Shows
The Art of Estate Planning Podcast#72 Funding the Gap: A New Way to Support Executors and BeneficiariesIt’s not often that something genuinely new lands in the estate planning space, which is why I was so curious when I discovered that JustFund has launched a funding solution designed specifically for estate matters.
In this episode, I’m joined by Leigh McBean, to explore why Just Fund's new service is worth considering in your estate administration toolkit.
We talk through the real-world problems this funding solution is designed to address, how the model works in practice, and the situations where it can support smoother progress in complex or drawn-out matters.
If y...
2026-02-2354 min
The Art of Estate Planning Podcast#71 No TT in the will: Can we fix it after death?It’s one of the hardest moments in estate planning practice.
A person has died, and as you review the will, it’s immediately obvious that the family would have hugely benefited from a testamentary trust. Asset protection. Tax planning. Flexibility for kids. All of it… missing.
So the question becomes: Can we fix this after death?
In this episode, I explore what happens when a testamentary trust wasn’t included in the will, and whether a so-called post-death testamentary trust can step in as a substitute.
We’ll unpack:
What peopl...
2026-02-1629 min
The Art of Estate Planning Podcast#70 The Quiet Power of a Letter of WishesLetters of wishes often get treated as an optional extra — nice to have, but not essential. In reality, they can play a powerful role in how an estate plan is understood, implemented, and experienced by a family.
In this episode, I unpack the role of the letter of wishes and why it deserves more attention in modern estate planning.
Because while a letter of wishes isn’t legally binding, it can be the document that provides clarity, context, and comfort when it’s needed most.
If you’ve ever wondered whether letters of wishes a...
2026-02-0933 min
The Art of Estate Planning Podcast#69 How many TTs?In this episode, I unpack the considerations that sit behind this decision, including:
The pros and cons of a TT per beneficiary versus a shared structure
When separate TTs for minors make sense — and when they add unnecessary complexity
The factors that influence the right approach
How to guide clients through this decision without overwhelming them
Because while multiple trusts can offer flexibility and autonomy, more isn’t always better. The “right” answer depends on the family dynamic, the estate, and the testator's values.
2026-02-0233 min
The Art of Estate Planning Podcast#68 Is a Free First Meeting Costing You More Than You Think?Do you offer a free first meeting?
It’s one of the most common questions estate planning lawyers are asked.
In this episode, I unpack the pros and cons of offering a free initial client meeting. What works brilliantly for one firm can quietly undermine profitability, boundaries, and client expectations in another.
We’ll explore:
When a free meeting can be a smart strategic choice — and when it isn’t
Alternatives to the “free consult” model that still convert well
How to align your approach with your practice goals, client base, and capacity
2026-01-2625 min
The Art of Estate Planning Podcast#67 My WhyThis episode is a little more personal than usual.
Behind the precedents, podcast, courses, and community, there’s a very clear "why" that drives everything I do — and in this episode, I’m sharing it with you.
It’s the story behind the work and the reason The Art of Estate Planning exists.
2026-01-2050 min
The Art of Estate Planning Podcast#66 Common TT MythsI’m setting the record straight by busting some of the most common myths about testamentary trusts that still float around both the public and the profession. By the end of this episode, you’ll have clear, confident talking points to help clients see testamentary trusts for what they really are: a practical, accessible way to protect and empower their families.
2025-12-1524 min
The Art of Estate Planning Podcast#65 Using AI safely and effectively in your legal practiceThe buzz around Generative AI is hardly going away, and in a world where we are all over worked and time poor, it could be the solution to working faster and better.
But should lawyers use Generative AI in a really useful way, right now, even where there are doubts and concerns?
Our guest for this episode, Jennie Pakula, thinks the answer is Yes! As long as we're smart, careful and mindful of our ethical obligations.
In this episode, Jennie will be sharing some ways of implementing an AI policy that allows you...
2025-12-0846 min
The Art of Estate Planning Podcast#64 What is a Super Proceeds Trust?Superannuation and estate planning is a complex enough topic - but when you throw testamentary trusts into the mix, things can get confusing fast!
In this episode, I cut through the confusion and explain what a Super Proceeds Trust actually is, how it works, and when to use one to help your clients have their cake and eat it too.
We’ll cover:
The fundamentals of a Super Proceeds Trust
How Super Proceeds Trust fit into your estate plan strategies
Why it's such an important tool for managing super death benefits when using testamentary tr...
2025-12-0136 min
The Art of Estate Planning Podcast#63 When a TT is OTTYou’ve heard me sing the praises of testamentary trusts. They’re a powerful protection vehicle that offer once in a life-time tax benefits.
But sometimes? They’re just plain over the top.
In this episode, I’m flipping the usual script and talking about when a testamentary trust might not deliver on its promise.
While testamentary trusts are one of my favourite tools, great estate planning isn’t about adding more for the sake of it; it's about truly understanding the benefits we can deliver to testators and beneficiaries.
The Youtube vi...
2025-11-2426 min
The Art of Estate Planning Podcast#62 Why Your Personal EPOA Won’t Protect Your FirmGetting excited about your well-earned Christmas break?
There's just one more thing I need you to add to your end of year checklist... the final piece of the puzzle that every law firm owner needs to have sorted - especially if you’re the sole director of an incorporated legal practice (ILP).
Because here’s the catch:
Your personal enduring power of attorney doesn’t cover your law firm.
And your law society or institute can’t step in without proper authority.
In this episode, I explain why this gap in your risk manageme...
2025-11-1736 min
The Art of Estate Planning Podcast#61 Estate planning for couples: When should a testamentary trust start?When preparing wills for couples, one of the trickiest questions to navigate is when the testamentary trust should actually begin. Should it start after the first death, or wait until both spouses have passed?
In this episode, I unpack the considerations behind this decision, because while there’s no one-size-fits-all answer, getting the timing right can make a big difference to the tax outcomes and asset protection for families.
2025-11-1028 min
The Art of Estate Planning Podcast#60 Minors Trusts vs TDTs: The Costs of Choosing the Wrong TrustMany Australians (and even some professionals) assume a minor’s trust will do the job when it comes to looking after young beneficiaries. It sounds simple, it feels safe — but in reality, it’s often a missed opportunity.
In this episode, I unpack why settling for a minor’s trust can mean your clients (and their families) lose out on major tax, control, and protection benefits that a testamentary discretionary trust could have delivered.
If your clients are still opting for the “basic” will option, this episode will help you explain why a testamentary discretionary trust is oft...
