speaking strategies.
  • A deeper dive into critical speaking skills (being the 1% that are likely to be the most impactful).
  • Further learning guidance.

 

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning 

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

Related articles and resources:

Listen to View’s previous episodes here. 

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At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged. This webinar will provide a modern day version of the Pareto Principle (aka the 80-20 rule,





At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged.This webinar will provide a modern day version of the Pareto Principle (aka the 80-20 rule, that is 80% of a result comes from 20% of the input).The modern day iteration being that it is in many situations more like a 99-1 rule; not 80-20.  That is 99% of a result can be sourced from merely 1% of the input.This webinar will focus on the key foundational speaking strategies to help you and your team create radically disproportionate improvements in all forms of communication, including:* A ‘go to’ structure for every presentation, of any description.* Overview of the key speaking strategies.* A deeper dive into critical speaking skills (being the 1% that are likely to be the most impactful).* Further learning guidance. For access to more webinars and resources join one (or all) of the View Communities.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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)Related articles and resources:* PODCAST: #45 – Exploring the Science of Sales * PODCAST:  #70 – Helpful Hacks Listen to View’s previous episodes here. 






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# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts   https://viewlegal.com.au/podcast/82-designer-trusts-split-cloned-umbrella-and-corporate-trusts/ Fri, 15 Sep 2023 21:50:50 +0000 https://viewlegal.com.au/?p=155978

In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus. 

With the only certainty seemingly change, the concept of ‘designer trusts’ is arguably on trend for many specialist advisers. 

In particular, throughout the life cycle of a trust, there are a range of situations that may mean a fundamental re-engineering of the trust structure is required. 

Using stories and case study examples, this webinar will explore a range of issues in relation to all key forms of designer trusts, including: 

  1. leading cases
  2. trust law rules
  3. tax risks
  4. stamp duty exposures
  5. commercial ramifications

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning 

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

Related articles and resources:

Listen to View’s previous episodes here.

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In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus.  With the only certainty seemingly change, the concept of ‘designer trusts’ is arguably on trend for many specialist advisers.





In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus. With the only certainty seemingly change, the concept of ‘designer trusts’ is arguably on trend for many specialist advisers. In particular, throughout the life cycle of a trust, there are a range of situations that may mean a fundamental re-engineering of the trust structure is required. Using stories and case study examples, this webinar will explore a range of issues in relation to all key forms of designer trusts, including: * leading cases * trust law rules* tax risks* stamp duty exposures* commercial ramificationsFor access to more webinars and resources join one (or all) of the View Communities.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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)Related articles and resources:* PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success * PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure Listen to View’s previous episodes here.






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#81 – Superannuation and Estate Planning: A recipe for disaster https://viewlegal.com.au/podcast/81-superannuation-and-estate-planning-a-recipe-for-disaster/ Thu, 24 Aug 2023 22:36:53 +0000 https://viewlegal.com.au/?p=155936 The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months.

This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and superannuation leading to a disaster, including:

  • Recent cases regarding death benefit nominations, including key issues for all advisers to be aware of
  • Interplay of death benefit nominations, reversionary pensions, superannuation living wills and superannuation wills from an adviser’s perspective
  • Managing insurance proceeds in superannuation
  • Valid approaches for aligning superannuation entitlements with wider estate plans

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning

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

Related articles and resources:

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The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months. This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and sup... This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and superannuation leading to a disaster, including:

* Recent cases regarding death benefit nominations, including key issues for all advisers to be aware of
* Interplay of death benefit nominations, reversionary pensions, superannuation living wills and superannuation wills from an adviser’s perspective
* Managing insurance proceeds in superannuation
* Valid approaches for aligning superannuation entitlements with wider estate plans

For access to more webinars and resources join one (or all) of the View Communities.
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 customers in holistic Estate Planning
Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)
Related articles and resources:

*

* PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success 
* PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure 


* Listen to View’s previous episodes here.

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#80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models https://viewlegal.com.au/podcast/80-distributed-digitalised-and-democratised-latest-lessons-learnt-on-psf-business-models/ Sun, 23 Jul 2023 21:56:45 +0000 https://viewlegal.com.au/?p=155877

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, de-leveraging and new entrants mean that the only certainty will be change.

 

The key question for every professional is – what do we do?

 

This case study based webinar will provide practical and actionable ideas learnt by View (often the hard way) over the last 36 months, addressing themes including:

 

  • The impact of digitalisation and technology
  • Why the time is now for distributed solopreneurs and boutique firms
  • Exploring the democratisation of service providers and the key ‘3 P’s’ (process, product and pricing)

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning 

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

Related articles and resources:

 

Listen to View’s previous episodes here. 

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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, de-leveraging and new entrants mean that the only certainty ...





