View Legal webinar – Business succession (with insurance): Easy as 1, 2 , 3 (14 September 2021)

In many business succession arrangements arguably the most strategic question to ask is what type of approach should be implemented.

Similar to many estate plans, with the aid of hindsight, the answer implemented is often one that was not in fact adequately tolerance tested when it should have been.

This webinar explores the latest developments in the insurance funded business succession space.  While this webinar complements our April 2021 webinar (Business succession (without insurance): Easy as A, B, C ), there is no need to have attended the earlier event.

The topics covered in this our September 2021 webinar include:

  1. The key strategies for both external insurance and self insured business owner exit arrangements
  2. Structuring insurance ownership alternatives, including a deep dive into the main approached (being trust, self, super and hybrid ownership)
  3. Leveraging holistic approaches to seamlessly integrate business succession and estate planning strategies
  4. Unbundling the implications of the approach the Tax Office takes in this area, including key tax rollovers
  5. Numerous case study examples

We will allow for significant attendee participation, including answering of questions submitted during and ahead of the session. Please click here to send an email question to us, or simply ask us on the day.

Session details


14 September 2021


12.00pm – 1.30pm AEST (QLD, ACT, NSW, TAS, VIC)
11.30am – 1.00pm ACST (SA, NT)
10.00am – 11.30am AWST (WA)


[email protected]

Webinar packages

Pricing for registration packages applies on an office by office basis – i.e. up to 10 registrants at a single office location, with only one charge applicable. If you would like to register more team members please email [email protected] for pricing.

BFF AdVIEWser and Friend TechniVIEW Community members will be automatically registered to the $275 ‘Just the Basics’ package for this event at no cost, as part of their membership.

While Family AdVIEWser and BFF TechniVIEW Community members will be automatically registered to the $495 ‘Our Most Popular’ package for this event at no cost, as part of their membership.

Package features The Works Business Class Our most popular Just the basics
Registration for the webinar
Copy of the presentation
Latest ebook ‘Inside Stories’, featuring over 40 topical insights into strategic tax planning, asset protection, estate planning and succession arrangements from the previous 12 months
Secure weblink of the audio and visual recording of the webinar
A copy of a detailed paper addressing all substantive issues discussed during the webinar (over 5,000 words of technical content)
Answers to 3 additional questions triggered by content delivered in webinar raised within 5 days of the webinar
Priority given to answering all questions posed (‘The Works’ followed by ‘Business class’ registrants) during the webinar
Access to any 2 previous View webinar recordings
Edited transcript of the webinar
Paperback copies of any four books recently published by View Legal
An additional 90-minute interactive online presentation further exploring via case study example the topics addressed in the webinar, exclusively for your firm, at any time in next 6 months
‘Just the basics’ package registration to all webinars presented by View Legal for next 9 months
Price (GST inclusive) $2,995 $1,320 $495 $275

Want access to more content? Become a member of View Communities.

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 clients in holistic Estate Planning

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

$275.00$2,995.00 inc. GST

SKU W140921 Categories ,

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