2025-11-0336 min
The Art of Estate Planning Podcast#59 What is a trust?Sometimes we’re so busy diving into the technical weeds of estate planning that we forget to zoom out and make sure the basics are crystal clear.
So in this episode, we’re going back to square one: What exactly is a trust?
I cover Trusts 101: no jargon, no eye rolls, just the core principles every estate planning lawyer (and their clients) needs to understand.
2025-10-2737 min
The Art of Estate Planning Podcast#58 Why I stopped sending will summariesWhen you send clients their draft testamentary trust wills, do you include a written will summary?
Many lawyers do, but here’s the problem: clients don’t need more dense documents to wade through.
In this episode, I make the case for ditching the traditional written summary and rethinking how we empower clients to understand their wills.
Because the goal isn’t more paper. The goal is confidence, clarity, and clients who genuinely understand the estate plan you’ve crafted for them.
2025-10-2027 min
The Art of Estate Planning Podcast#57 How to Spot a Strong Testamentary Trust PrecedentWhen was the last time you audited your testamentary trust precedent?
In this episode, I step through the ultimate checklist of what every testamentary trust precedent should include, so you can audit your existing precedent to see if it’s outdated or incomplete, or evaluate any new precedents you’re considering investing in.
Whether you’ve been relying on the same precedent for years, or you’re shopping around for a new set, this episode will help you make confident, informed decisions about the tools you’re using in your firm.
And because we like to...
2025-10-1343 min
The Art of Estate Planning Podcast#56 Special Disability TrustsIn this special episode we'll hear from our guest speaker and financial adviser, William Johns, about:
How to invest in a Special Disability Trust
Timing considerations (during lifetime or in the will)
Capital Gains Tax implications
Impact on pensions and other benefits
2025-10-0646 min
The Art of Estate Planning Podcast#55 Can a trustee change the appointor?In this episode I discuss the recent Queensland Court of Appeal case Staley v Hill Family Holdings Pty Ltd [2025] QCA 95, which considered the question of whether the trustee can vary a trust deed to change the appointor role, or if the variation is void because it undermines the supremacy of the appointor role and destroys the substratum of the trust. This is a must-listen for any lawyer who prepares deeds of variation or trust succession documents for discretionary trusts and testamentary discretionary trusts.
The cases discussed in this episode are:
Jenkins v Ellett [2007] QSC 154
Lutheran Church...
2025-09-2931 min
The Art of Estate Planning Podcast#54 From Lawyer to Leveraged: Tips for turning your IP into a digital product businessFrom precedent packs to online courses, there are huge opportunities for professionals to package their expertise into scalable products.
In this episode, I share my tips for working out whether a digital product business is right for you. Drawing on my 6 years of experience building two digital products businesses for professional services, I cover the mindset, skills, and realities you’ll want to consider before diving in.
If you’ve been toying with the idea of packaging up your expertise — whether that’s templates, courses, or a membership — this episode will help you decide if it’s your...
2025-09-2248 min
The Art of Estate Planning Podcast#53 Challenge Accepted: Will Disputes 101In this special episode, our guest speaker Timothy Morton breaks down the fundamental principles a will can be challenged. He’ll step us through the main ways a will can be attacked and some of the key cases in this area.
You can watch Timothy's full presentation on youtube.
The cases discussed in this episode include:
Hatsatouris v Hatsatouris [2001] NSWCA 408
Estate of Masters; Hill v Plummer; Plummer v Hill (1994) 33 NSWLR 446
Yazbek v Yazbek [2012] NSWSC 594
Estate Angius [2013] NSWSC 1895
Application of Brown; Estate of Springfield (1991) 23 NSWLR 535
Baumanis v Praulin (1980) 25 SASR 423
Estate of Elzow [2018] VSC 498
Borthwick v Mit...
2025-09-1545 min
The Art of Estate Planning Podcast#52 Rethinking the Estate Planning MeetingMeeting with clients to discuss their estate planning is core to our business, but how much time have you devoted to optimising your meeting strategy?
If you’re guilty of doing the same old thing that you’ve done for years (or that your mentor taught you), you wouldn’t be alone.But if there’s anything that needs a fresh approach - it’s a meeting talking about dying and losing capacity, right?!
In this podcast episode I explore how we can re-engineer estate planning meetings to maximise impact and enhance client connection, whilst inc...
2025-09-0840 min
The Art of Estate Planning Podcast#51 Bypassing & Breaking Up with a TDTYour clients have heard you sing the praises of testamentary trusts — tax free income for minors, family law and bankruptcy protection. They’re sold.
But what if we need to get the assets out?
In this episode, we tackle the question head-on, covering the practical steps to withdrawing capital from a TDT when the need arises, and what to do if the TT becomes unnecessary at the client's death.
2025-09-0126 min
The Art of Estate Planning Podcast#50 Life Insurance: The Unsung Hero of Estate PlanningLife insurance might not get a lot of airtime in estate planning education … but when used well, it can completely transform the outcome for your clients and their families.
In this episode, I’m sharing why I love life insurance as part of an estate planning strategy.
We cover:
How life insurance can be used to solve unequal gift dilemmas
Why it’s a powerful tool for blended families
The benefits of providing liquidity when it matters most
2025-08-2530 min
The Art of Estate Planning Podcast#49 Skipping the Kids: What Happens When Clients Want to Leave It All to the GrandkidsIt’s not the most common estate planning strategy … but it’s also not as rare as you might think.
What do you do when a client says they want to skip over their adult children and leave everything directly to the grandkids?
In this episode, we unpack:
The legal and strategic considerations when skipping a generation
The unexpected pitfalls that the testator is likely overlooking
How to navigate the conversation with the testator
Whether you’ve seen it before or suspect it’s coming your way, this episode will help you prepare.
2025-08-1835 min
The Art of Estate Planning Podcast#48 Charitable Giving Structures in Estate PlanningEstate planning isn’t just about dividing assets - it’s our final opportunity to create a lasting impact.
Whether it’s supporting a favourite charity, funding medical research, or leaving a legacy for future generations, estate planning gives clients the power to give back in a meaningful way.
In this episode, we have a special guest, Denise Cheng of Equity Trustees who will guide us through the world of charitable giving structures and how estate planning lawyers can support their clients toward strategic philanthropy.
2025-08-1150 min
The Art of Estate Planning Podcast#47 Are you socials ready for the next Testamentary Trust trend?Are you socials ready for the next Testamentary Trust trend?
Your law firm's social media isn’t just about dancing reels or legal fun facts — it’s often your prospective client's first impression of you.
