This is a podcast of the ‘Trust Horror Stories… the 3rd Edition’ webinar held on 23 May 2019.
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.
While our 2017 and 2018 ‘Trust Horror Stories’ webinars were two of our most popular events, the 2019 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including –
- All is fair in love and war (including unilateral amendment of family trust elections)
- The trouble with predicting the future (a.k.a. bizarre vesting date definitions)
- Lost, recreated, found, and then lost again trust deeds
- When banks are bullies
- Five law firms, three accountants, one incapacitated appointor … and the missing $32M credit loan
Seven dwarves, pizzas for the homeless and pre-chopped broccoli florets** – taking the detail to a whole new level
Brown M&Ms, invasion by aliens and when trust beneficiaries aren’t beneficiaries
Trust distributions and the Domazet decision
Can trusts last forever now? **
Interested to know more?
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View Legal specialises in all forms of adviser education and collaborative learning.
We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
A sample of some of our current topics is set out at the following link – https://viewlegal.com.au/product-category/events/
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More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
- Business model iteration
Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/