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This is a podcast of the webinar ‘Probate and estate administration – Everything you need to know’ held on 26 July 2017. Estate planning is widely considered the ‘new black’ for many advisers. The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and […]
This is a podcast of Foundations for the future the ‘how to do it’ webinar – Persistence creates perfection held on 22 June 2017. Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A ‘perfect storm’ across issues such as digital disruption, […]
This is a podcast of the webinar ‘Trust Horror Stories’ held on 25 May 2017. 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 […]
This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 22 March 2017. Estate planning is the ‘new black’ for many advisers. Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can […]
This is a podcast of the webinar ‘Estate planning in 2017 – where are we at?’ held on 23 February 2017. The pace of evolution of all aspects of estate planning has continued to intensify over the last 18 months. This presentation will use case studies to explore all key recent developments including: the key […]
This is a podcast of the webinar ‘Foundations for the future the ‘how to do it’ webinar series – Topic 1 – Defining and monetising your passion’ held on 2 February 2017. Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A […]
This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 12 October 2016. Estate planning is the ‘new black’ for many advisers. Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can […]
This is a podcast of the webinar ‘40 Forms of Trusts’ held on 22 September 2016. The concept of a trust is in theory relatively simple – just involving one party (the trustee) holding assets for the benefit of others (the beneficiaries).
This is a podcast of the webinar ‘2016 Pricing Master Class with Ron Baker’ held on 7 September 2016. In Australia for the first time in 3 years, the founder of VeraSage Institute (the leading think tank dedicated to educating professionals internationally), Ron Baker delivered an interactive 90-minute session. The webinar explored how accounting and […]
This is a podcast of the webinar ‘Post-Death Estate Planning Strategies’ held on 24 August 2016. Generally a comprehensive estate plan must be implemented well before a person dies or loses capacity. There are some exceptions to this rule and with the aging population it is vital for all advisers to be aware of the […]