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, de-leveraging and new entrants mean that the only certainty will be change. The key question for every professional is – what do we do? This case study based webinar will provide practical and actionable ideas learnt by View (often the hard way) over the last 36 months, addressing themes including: * The impact of digitalisation and technology* Why the time is now for distributed solopreneurs and boutique firms* Exploring the democratisation of service providers and the key ‘3 P’s’ (process, product and pricing)For access to more webinars and resources join one (or all) of the View Communities.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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)Related articles and resources:* PODCAST: #63 Project management: One View * PODCAST: #36 – Foundations for the future the ‘how to do it’ webinar – How to incubate and iterate your business model * PODCAST:#18 – Firm of the Future – Now  Listen to View’s previous episodes here. 






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#79 – Family Trust Deeds: What all advisers must know https://viewlegal.com.au/podcast/79-family-trust-deeds-what-all-advisers-must-know/ Sun, 18 Jun 2023 22:16:34 +0000 https://viewlegal.com.au/?p=155820

The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed.

Invariably the any adviser assisting the trust will be implicated in any alleged breach.

This case study based webinar will explain the key issues all advisers must be aware of with trust deeds, including:

  • Definitions of income and capital
  • Understanding the key beneficiary classes
  • Family Trust Elections and Interposed Entity Elections
  • Vesting and perpetuity issues
  • Valid exercise of variation powers

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning 

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

Related articles and resources:

Listen to View’s previous episodes here.

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The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed. Invariably the any adviser assisting the trust will be implicated in any alleged breach.





The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed.Invariably the any adviser assisting the trust will be implicated in any alleged breach.This case study based webinar will explain the key issues all advisers must be aware of with trust deeds, including:* Definitions of income and capital* Understanding the key beneficiary classes* Family Trust Elections and Interposed Entity Elections* Vesting and perpetuity issues* Valid exercise of variation powersFor access to more webinars and resources join one (or all) of the View Communities.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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)Related articles and resources:* PODCAST: #52 – Lost trust deeds – some solutions * PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success Listen to View’s previous episodes here.






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#78 – Trust Horror Stories … the 7th Edition https://viewlegal.com.au/podcast/78-trust-horror-stories-the-7th-edition/ Sun, 21 May 2023 21:46:54 +0000 https://viewlegal.com.au/?p=155763

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 2023 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

  1. But 2010 isn’t that long ago, is it (?)
  2. Non-bare bare trusts and unstamped trust declarations
  3. 1x lost codicil, 2x court applications, 3x testamentary trusts
  4. When 12 trusts are barely enough
  5. Trust succession on incapacity – does it matter?

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning 

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

Related articles and resources:

Listen to View’s previous episodes here.

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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,





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 2023 webinar is entirely new content, sourced from the last 12 months.Learn from a range of case studies, including:* But 2010 isn’t that long ago, is it (?)* Non-bare bare trusts and unstamped trust declarations* 1x lost codicil, 2x court applications, 3x testamentary trusts* When 12 trusts are barely enough* Trust succession on incapacity – does it matter?For access to more webinars and resources join one (or all) of the View Communities.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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)Related articles and resources:* PODCAST: #68 – Trust Horror Stories … the 6th Edition * PODCAST: #58 Trust Horror Stories … the 5th Edition. * PODCAST: #48 – Trust Horror Stories … the 4th Edition Listen to View’s previous episodes here.






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#77 – Blended families and estate planning – 14 Further Strategies for Success https://viewlegal.com.au/podcast/77-blended-families-and-estate-planning-14-further-strategies-for-success/ Fri, 28 Apr 2023 04:48:18 +0000 https://viewlegal.com.au/?p=155717

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 a number of strategies that have been developed that arguably are rarely relevant, unless there is a blended family situation.

Following the success of last year’s event, in 2023 learn about 14 further strategies in this webinar, including:

  1. Rinehart Rules
  2. Creating a Never Ending Story
  3. The Warren Buffett Way
  4. Ruling from the grave
  5. There’s a Coopers for that

 

For access to more webinars and resources join one (or all) of the View Communities.

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 customers in holistic Estate Planning 

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

Related articles and resources:

Listen to View’s previous episodes here.

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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,





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 a number of strategies that have been developed that arguably are rarely relevant, unless there is a blended family situation.Following the success of last year’s event, in 2023 learn about 14 further strategies in this webinar, including:* Rinehart Rules* Creating a Never Ending Story* The Warren Buffett Way* Ruling from the grave* There’s a Coopers for that For access to more webinars and resources join one (or all) of the View Communities.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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)Related articles and resources:* PODCAST: #67 – Blended families and estate planning – 13 Strategies for Success * PODCAST: #75 – Estate planning in 2023 – where are we at? * PODCAST: #68 – Trust Horror Stories … the 6th Edition Listen to View’s previous episodes here.






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