And if a potential client lands on your profile and can’t tell how you can help them and how to work with you in 5 seconds flat? You’re losing them.
A few weeks ago, testamentary trusts had their moment in the sun on instagram and tik tok and it was fascinating to watch which members of the TT Precede...
2025-08-0433 min
The Art of Estate Planning Podcast#46 Can't I just use my family trust? Why TTs are the superior solutionIt's a super common question when preparing an estate plan for a client who already has a family trust: "Can I just use my existing family trust? Why do I need a new testamentary trust"?
It might sound like the simplest option, but is gifting an inheritance to an existing family trust really the smarted move?
In this episode, we unpack the pros and cons of gifting to an existing family trust versus setting up a testamentary trust in the will. While both options might look similar at first glance, the differences can have big...
2025-07-2827 min
The Art of Estate Planning Podcast#45 Tax-Free Income for Minors? Here’s How Testamentary Trusts WorkOne of the most powerful (and intimidating) features of testamentary trusts? Their ability to stream tax-free income to minors thanks to the excepted trust income rules.
If you start breaking out in a sweat the minute you have to start explaining HOW and WHY testamentary trusts offer such incredible tax free treatment for minors - this episode is for you!
And here’s the good news: you don’t need to be a tax expert to understand (and learn how to explain) this incredible benefit of a testamentary trust.
This is trust talk for...
2025-07-2138 min
The Art of Estate Planning Podcast#44 Patch Job or Pitfall? The Codicil DebateCodicils seem like a tidy fix. A quick amendment. A low-cost update. But are codicils actually more trouble than they’re worth?
In this episode, we dig into the real risks behind the humble codicil — and whether using them is ever a good idea in modern estate planning.
We cover:
Why codicils were traditionally used (and whether that rationale still stacks up)
The practical and legal risks they create
Scenarios where a codicil might be a strategic choice… and when you should absolutely steer clear
If you’ve ever had that uneasy feeling after ex...
2025-07-1420 min
The Art of Estate Planning Podcast#43 Are BDBNs overrated?They're seen as a “must-have” in estate planning. But… are Binding Death Benefit Nominations (BDBNs) actually essential for every client?
In this episode, we challenge the conventional wisdom around BDBNs — and ask whether we’ve all been giving them a little too much credit.
We unpack:
Situations where a BDBN makes sense — and where it might not
Why more certainty doesn’t always equal a better outcome when it comes to super
Less isn’t always lazy — sometimes it’s smart strategy.
Want more information about your BDBN Precedent package for self managed super funds? Find out h
2025-07-0734 min
The Art of Estate Planning Podcast#42 From Litigation to Legacies: Lidia Vicca’s Big Career PivotIn this episode, Tara chats with Lidia Vicca, founder of Vicca Law, about her bold career shift from being a top-tier litigator to running her own boutique estate planning firm.
After welcoming her first child, Lidia knew something had to change. The demanding hours, uncomfortable suits, the constant grind — it no longer aligned with the kind of life she wanted to build. So she did what many dream of (but few follow through on): she backed herself and built a firm from scratch, on her terms.
We chat about:
What it was really like to...
2025-06-3033 min
The Art of Estate Planning Podcast#41 Ticked the Box, Missed the Point: The BDBN ProblemBinding Death Benefit Nominations (BDBNs) — nearly every Australian super fund member has one, yet they remain one of the most misunderstood pieces of the estate planning puzzle.
Its frightening how many clients have accidently DIY-ed their succession plan for one of their biggest assets without realising how complex (and powerful) these nominations really are.
In this episode, we unpack:
What a BDBN is and why it carries so much legal weight
The difference between nominating a beneficiary directly vs the legal personal representative (LPR)
Common misconceptions when it comes to...
2025-06-2336 min
The Art of Estate Planning Podcast#40 From Manolos to RMs: Bernadette Terry's Sea Change to A Country PracticeWhat happens when a top-tier tax lawyer trades Sydney harbour views for the quiet charm of regional WA? You get Bernadette Terry — founder of Great Southern Wills and an absolute gem in the estate planning space.
In this episode, we chat with Bernadette about her bold move from big law to boutique life in the coastal town of Albany, WA. She shares the highs, the challenges, and how she’s carved out a fulfilling and profitable niche practice far from the city grind.
If you’ve ever daydreamed about leaving the corporate hustle behind, this episod...
2025-06-1635 min
The Art of Estate Planning Podcast#39 Securing the Digital Legacy: Crypto, Pre-Death Planning, and Post-Death Clean UpWelcome to 2025, where crypto wallets, NFTs, and digital assets are an everyday part of the estate planning conversation — and a growing challenge for lawyers.
In this podcast episode, crypto-consultant Jamie Reed will step us through best practice for:
Crypto Basics for Lawyers: How to identify your clients’ digital holdings (even the ones they forget to mention)
Pre-Death Planning: Best practices for storing critical information while maintaining airtight security
The Aftermath: How to access digital assets when no pre-death planning was done
2025-06-0936 min
The Art of Estate Planning Podcast#38 Signs that it's time for a price riseWith the end of financial year around the corner, it’s the perfect time to review what’s working in your firm... and what’s quietly eating into your profits.
So if your gut’s been whispering “should I be charging more?” — this episode is your cue to stop ignoring it.
In this timely episode, we unpack:
The key signs that it’s time for a price rise (yes, even if you're nervous)
Why the EOFY is the ideal moment to recalibrate your fees
How to be communicate a price rise with integrity and transparency
2025-06-0226 min
The Art of Estate Planning Podcast#37 Unlock hidden revenue in your law firmThis episode is for anyone who's curious about what it takes to stop dabbling and start getting serious about offering estate planning to your clients.
Whether you've seen how good us estate planning lawyers have it and want some of that freedom & joy for yourself, or you think estate planning could be a perfect complement to your existing specialisation - this episode lifts the lid on why estate planning is a booming industry, why estate planning is a highly profitable and enjoyable episode and why you don’t need to be an estate planning expert to start (yo...
2025-05-2646 min
The Art of Estate Planning Podcast#36 Behind the scenes of our latest precedent update releaseEver wondered what actually goes into keeping estate planning precedents sharp, shiny, and up-to-date?
Spoiler alert: it's a lot more than a quick cut-and-paste job.
In this episode, we're lifting the curtain on the latest update release for our precedents — sharing the behind-the-scenes chaos, decisions, late night edits, and why we’re so obsessed with making sure every clause earns its keep.
