#92 – Key Estate Planning Lessons from Ultra High Net Wealth Families

Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike.

Behind the headlines however, the underlying legal and commercial principles are often extremely instructive for all advisers, regardless of the ‘source’ being estates valued multiple times more than may generally be the case.

This webinar will leverage story telling to explore numerous lessons advisers should be aware of from some of the highest profile – and highest value – estate planning disasters (and a few success stories) Australia has seen, including: 

1. Ken Talbot
2. Dame Elisabeth Murdoch
3. Rupert Murdoch
4. Michael Hutchence (of INXS fame) and his mother
5. Peter Wright
6. Lang Hancock
7. Gina Rinehart (including all key cases, of which there have been many ..)

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: #87 – Ousting the Outlaws in Estate Planning

PODCAST: # 85 – Estate planning in 2024 – where are we at?

Listen to View’s previous episodes here