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 of hindsight, the answer implemented is often one that was not in fact adequately tolerance tested when it should have been. This webinar explores the latest developments in the insurance funded business succession space.  While this webinar complements our April 2021 webinar (Business succession (without insurance): Easy as A, B, C ), there is no need to have attended the earlier event.  The topics covered in this our September 2021 webinar include: The key strategies for both external insurance and self-insured business owner exit arrangements Structuring insurance ownership alternatives, including a deep dive into the main approached (being trust, self, super and hybrid ownership) Leveraging holistic approaches to seamlessly integrate business succession and estate planning strategies Unbundling the implications of the approach the Tax Office takes in this area, including key tax rollovers Numerous case study examples   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 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: PODCAST #8 – Restructuring businesses for asset protection and succession PODCAST #20 – Business succession – Master class PODCAST #57 – Business succession (without insurance): Easy as A, B, C Listen to View’s previous episode here.

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#62 - Business succession (with insurance): Easy as 1, 2, 3

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 aid of hindsight, the choice made is often one that was not in fact adequately tolerance tested when it should have been. This webinar explores the key issues with the main alternatives for trust structures in estate planning, including: unbundling the key features of inter vivos trusts, pre-death testamentary trusts and post-death testamentary trusts worked examples of each structure exploring restructuring options when the 'wrong' trust is chosen analysing the key tax consequences of each approach numerous case study examples 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 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: PODCAST #14 – Testamentary Trusts Bespoke Planning Opportunities PODCAST  #28 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value PODCAST  #51 – Testamentary Trusts – the latest tips and traps Listen to View’s previous episode here.

#61 - What trust is for when: inter vivos; testamentary and post death trusts explored

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, 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 combination of the so called '3 Ps' - being Productisation, Positioning and Pricing is arguably the best place to start. This webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions: Where to start - today Off the shelf or bespoke - or both Positioning – is it all about the brand Distribution and monetisation – what works well   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 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: PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet) PODCAST: #45 – Exploring the Science of Sales Listen to View’s previous episode here.

#60 - The 3 P’s Unbundled: Productisation, Positioning and Pricing

 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 events of incapacity also seems to be growing. Particularly in the SMSF space, it is critical for advisers to understand the interplay between the superannuation regime and the enduring powers of attorney rules. This webinar explores all the key issues in this regard, including: How to structure the appointment of attorneys with reference to superannuation entitlements The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations The ability for attorneys to make BDBNs and manage 'fast death tax' The role of state government departments The implications of the key recent court decisions in this area   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 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: PODCAST - #11 – Superannuation and estate planning Master Class PODCAST - #3 – Superannuation and estate planning Listen to View’s previous episode here. 

#59 - Superannuation + Incapacity: The formula to avoid failure

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 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 2021 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including: 2 appointors, 0 capacity + kids behaving badly What do you mean the settlor can’t be a beneficiary? The $1,000 settlement sum that was still wrong … Why pay 50% tax, when you can pay 100% Dirty deeds done dirt cheap 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: #48 – Trust Horror Stories … the 4th Edition #40 – Trust Horror Stories… the 3rd Edition #29 – Trust Horror Stories Listen to View’s previous episode here.

#58 - Trust Horror Stories the 5th Edition

In the same way as an estate plan is critical for every adult, so to is a business succession plan for everyone involved in a business.   While insurance can play a role for exits such as death and incapacity (indeed see our September 2021 event: Business succession (with insurance): Easy as 1, 2, 3) a robust approach for non-insurable exit events is critical.   While our April 2021 webinar complements our September 2021 webinar, there is no need to attend the later event.    This, our April 2021 webinar, explores the key issues advisers should be aware of in business succession, including: a The roles and responsibilities of each adviser (accountant, financial adviser, broker and lawyer) Starting at the start - getting the valuation right Unbundling the succession pathways – employees, family or external acquisition Becoming 'deal ready' and managing the due diligence process Share sales v asset sales - the why, how and whats Managing risk including warranties, indemnities and tax liabilities 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: Blog: Trust-owned business succession insurance arrangements: Some clarity at long last Blog: Company owned insurance policies for business succession Book: The Seven Foundations Of Business Succession   Listen to View’s previous episode here.

#57 - Business succession (without insurance): Easy as A, B, C

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: Podcast episode #34 - Adviser Facilitated Probate and Estate Administration Podcast Episode #31 - Probate and Estate Administration – Everything You Need To Know Overview of Probate and Estate Administration   Listen to View’s previous episode here.

#56 -Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution

In this podcast, the View Legal team explore the following topic ‘Estate planning in 2021 – where are we at?’ which was held on 19 February 2021. 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 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 resourses: Estate Planning 2020 - where are we at? Apps for Estate Planning The Nine Steps to a Complete Estate Plan - Book   Listen to View’s previous episode here.

#55 -Estate planning in 2021 – where are we at?