If you’re a precedent nerd like us (nerds unite!) or just curious about how the sausage gets made, this episode is your backstage pass.
2025-05-1934 min
The Art of Estate Planning Podcast#35 Stop! Don't deal with family trust succession in the willIt's tempting to just pop an extra clause into a client's will to cover off on the succession plan for their family trust - but this is far from the gold standard in discretionary trust succession.
In this episode, I'll explain why that approach is ""so 90s"" and share my tips on how to implement a failproof succession plan for family trusts.
If you want to dive into this topic in more detail, check out our detailed free training video "Succession Planning for Discretionary Trusts"
2025-05-1231 min
The Art of Estate Planning Podcast#34 The toughest decision for clients with children - choosing guardiansNaming guardians for minor children in a Will is, hands down, one of the most emotional (and often avoided) parts of estate planning. It’s heavy, it’s real, and it's the most important decision you'll ever make.
As estate planning lawyers, we know this decision is too important to ignore.
In this episode, I share my tips on how to support clients to make a thoughtful, values-based decision (instead of just defaulting to the nearest relative who seems okay-ish).
We cover:
Why clients procrastinate on naming guardians (and how to gently get...
2025-05-0541 min
The Art of Estate Planning Podcast#33 Our Go-To estate planning resourcesWhether you're just starting out in estate planning or you're a seasoned succession lawyer, having the right tools at your fingertips can make all the difference to finding the answers fast and staying on top of law changes.
In this episode, I’ve dug into my little black book of estate planning resources to bring you my carefully curated guide to the best podcasts, courses, precedents, and communities in the industry.
Download our list here.
2025-04-2831 min
The Art of Estate Planning Podcast#32 Tips for choosing the financial controllers in an estate planNaming the right people to handle financial decisions in an estate plan isn’t just important - it’s everything.
Executors, trustees, and financial attorneys wield serious power, and a poor choice can lead to delays, lost opportunities, and potentially years wasted in court.
But for many clients, these roles are a complete mystery.
So, how do you guide them toward a well-considered and balanced decision?
Supporting your clients in choosing the right people for these roles is one of the most valuable things you can do as an estate planner, and i...
2025-04-2136 min
The Art of Estate Planning Podcast#31 More Executors, More Problems?Many testators want to keep the peace and treat everyone fairly, so they suggest appointing all their kids as executors. Sounds smart, right?
Well… perhaps not.
While having more than one executor can provide accountability and share the heavy load, it can also lead to delays, disputes, and general chaos (cue dramatic courtroom music).
So, when is appointing multiple executors a smart move, and when is it a ticking time bomb?
In this episode, we break down:
The advantages of having more than one executor
The headaches that can arise fr...
2025-04-1457 min
The Art of Estate Planning Podcast#30 Love, legacy and a little bit of chaos: Blended families in Estate PlanningBlended families bring unique challenges when it comes to estate planning.
From balancing competing interests to ensuring no one gets left out (or left too much!), it can often feel like there’s no perfect solution.
In this podcast, Kate Redman will take us through the key considerations and potential solutions when helping blended families craft a solid estate plan.
2025-04-0743 min
The Art of Estate Planning Podcast#29 Should You Really Be Doing That Yourself?Just because you can do something yourself doesn’t mean you should.
As lawyers, we’re literally trained to be the go-to problem solvers — but trying to do everything (from legal work to bookkeeping) is a one-way ticket to burnout.
So, how do you decide what to DIY and what to outsource in both your law firm and your personal life?
In this episode, we’re unpacking the great DIY vs. delegate debate.
If you’ve ever wondered whether you should be the one doing something—or if you’re just doing it out of ha...
2025-03-3145 min
The Art of Estate Planning Podcast#28 How do I break into offering testamentary trusts?You know testamentary trusts are a game-changer for your clients, but actually getting started with recommending and drafting them?
That’s a whole different ball game.
Maybe you’re worried you don’t know enough, don’t have the right precedents, or just don’t know how to explain them to your clients.
We’ve got you!
In this episode, we’re mapping out the exact resources available to support you to confidently add testamentary trusts to your estate planning services.
And because we love a good shortcut, we also introduce Test...
2025-03-2429 min
The Art of Estate Planning Podcast#27 The Long and the Short of It: How Long Should a Basic Will Be?When it comes to wills, size does matter — but maybe not in the way you think.
Some lawyers swear by a short-and-sweet approach, while others draft wills that read like War and Peace.
So, what’s the right length for a basic will?
And how do you strike the perfect balance between brevity and bulletproof legal protection?
Tune in now to find out where to draw the line (literally)!
If you're ready to level up your estate planning precedents, you can check out the Art of Estate Planning precedents here.
2025-03-1735 min
The Art of Estate Planning Podcast#26 Changing the public perception of estate planning in AustraliaLet’s face it: the comments section on social media can be brutal, especially when it comes to estate planning. We’ve all seen the comments in the community facebook groups — "Wills are too expensive, just use an online will kit!" or "Lawyers aren't worth the money!" It’s frustrating, especially when we pour our heart and soul into our work.
Here’s the silver lining: criticism can be a goldmine of insight.
In this episode, we’ll chat about:
Shifting your mindset from frustration to opportunity when reading the negative opinions of the small noisy...
2025-03-1026 min
The Art of Estate Planning Podcast#25 So, You Want to Start an Estate Planning Law Firm? Let’s Do This!Whether you're ready to step away from a work environment that you've outgrown, or just love the idea of creating something that’s entirely yours, we’re here to help you kick off your journey with confidence!
In this episode, we’re dishing out all the unsolicited advice about what to do (and not do!) to get your estate planning firm off the ground.
Launching your own firm might feel daunting, but trust us — it’s also totally doable (and heaps of fun!).
Our Estate Planning Pricing Toolkit pack is available here.
The Youtu...
2025-03-0355 min
The Art of Estate Planning Podcast#24 Client Comprehension: How Deep Should You Go on Testamentary Trusts?How Much Do Clients Really Need to Understand About Their Testamentary Trust Wills?
We know testamentary trust wills are a powerful tool for legacy building, but let’s face it — explaining them to clients can feel like speaking a different language. So, how much of the trust deed does your client actually need to comprehend before signing on the bottom line?
In this episode, we debate the delicate balance between ensuring your client understands their will’s key features, whilst not frustrating them to tears with tedious detail. We’ll share practical tips for breaking down the c...
2025-02-2440 min
The Art of Estate Planning Podcast#23 The Big Ask: Should You Agree to Be Your Client’s ExecutorIt’s one of the trickiest questions an estate planning lawyer can face: “Will you be my executor?”
