#76 – Adviser Facilitated Business Succession Planning: The Steps for Success
View Legal Podcast
by View Legal
1w ago
Business succession planning, as part of holistic estate planning, is widely considered the ‘new black’ for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated business succession planning platform to monetise their offering; while managing risk. This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as: insurance funded buy sell deeds all forms of non-insurance funded agreements (including shareholder and par ..read more
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#74 - A Story for You: 2022 – The Year in ReView
View Legal Podcast
by View Legal
4M ago
At least once a week throughout the course of 2022, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2022 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar. Best of all, the entry price is at one of Matthew’s favourite price points, namely, free! Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots afte ..read more
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#73 - Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)
View Legal Podcast
by View Legal
5M ago
The Trashing the Timesheet debate v Fixed Pricing continues to rage for many. The evidence suggests however these subscription platforms are where it is at for the winning professional service firms. In this webinar we will explore what it is like to be part of a ‘members only’ law firm, including exploring: Some background on the journey from time recording, to fixed pricing to value pricing how we learnt (the hard way) that technology is only ever an enabler following the way of Apple (… and stealing from other industries) unbundling the subscription services model for professional service ..read more
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#72 - Post Death Trusts = Asset Protection + Tax Planning
View Legal Podcast
by View Legal
6M ago
Post death estate planning strategies are a key area for any adviser in the estate planning space. The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken. This webinar will explore numerous key issues advisers should be aware of, including: strategies that may be implemented by executors or beneficiaries of an estate; superannuation proceeds trusts; post death trust, including estate proceeds trusts; recent case studies; Tax Office views. For a ..read more
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#71 - Superannuation War Stories
View Legal Podcast
by View Legal
7M ago
In many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of disputes in the self managed superannuation fund space is also increasing. It is critical for advisers to understand the key rules. This webinar will explore numerous superannuation ‘war’ stories – all shared with the aim of helping avoid similar problems arising in the future, including: 10 key superannuation cases explained. The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and ..read more
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#70 - Helpful Hacks
View Legal Podcast
by View Legal
8M ago
Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented.   A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.   The key question for every professional is – what do we do?   Based on View’s journey, unbundling a range of the most helpful hacks we have leveraged is arguably the best place to start.   This webinar uses case study examples and insights from the leading thinkers to explore how professional service provid ..read more
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#69 - Agribusinesses + Trusts: The formula to avoid Failure
View Legal Podcast
by View Legal
10M ago
In agribusiness, family trusts are arguably the single most used structure. As with all agribusiness structures managing trust arrangements both in day to day operations and succession planning is critical. This webinar explores all the key issues in this space, including: Control of family trusts in agribusiness situations and succession of control on various exit events. Restructuring family trusts in agribusiness situations using the key CGT concessions and related strategies such as trust cloning and trust splitting. The role of family constitutions and family councils for agribusiness op ..read more
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#68 - Trust Horror Stories … the 6th Edition
View Legal Podcast
by View Legal
11M ago
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. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2022 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, in ..read more
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#67 - Blended families and estate planning - 13 Strategies for Success
View Legal Podcast
by View Legal
11M ago
At least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning exercise. In saying this however, there are a number of strategies that have been developed that arguably are rarely relevant, unless there is a blended family situation. Learn about 13 strategies in this webinar, including: Siloed trusts The SaaS model (that is, ‘Superannuation as a Solution’) Parallel tr ..read more
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#66 - Adviser Facilitated Estate Planning: A story focussing on monetising your offering and managing the risk.
View Legal Podcast
by View Legal
1y ago
Estate planning is widely considered the ‘go to’ value add for many advisers.   This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated estate planning platform to monetise their offering; while managing risk.   This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as: all forms of testamentary trusts enduring powers of attorney Super proceeds trusts and SMSF wills post death strategies annual estate planning health c ..read more
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