View Legal: Recent Episodes
View Legal
Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern world.
To ensure advisers are off-risk – and adding value – holistic estate planning strategies to manage the ‘outlaws’ are essentially compulsory.
This event will explore a range of key approaches and recent developments including:
- Structuring new trusts to achieve appropriate safety
- Conversion of existing trusts to achieve adequate protection
- Approaches in the design of testamentary trusts
- Legitimately minimising the rights of estranged family members
- Story sharing, including from leading court cases
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: #81 – Superannuation and Estate Planning: A recipe for disaster
- PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success
Listen to View’s previous episodes here.
Holistic estate planning arguably has been, and remains, the definition of ‘so hot right now’.
A key part of the story of strategic advisers, particularly as the entire baby boomer generation cohort enters the last phase of their life span, is probate and estate administration.
This session will explore how financial advisers, ac countants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their holistic estate planning related offerings; and – arguably more importantly – get off risk.
In particular, the webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:
- The main steps in obtaining probate
- Opportunities for advisers delivering facilitated estate administration solutions
- Pricing of estate administration products
- Examples and story sharing
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: #56 – Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution
- PODCAST: #34 – Adviser facilitated Probate and Estate Administration
- Listen to View’s previous episodes here.
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 addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements
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: #81 – Superannuation and Estate Planning: A recipe for disaster
PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success
Listen to View’s previous episodes here.
At least once a week throughout the course of 2023, View 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, View reviews the highs and lows from 2023 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 View’s favourite price points, namely, free!
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: #74 Year in ReVIEW 2022
PODCAST: #67 Year in ReVIEW 2021
Listen to View’s previous episodes here.
At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged.
This webinar will provide a modern day version of the Pareto Principle (aka the 80-20 rule, that is 80% of a result comes from 20% of the input).
The modern day iteration being that it is in many situations more like a 99-1 rule; not 80-20. That is 99% of a result can be sourced from merely 1% of the input.
This webinar will focus on the key foundational speaking strategies to help you and your team create radically disproportionate improvements in all forms of communication, including:
- A ‘go to’ structure for every presentation, of any description.
- Overview of the key speaking strategies.
- A deeper dive into critical speaking skills (being the 1% that are likely to be the most impactful).
- Further learning guidance.
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: #45 – Exploring the Science of Sales
- PODCAST: #70 – Helpful Hacks
Listen to View’s previous episodes here.
In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus.
With the only certainty seemingly change, the concept of ‘designer trusts’ is arguably on trend for many specialist advisers.
In particular, throughout the life cycle of a trust, there are a range of situations that may mean a fundamental re-engineering of the trust structure is required.
Using stories and case study examples, this webinar will explore a range of issues in relation to all key forms of designer trusts, including:
- leading cases
- trust law rules
- tax risks
- stamp duty exposures
- commercial ramifications
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: #77 – Blended families and estate planning – 14 Further Strategies for Success
- PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure
Listen to View’s previous episodes here.
The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months. This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and superannuation leading to a disaster, including: Recent cases regarding death benefit nominations, including key […]
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? This case […]
The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed. Invariably the any adviser assisting the trust will be implicated in any alleged breach. This case study based webinar will explain the key issues all advisers must be aware of with trust deeds, including: Definitions […]
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 2023 webinar is entirely new content, sourced from the last 12 months.
Learn from a range of case studies, including:
- But 2010 isn’t that long ago, is it (?)
- Non-bare bare trusts and unstamped trust declarations
- 1x lost codicil, 2x court applications, 3x testamentary trusts
- When 12 trusts are barely enough
- Trust succession on incapacity – does it matter?
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: #68 – Trust Horror Stories … the 6th Edition
- PODCAST: #58 Trust Horror Stories … the 5th Edition.
- PODCAST: #48 – Trust Horror Stories … the 4th Edition
Listen to View’s previous episodes here.
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.
Following the success of last year’s event, in 2023 learn about 14 further strategies in this webinar, including:
- Rinehart Rules
- Creating a Never Ending Story
- The Warren Buffett Way
- Ruling from the grave
- There’s a Coopers for that
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: #67 – Blended families and estate planning – 13 Strategies for Success
- PODCAST: #75 – Estate planning in 2023 – where are we at?
- PODCAST: #68 – Trust Horror Stories … the 6th Edition
Listen to View’s previous episodes here.
Business succession planning, as part of holistic estate planning, is arguably 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 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 partnership agreements)
- interplay with wider offerings (including trust succession and estate planning)
- Stapling of arrangements across multiple entities
- annual business succession planning health check
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: #62 Business succession (with insurance): Easy as 1, 2, 3
- PODCAST: #57 – Business succession (without insurance): Easy as A, B, C
Listen to View’s previous episodes here.
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 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: #67 – Blended families and estate planning – 13 Strategies for Success
- PODCAST: #66 – Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk
Listen to View’s previous episodes here.
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 […]
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 […]
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 […]
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 – […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
In this podcast, the View Legal team explore the following topic ‘The Year in review’ which was held on 18 November 2021. At least once a week throughout the course of 2021, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and […]
In this podcast, the View Legal team explore the following topic ‘Project management: One View’ which was held on 21 October 2021. In many business succession arrangements Regardless of whether you chose to abandon timesheets (no prizes for View’s view on that), outstanding project management is arguably the single most important issue for professional service […]
In this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3′ which was held on 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 […]
In this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ‘ which was held on 26 August 2021. In many estate planning exercises arguably the most strategic question to ask is what type of discretionary trust should be implemented. With the […]
In this podcast, the View Legal team explore the following topic ‘The 3 P’s Unbundled: Productisation, Positioning and Pricing’ which was held on 22 July 2021. 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, […]
In this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June 2021. In many estate planning exercises, superannuation is either the second largest – or largest – asset. As superannuation savings continue to accumulate the number of superannuation fund members suffering […]
In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 20 May 2021. 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 […]
In this podcast the View Legal team explore the following topic ‘Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution’ which was held on 17 March 2021.
Estate planning is widely considered the ‘new black’ for many advisers.
The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration.
This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their estate planning related offerings.
This webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:
- Explaining the key steps in obtaining probate
- Exploring the primary area for opportunity for advisers delivering facilitated estate administration solutions
- Pricing of estate administration products
- Numerous case study examples.
For access to more webinars and resources join one (or all) of the View Communities.
Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser 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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
View apps
Weekly View blog
Published View books
Related articles and resources:
Adviser Facilitated Probate and Estate Administration
Probate and Estate Administration – Everything You Need To Know
Overview of Probate and Estate Administration
Listen to View’s previous episode here.
In this podcast the View Legal team explore the following topic ‘Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution’ which was held on 17 March 2021.
Estate planning is widely considered the ‘new black’ for many advisers.
The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration.
This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their estate planning related offerings.
This webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:
- Explaining the key steps in obtaining probate
- Exploring the primary area for opportunity for advisers delivering facilitated estate administration solutions
- Pricing of estate administration products
- Numerous case study examples.
For access to more webinars and resources join one (or all) of the View Communities.
Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser 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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
View apps
Weekly View blog
Published View books
Related articles and resources:
Adviser Facilitated Probate and Estate Administration
Probate and Estate Administration – Everything You Need To Know
Overview of Probate and Estate Administration
Listen to View’s previous episode here.