On the surface, it might seem like a compliment, a vote of confidence in your abilities. But agreeing to take on this role can come with a world of complications—both personal and professional.
Whether you’re considering saying yes or wondering how to decline without offending your client, this episode is packed with actionable advice to help you handle the conversation with confidence.
2025-02-1731 min
The Art of Estate Planning Podcast#22 Paperclips, zombie clients & Australia Post – protect yourself against an estate planning lawyer's worst nightmare!Cost agreements might not be the most glamorous part of estate planning, but they’re the secret weapon that stands between you and a lawyer’s worst nightmares — like clients who ask for a word version of the will so they can make a few changes, or forget to tell you about one of their children.
In this episode, Tara and Carrie dive into what every estate planning lawyer needs to include in an airtight cost agreement.
Audit your cost agreement terms with our 15 Essential Clauses To Include In Your Cost Agreement for Estate Planning Matters.
2025-02-1036 min
The Art of Estate Planning Podcast#21 Help! I have to organise a funeral: Practical tips for including funeral wishes in estate planningLet’s face it—unless you’ve been through it yourself, the idea of organising a funeral can feel overwhelming and downright intimidating. That’s why addressing funeral wishes in your clients’ estate plans is not just thoughtful — it’s essential.
In this episode, we share some practical tips for documenting client preferences in a way that reduces future stress for loved ones, and the surprising details we discovered when we had the privilege of organising funerals.
Funeral wishes are about so much more than logistics — they’re a powerful way to honour your client’s legacy and support...
2025-02-0356 min
The Art of Estate Planning Podcast#20 Unlock Your Law Firm’s Potential in 2025In this episode, Tara sits down with Caralee Fontenele, lawyer, entrepreneur, and the brilliant mind behind Scalable Law, to talk about how she is changing the game for law firm owners.
We explore how adopting scalable systems and strategies can help you build a firm that’s not only more profitable but also gives you the freedom to focus on what really matters - create a thriving business and reclaim the joy in your practice.
Caralee’s approach to law firm growth isn’t about working harder; it’s about working smarter.
If you’re r...
2025-01-2748 min
The Art of Estate Planning Podcast#19 Succession planning for farming clientsWorking with farming families can give rise to some unique issues, and estate planning is no exception!
In this episode, estate panning lawyers Claudia Maw and Nicky Grummitt share their tips and tricks for issues to have on your radar and strategies that are especially relevant for succession planning for the family farm.
You can watch the video version of this conversation here.
2025-01-2051 min
The Art of Estate Planning Podcast#18 The Impact of Money Blocks on Estate Planning ClientsIn this episode, Carrie interviews financial adviser, Aime Sandri, about the impact of money blocks on the estate planning process.
Aime shares some powerful insights about the importance of factoring in the broader elements at play when it comes to client behaviour around estate planning - from client delays through to understanding that we can’t assume every client is motivated by rationale decision making!
You can watch the video version of this conversation here: https://youtu.be/wEuw2mGFLS0?si=Om3UttXFqSIKpWNW
2025-01-1348 min
The Art of Estate Planning Podcast#17 Should you document testator reasons for disinheriting beneficiaries?When taking instructions to prepare a will, a testator will often have a whole slew of reasons justifying their decisions – from disentitling conduct of beneficiaries to particular relationship circumstances.
Not only do testators want the validation of seeing their reasons written down, but they also want to make sure they’re given a voice ‘from the grave’.
In this episode, Carrie interviews barrister Caite Brewer and estate planning lawyer Michele Davis who will share their wisdom for will drafters on when it is helpful to formally document a testator’s reasons and when to let sleeping dogs...
2025-01-0655 min
The Art of Estate Planning Podcast#16 From freak-out to follow-through: Simplifying the estate planning decisions for clientsDo you get clients dragging their heels when it’s time to give you their estate planning instructions?
It slows things down, and eats in to your profit margin.
In this episode, Tara and Carrie dive into strategies for managing client overwhelm and turning the instruction-giving process into a smooth, stress-free experience.
Join us for actionable insights to help you create an estate planning experience that leaves clients feeling confident, supported, and ready to move forward.
And even better – keeps your estate planning matters fast and profitable.
Download our list of th...
2024-12-1637 min
The Art of Estate Planning Podcast#15 One of the most overlooked issues when drafting TDT willsWhen it comes to drafting testamentary discretionary trust wills, there’s one critical issue that has been flying under the radar since 2021 - Foreign Investment Review Board (FIRB) approval.
If you’re scratching your head wondering what FIRB has to do with estate planning – you’re not alone.
In this episode, we unpack the risks of overlooking this sleeper issue and share practical tips to ensure your drafting sets your clients up for success (and avoids those hefty FIRB application fees!).
If you prepare TDT wills, this episode is a must-listen.
Tune in to sta...
2024-12-0934 min
The Art of Estate Planning Podcast#14 Future-Proof Pricing: Setting prices for estate plan amendmentsPricing future amendments to estate planning documents can feel like trying to predict the future—how do you balance client expectations with the risk and expertise involved?
In this episode, Tara and Carrie dive into strategies for setting clear, effective pricing for amendments that keep clients happy and your practice profitable.
We’ll walk you through ways to structure fees, communicate options with clients, and make the whole process feel like a win-win.
Download your free resource The Essential Clauses to Include in your Cost Agreement for Estate Planning Matters here: https://www.theartof...
2024-12-0238 min
The Art of Estate Planning Podcast#13 What law school didn’t teach you about Saunders v VautierThe words ‘Saunders and Vautier’ may trigger flashbacks to your uni succession lectures, however you may be surprised by how relevant this 1841 case is, even in 2024.
In this episode, Tara and Carrie unpack the surprising impact of Saunders v Vautier and the advantage that testamentary trusts have when navigating this doctrine.
Watch the in-depth training about Saunders v Vautier here: https://youtu.be/15RnQoHQZc4?si=qHJE2muXe1NlFIL3
2024-11-2529 min
The Art of Estate Planning Podcast#12 Freedom vs. Control: How Much Power Should a Surviving Spouse Have Over a Testamentary Trust?When devising a testamentary trust strategy, one of the most sensitive decisions is deciding how much freedom a surviving spouse should have over the trust.
Should they have full control to adapt to whatever life throws at them?
Or should there be checks in place to protect the interests of the next generation?
In this episode, Tara and Carrie dive into the fine line between flexibility and control for surviving spouses.
