#95 – Estate planning in 2025 – where are we at?
View Legal Podcast
by View Legal
2d ago
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including:  key estate planning related court decisions  taxation and stamp duty changes impacting on estate planning  the impact of key legislation changes  latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months ..read more
Visit website
#94 - 2024 The Year in ReView
View Legal Podcast
by View Legal
3M ago
At least once a week throughout the course of 2024, 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 2024 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 include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after bei ..read more
Visit website
#93 - Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)
View Legal Podcast
by View Legal
4M ago
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other. Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations. There are however significant risks with family constitutions that all advisers in the holistic estate planning space need to be aware of. This webinar will use story sharing to explore the key aspects of family constitutions, including: Why family constitutions can be useful What key issues s ..read more
Visit website
#75 – Estate planning in 2023 – where are we at?
View Legal Podcast
by View Legal
4M ago
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will use case studies to explore all key recent developments including: the key estate planning related court decisions over the last 12 months taxation and stamp duty changes impacting on estate planning the impact of key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months For access to more webi ..read more
Visit website
#92 - Key Estate Planning Lessons from Ultra High Net Wealth Families
View Legal Podcast
by View Legal
5M ago
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 ..read more
Visit website
#91 – Business Restructures and Asset Protection
View Legal Podcast
by View Legal
6M ago
Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all business structures. Arguably the key risk however for customers and advisers alike is failing to manage the fundamental asset protection risks in business structuring. This session will use liberal story sharing to provide: a comprehensive overview of the latest strategies to mitigate asset protection risks; an overview of the key issues to consider when establishing new businesses; specific examples demonstrating how to restructure existing businesses; and an overlay and analysis of the ..read more
Visit website
#90 -Timeless questions … about going timeless
View Legal Podcast
by View Legal
7M ago
Many observers are predicting that the impending changes to the professional services industries 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? The perennial questions for many are centred around how to charge for the services delivered. While there have always been risks with charging by the hour, those risks may become catastrophic as alternative advice solutions continue to rise in acceptance Timeless professional service ..read more
Visit website
#89 - To bind or not to bind – unbundling the great BDBN debate
View Legal Podcast
by View Legal
8M ago
In many holistic estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of disputes in relation to death benefit payments also seems to be growing. Particularly in the SMSF space, it is critical for advisers to understand the interplay between the various superannuation rules on the payment of a death benefit; not least of which the decision on whether to utilise some form of binding nomination. This webinar will help advisers get off risk in this area by exploring a range of issues, including: T ..read more
Visit website
#88 - Trust Horror Stories… the 8th Edition
View Legal Podcast
by View Legal
9M 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 2024 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, in ..read more
Visit website
# 85 – Estate planning in 2024 – where are we at?
View Legal Podcast
by View Legal
1y ago
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including: key estate planning related court decisions taxation and stamp duty changes impacting on estate planning the impact of key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months including address ..read more
Visit website

Follow View Legal Podcast on FeedSpot

Continue with Google
Continue with Apple
OR