#87 – Ousting the Outlaws in Estate Planning

Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern world.

To ensure advisers are off-risk – and adding value – holistic estate planning strategies to manage the ‘outlaws’ are essentially compulsory.

This event will explore a range of key approaches and recent developments including:

1. Structuring new trusts to achieve appropriate safety
2. Conversion of existing trusts to achieve adequate protection
3. Approaches in the design of testamentary trusts
4. Legitimately minimising the rights of estranged family members
5. Story sharing, including from leading court cases

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.

 

Podcast: Play in new window | Download

Subscribe: RSS