We share practical tips for navigating this complex issue and how to frame these decisions in a way that makes...
2024-11-1850 min
The Art of Estate Planning Podcast#11 Helping business owners understand their complex succession needsTalking to business owners about succession planning can be tricky. How do you explain the complexities without overwhelming them or making them feel like you’re just upselling your services?
In this episode, we break down practical strategies for helping your business-owning clients understand their succession needs—without the confusion or pressure.
We share our tips on how to simplify the conversation, so your clients feel empowered, not intimidated.
Plus, we dive into key techniques to communicate value in a way that makes clients see succession planning as a must-do, not a nice-to-have.
2024-11-1142 min
The Art of Estate Planning Podcast#10 15 ways to increase profit on your matters – Part 2More profit for you, better outcomes for your clients—it’s a win-win!
In Part 2 of this topic, we share our best tips on how to help your estate planning practice thrive, so you can thrill & delight your clients, all while living your best legal career!
Download our checklist “15 ways to maximise profit on your estate planning matters”: https://www.theartofestateplanning.com.au/freebie-15-ways-to-maximise-profit
Watch our video about how changing your will binding method can make your estate planning service more profitable: https://www.youtube.com/watch?v=VDr1GWlJDQk&t=21s
2024-11-0441 min
The Art of Estate Planning Podcast#9 15 ways to increase profit on your matters – Part 1Want you to feel like you’re thriving in your estate planning practice?
A key step is making sure each matter is as profitable as possible, giving you more time and energy to reinvest into delivering the best possible outcomes for your clients.
Join us for Part 1 of this topic where we share our tips for boosting your firm’s profitability while delivering even more value to your clients.
We’re all about making your life easier so we’ve packaged up all 15 tips into a handy cheat sheet here: https://www.theartofestateplanning.com.au/f...
2024-10-2834 min
The Art of Estate Planning Podcast#8 How much money do you really need to justify a testamentary trust?It’s the million-dollar question (pun intended)—how much money do clients really need before a testamentary trust is worth considering?
In this episode, Tara and Carrie step through when a testamentary trust will make sense from a financial perspective.
If you’ve ever been unsure about when to recommend a testamentary trust based on the size of your client’s asset pool, this episode will give you the clarity you need.
Download your free checklist “Top 10 mistakes when nominating financial controllers” here.
Watch our detailed training on the practical steps of setting up a t...
2024-10-2132 min
The Art of Estate Planning Podcast#7 Pricing and competing against online will providersThe rise of online will providers is changing the game, and clients are finding it harder to tell who's the real deal and who’s just offering a cheap, one-size-fits-all solution.
In this episode we chat about why your expertise is worth more than a cookie-cutter solution and how to confidently price your services to reflect the value you bring. Spoiler: it's not about matching their price—it's about standing out.
If you want to stand out in a crowded market and help clients see why your services are worth every dollar, this episode is a mu...
2024-10-1430 min
The Art of Estate Planning Podcast#6 Does the family home belong in a testamentary trust?The family home is the golden goose of assets – it’s one of the last assets we can own tax free. So does it belong in a testamentary trust?
In this episode, Tara and Carrie dive into the nitty-gritty of putting the family home into a trust. We cover everything from asset protection to tax perks, plus what happens when you put that golden goose under the trustee’s wing.
Is it the right call for your clients, or could it lead to more complications?
Tune in to hear us break down the pros...
2024-10-0734 min
The Art of Estate Planning Podcast#5 Things your clients hateThis week, we switch gears to talk about something that can make or break your estate planning practice: the customer experience.
We dive into the top things clients hate about working with law firms—from confusing processes to bad timing—and how these pain points can impact your business.
More importantly, we’ll share practical strategies to turn these frustrations into opportunities for client satisfaction and loyalty.
If you want to keep your clients delighted and your firm thriving, this episode is a must-listen.
Find out more at www.taralucke.com.au
2024-09-3038 min
The Art of Estate Planning Podcast#4 Trusting the TrusteesIn this episode, Tara and Carrie tackle a common dilemma in estate planning: how much flexibility should trustees of testamentary trusts for minors have, and how can we prevent them from abusing that power?
We explore the delicate balance between empowering trustees to adapt to unforeseen circumstances and the risks of giving them too much control.
Should we give trustees with wide discretion, or is it safer to limit their scope and pass control to potentially financially immature beneficiaries at age 18?
Join us as we weigh the pros and cons and share practical...
2024-09-2349 min
The Art of Estate Planning Podcast#3 Super strategies and the childcare subsidyIn this episode, Tara and Carrie dive into an unexpected twist in estate planning that might catch you off guard: how a testator’s super strategy on death can influence their adult children’s eligibility for the Centrelink childcare subsidy.
We chat about why this surprising connection is so important, especially for clients with adult children who have children in childcare.
If you’re advising clients on super strategies and haven’t considered this factor, it’s time to tune in and make sure you’re covering all the bases.
This episode is a must-liste...
2024-09-1626 min
The Art of Estate Planning Podcast#2 Why your clients aren’t accepting your fee proposalTara and Carrie discuss all the blocks your clients might be facing before they’re ready to say “Yes!” to investing in their estate plan. We share our tips on how to decide if you’re charging enough for your estate planning services, and how to set your prices with confidence.
Find out more at www.taralucke.com.au
2024-09-0938 min
The Art of Estate Planning Podcast#1 Dealing with asset differences for homemaker spousesIn this episode, Tara and Carrie chat about the practical and technical issues which arise when assisting a couple with their estate planning where one spouse has all the assets and the homemaker spouse makes significant non-financial contributions to the family.
This episode is a must-listen for any estate planning lawyers looking to enhance their skills and client outcomes by incorporating a more holistic approach to advising clients.Find out more at www.taralucke.com.au
2024-08-2027 min
@praedikats_examen#3 Mit Masterplan gegen die Kurve des Vergessens - im Interview mit David Christopher FrankeZum Jura Masterplan:
https://juramasterplan.de/
https://www.instagram.com/juramasterplan.de/
https://www.youtube.com/@juramasterplan_de
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David Franke hat mit seinen 10,6 Punkten nicht nur das juristische Prädikat im ersten Examen sondern seine Vorbereitung darauf lässt sich auch nach der ganzheitlichen Perspektive mit einem #praedikats_examen bewerten! Gesund Jura Studieren und gleichzeitig erfolgreich sein - dass das nicht nur eine wahnwitzige Vision sondern gelebte Realität sein kann erzählt er uns in diesem Interview.
,,Die Examensvorbereitung war eine der erfülltesten Zeiten meines Lebens!", sagt David im Nachhinein.
Dass ein solcher Erfolg keine Seltenheit, sondern bald...
2023-03-2250 min@praedikats_examen#3 Mit Masterplan gegen die Kurve des Vergessens - im Interview mit David Christopher FrankeZum Jura Masterplan:
https://juramasterplan.de/
https://www.instagram.com/juramasterplan.de/
https://www.youtube.com/@juramasterplan_de
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David Franke hat mit seinen 10,6 Punkten nicht nur das juristische Prädikat im ersten Examen sondern seine Vorbereitung darauf lässt sich auch nach der ganzheitlichen Perspektive mit einem #praedikats_examen bewerten! Gesund Jura Studieren und gleichzeitig erfolgreich sein - dass das nicht nur eine wahnwitzige Vision sondern gelebte Realität sein kann erzählt er uns in diesem Interview.
,,Die Examensvorbereitung war eine der erfülltesten Zeiten meines Lebens!", sagt David im Nachhinein.
Dass ein solcher Erfolg keine Seltenheit, sondern bald...
2023-03-2250 min@praedikats_examen#3 Mit Masterplan gegen die Kurve des Vergessens - im Interview mit David Christopher FrankeZum Jura Masterplan:
https://juramasterplan.de/
https://www.instagram.com/juramasterplan.de/
https://www.youtube.com/@juramasterplan_de
::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::
David Franke hat mit seinen 10,6 Punkten nicht nur das juristische Prädikat im ersten Examen sondern seine Vorbereitung darauf lässt sich auch nach der ganzheitlichen Perspektive mit einem #praedikats_examen bewerten! Gesund Jura Studieren und gleichzeitig erfolgreich sein - dass das nicht nur eine wahnwitzige Vision sondern gelebte Realität sein kann erzählt er uns in diesem Interview.
,,Die Examensvorbereitung war eine der erfülltesten Zeiten meines Lebens!", sagt David im Nachhinein.
Dass ein solcher Erfolg keine Seltenheit, sondern bald der j...
2023-03-2050 min
More Than MoneyEP 53 - Estate Planning Deep Dive w/ Tara LuckeEP 53 - Estate Planning Deep Dive w/ Tara Lucke
Ask a question | https://www.rossmarais.com/askross
Episode Sponsor | This episode is brought to you by More Time Financial, a financial planning company that is on a mission to help young Australians make smarter decisions with money by providing real-life financial advice, coaching and financial education.
Book in for a free initial 30-minute consultation - https://moretimefinancial.com.au/get-started/
Disclaimer | In preparing this podcast episode, the contributors have not taken into account any particular person's objectives, financial situation or needs. Befo...
2023-01-1533 min
Mondays with MidjaSeason 1 - That's a WrapSeason 1......It's a wrap! 30 episodes talking Life, Love and Leadership with our amazing guests.
In this episode I share what I've learnt along the way. There's been lots, too many to share here but these are just some of the highlights.
Firstly, LIFE....
- The power of mental strength and perseverance with Ben Cox (epo 17) and his amazing personal story which resonated with so many listeners.
- Our conditioning and the choice to strip back who you are and unlearn the labels you've given to yourself - Anoushka Dowling (epo 19)
Nex...
2022-09-2620 min
Mondays with MidjaGo All In with Tara LuckeThis week on the "Mondays with Midja" podcast, I interview the Queen of Wills, Tara Lucke.
Tara and I chat about:
The importance of finding mentors and a support team outside of the firm you work in
Not falling into the mindset of "when I achieve this, I will be happy and fulfilled," and going through your career just ticking the boxes
Examining your values to understand what you want out of your life and your career - what would you do if you were guaranteed that you would not fail?
Pursuing the opportunities which bring y...
2022-05-2249 min
Scalable Law PodcastFree Or Low-Cost Ways To Get High-Value CPD Points For Lawyers (Ep 93)Today on the Being Unstoppable Podcast, Caralee dives into how to get your and your teams CPD points the either low-cost or no cost way. All while ensuring they are of massive value to you and your team. There are a few strategies to be creative to get those points, and today Caralee shares how she and her team get in those CPD sessions!
Tune in to hear the below ideas and how Caralee has run them in her law firm:
Run your mini CPD conference with your team or other lawyers. Thi...
2022-03-2217 min
Hotel MatzeChristian Ulmen und Fahri Yardim – Könnt ihr gut über Sex reden?Meine heutigen Gäste sind Fahri Yardim und Christian Ulmen.
Beide sind Schauspieler und durch ihre Serie “jerks” – in der sie eine Version von sich selbst spielen – als Duo bekannt.
Fahri Yardim ist außerdem bekannt für seine Rollen in “Dogs of Berlin”, “Halbbrüder” und den Hamburger “Tatort”. Seinen Film “Rocca verändert die Welt” kann ich für den nächsten Filmabend mit der Familie sehr empfehlen. Fahri war im letzten Jahr hier zu Gast im Hotel und ich habe ein ganz anderes Bild von ihm bekommen. Statt dem coolen und lässigen, Hamburger Slang sprechenden, breitbeinigen und...
2021-09-012h 26
The Grass is GreenerThe power of the Testamentary TrustHave you heard the term Testamentary Trust?
In this episode, Tim chats to Tara Lucke about the power of a Testamentary Trust Will for everyday Australians and their families.
Tara likes to think of the Testamentary Trust Will as the super hero of estate planning, because they will save your family tax after you die, save your inheritance from divorce and bankruptcy risks and save young children from wasting their inheritance. What's not to love?
Tara's Testamentary Trust Article
https://bit.ly/3jAg5vg
Aspire's Estate Planning Service
https://bit.ly/37qNns0
https://www.linkedin.com/in/taralucke/
2021-08-1146 min
The Grass is GreenerStarting a Family - 4 key financial elementsIn life, it doesn't get much bigger than, 'Starting a Family'.
Life is going to change in a big way, there is so much excitement and emotion, but also so many new things to consider. There are also SO many 'helpful' people ready to pass on their advice and wisdom. It can be a tad confusing.
Want the 'low-down' from the experts?
1. Cashflow - tips and ideas to feel in control.
2. Centrelink Entitlements & Parental Leave - Sheena gives us a crash course in Centrelink entitlements and also how to best deal with them.
3. Life Insurance - your needs have changed...
2021-02-0354 min
The Grass is GreenerGetting your Estate Plan DoneIt is the job that many of us put off. Discussing what happens when you die or are incapacitated is not comfortable.
Yet when asked, most people say that their family is their most important priority.
In this episode we break down the Estate Planning process, its not as hard as you think.
Tara Lucke is not your typical lawyer. In a lot of ways. She only does estate planning, tax, asset protection, business succession, trusts and super. No disputes; No property stuff.
Tara is passionate about two things in law:
1. She loves helping clients reach peace of mind about...
2020-11-0436 min
Doing Law DifferentlySuccess Isn’t Making Partner: Tara Lucke on Passive Income (ep 52)
In 2014 , Tara Lucke co-founded a boutique law firm. Today, she graces the virtual floors of DLD with the story of why she quit full-time law at the age of 30 and how she went on to become the founder of The Art of Estate Planning, a part-time Nexus lawyer and a full-time mum.
The Queen of Wills has arrived and she hasn’t worked a full week since 2017. Take that, billable targets.
Time and time again on DLD we come back to the idea that the version of success that we’re conditioned to strive for as legal pr...
2020-08-0334 min
Ensombl Advice Australia#136 Tara LuckeIs Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you think about starting the EP conversation with your clients? Tara Lucke is the Estate Planning expert who believes Advisors are in the best position to help their clients reach peace of mind by protecting the assets and lifestyles they work so hard to acquire. She's so passionate about helping Advisers use Estate Planning to entrench themselves as their client's trusted advisor and grow their businesses, she's created an entire blueprint course called 'The Art of Estate Planning...
2019-06-2742 min
More Than MoneyEP 12 - The Importance of Estate Planning for Young Australians, Tara Lucke - InterviewOn this week’s episode of the Young Money Podcast, we are talking about the importance of estate planning for young Australians, as well as busting some common myths that come with putting in place a will, being in a relationship and having an up to date estate plan. Episode Sponsor This episode is brought to you by More Time Financial. A financial planning, money management and financial education company who are on a mission to help young Australians make smarter decisions with their money. If you need to put in place or review your per...
2018-04-2550 min
Financial AutonomyTara Lucke - the importance of estate planning for those in their 20's, 30's, and 40's - Episode 34Today we chat with Co-founder and consultant with Tara Lucke from View Legal about the importance of Estate planning. Though it is not something we like to talk about, it is so important for protecting your assets and loved ones, no matter what stage of life you are at. In this interview we cover: Making sure your hard earned money goes to the right place with a good estate plan What happens to your money if you don't have an estate plan Why you need consider having a Power of Attorney no matter what your age...
2018-02-2832 min
ViewLegal Podcast#19 - Estate planning – Tools to grow your businessThis is a podcast of the webinar 'Estate planning – Tools to grow your business' held on 15 March 2016. The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. Estate planning is arguably the 'new black' for many advisers. One of the very few areas of the law where advisers and clients can work collaboratively and constructively. Estate planning and related areas can be a critical value proposition for any adviser wanting to remain relevant. This session will ex...
2016-04-2857 min
ViewLegal Podcast#18 - Firm of the Future – NowThis is a podcast of the webinar 'Firm of the Future – Now' held on 17 February 2016. The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. The impact of radical market changes and ever increasing complexity, mean the business models of all professional service firms (PSF) are under constant reassessment. Many argue that the key to success, and perhaps even survival, is to create a true 'Firm of the Future'. This session will deconstruct why th...
2016-02-261h 05
ViewLegal Podcast#17 - Enduring powers of attorney and guardianship – everything you need to knowThis is a podcast of the webinar 'Enduring powers of attorney and guardianship – everything you need to know' held on 17 November 2015. The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. Arguably, one of the most contentious areas of estate planning relates to enduring powers of attorney and guardianship. There is an array of issues that must be taken into account in relation to appointing attorneys and guardians. In this 60-minute presentation, we ex...
2016-01-191h 10
ViewLegal Podcast#10 - How To Access Market Leading Legal Advice For Less Than $1 A WeekThis is a podcast of the webinar 'How to access market leading advice …. For less than $1 a week' held on 25 February 2015. The webinar was facilitated by legendary entrepreneur Paul Dunn, Chairman of B1G1 – Business for Good. With Paul, View directors Matthew Burgess and Tara Lucke, explored the key themes in the revolution of professional service advice, including how advisers can best leverage the 'VIP platform'. The VIP (View Intellectual Property) platform is a subscription service that, for the first time, creates access to high quality legal advice at exceptional value on a wholesale basis to a...
2015-06-1653 min
ViewLegal Podcast#9 - Testamentary trusts: key revenue issuesThis is a podcast of the webinar 'Testamentary trusts: key revenue issues' held on 29 October 2014. The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. This 90 minute presentation specifically addresses: Distributions from testamentary trusts, including: distributions to minor beneficiaries external accretions to testamentary trusts after death the treatment of capital gains Implications of holding a main residence in a testamentary trust The transfer of assets from: the will maker to the LPR the LPR to the testamentary...
2015-06-1600 min
ViewLegal Podcast#8 - Restructuring businesses for asset protection and successionThis is a podcast of the live seminar – 'Restructuring businesses for asset protection and succession' – held on 8 October 2014. The seminar was presented by Matthew Burgess, Patrick Ellwood and Tara Lucke, directors of View and widely recognised as three of Australia's leading revenue focused lawyers in this area. The seminar centred around the provided case study, and specifically focused on: the asset protection, tax and commercial issues with the structure in the case study; our restructure recommendations for achieving optimal asset protection and tax effectiveness, utilising: specific capital gains tax roll-overs and Division 152 concessions stamp duty...
2015-06-161h 02
ViewLegal Podcast#2 - Are you ready for 30 June?This is a podcast of the webinar 'Are you ready for 30 June?' held on 10 June 2014. This webinar was presented by Matthew Burgess and Tara Lucke, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. This 90 minute presentation specifically addresses: ATO requirements for trustee distribution resolutions Critical trust deed clauses to review when preparing distribution resolutions Strategies for distributing to corporate beneficiaries Division 7A and UPE planning
2015-06-1500 min
ViewLegal Podcast#1 - Testamentary Trusts – The fundamentalsThis is a podcast of the webinar 'Testamentary Trusts – The fundamentals' held on 26 August 2014. The webinar was presented by Matthew Burgess and Tara Lucke, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. This 90 minute presentation specifically addresses: testamentary trusts and bankruptcy testamentary trusts and the family court overview of the taxation of testamentary trusts protective trusts and other types of special testamentary trusts practical considerations for testamentary trusts
2015-06-141h 01