In this podcast the View Legal team explore the following topic ‘2020 the year in reView’ which was held on 19 November 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.   At least once a week throughout the course of 2020, 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 2020 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 favourites, namely, free! Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar): Masks, daylight robberies and finding flow Legal detail, #covid19 and the zombie apocalypse World domination, Elon Musk and the rule of 7/11/4 Work/life integration, home schooling and responsible parenting Amanda Rinn, Susan (known as Sue) Ridge and Donald (known as Don) Quay 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 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: WATCH the Simon Sinek Ted Talk – How great leaders Inspire Action. READ ‘A More Beautiful Question’ by Warren Berger. READ “Oh, the Places You'll Go!’ by Dr. Seuss   Listen to View’s previous episode here.

#54 - 2020 year in ReView

In this podcast the View Legal team explore the following topic ‘2020 the year in reView’ which was held on 19 November 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.   At least once a week throughout the course of 2020, 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 2020 in what will be a fast paced and thought-provoking event.  ‘2020 the year in reView’ is inspired by ‘A More Beautiful Question’ by Warren Berger and “Oh, the Places You'll Go!’ by Dr. Seuss. Topics will explore the questions we can ask of our business as we head into 2021. In this post COVID-19 world, we explore questions we need to ask questions of our business’ as we head into 2021.   Publish or perish? Is the answer to ‘or’, and? How important, in your business, is measuring twice and cutting once? What is the standard we will hold ourselves to? What messages are we giving to our community? Have all the details been looked at? What you delaying in making decisions on? When did you last watch ask your ‘Why’? - Simon Sinek Ted Talk – ‘How great leaders Inspire Action Have you reviewed your costing and the integration of time? Is it time to start thinking about a non-time-based billing option? Are there items in your business that is becoming kindle to a bigger fire? What are we making judgements on too quickly? Are your systems and process’ still relevant? 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 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: WATCH the Simon Sinek Ted Talk – How great leaders Inspire Action. READ ‘A More Beautiful Question’ by Warren Berger. READ “Oh, the Places You'll Go!’ by Dr. Seuss   Listen to View’s previous episode here.

In this podcast the View Legal team explore the following topic ‘Executor liability – a modern day nightmare’ which was held on 22 October 2020.    This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.      During this extract of the webinar you will learn about the increasing complexity of estates and particularly trust structures used create unavoidable risks for executors, trustees and their advisers.   The number of areas where executors and trustees can be personally liable is significant - and arguably growing.   This webinar explores the key areas of potential exposure and the steps that can be taken, including:   structures that create the biggest liability risk   liability for tax debts and the approach of the Tax Office   planning opportunities to manage risk   overlay of bankruptcy rules   impact of offshore assets and beneficiaries    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 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 

#53 - Executor liability – a modern day nightmare

In this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 17 September 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, we explore one of the most problematic issues faced by any trustee – a lost trust deed. Without a fully executed, ‘wet ink’ trust deed there can be disastrous key tax, stamp duty and administration issues that arise. This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including: Where to look, who to contact and when to give up tax and stamp duty ramifications of a lost the deed how to legitimately adopt a replacement trust deed is court approval necessary practical solutions 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 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 f assistance include: View apps Weekly View blog Published View books Related articles: WHITEPAPER – LOST TRUST DEEDS Podcast #40 – TRUST HORROR STORIES… THE 3RD EDITION Blog - Can trusts last forever now?   Listen to View’s previous episode here.

#52 - Lost trust deeds – some solutions

In this podcast, the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar you will learn about: The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation will explore a range of planning opportunities for testamentary trusts including: tax treatment of each asset class owned via a testamentary trust; the latest updates on the attitude of the Australian Taxation Office towards testamentary trusts and various bespoke strategies; testamentary trust cloning and splitting; international tax planning and testamentary trusts; and testamentary trusts and using South Australian laws to avoid the rule against perpetuities. For access to more webinars and resources join one (or all) of the View Communities.

#51 - Testamentary Trusts the latest tips and traps

In this podcast, the View Legal team explore the following topic ‘Value Pricing is so last year … but what exactly is so hot right now?’ which was held on 23 July 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.   The ‘Trashing the Timesheet debate’ rages for many; and is so 2018 for others. And arguably now, value pricing is so 2019. In 2020 subscription platforms is where it is at. In this webinar we will explore what it is like to be part of a long-standing timeless law firm, that is iterating again, including exploring: the journey, time recording, to fixed pricing to subscription how technology is only ever an enabler leveraging the Apple way: and stealing from other industries examples of professional service firms that have jumped on board the subscription fast trail 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 Foundations for the future the ‘How to do it’ webinar – how to incubate and iterate your business model Insights on the Journey to Value Pricing The firm of ‘now’ – 5 things about the way you do the things you do**

#50 - Value Pricing is so last year … but what exactly is so hot right now?

In this podcast, the View Legal team explore the following topic ‘When Trust Distributions Go Bad’ which was held on 11 June 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word - ‘trusts’. The range of issues that can potentially undermine the intentions of a trustee when attempting to make trust distributions is almost limitless. The time to be planning appropriate crafting distributions is before an impending 30 June.  This presentation will methodically address a number of common scenarios that see purported distributions fail, including: understanding the way in which beneficiaries are defined; clauses excluding the trustee as a beneficiary; implications of non-resident beneficiary laws; the remoteness of vesting rules, including with trust to trust distributions; and adviser liability due to failed distributions. 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 Testamentary trusts overview 20 Point Checklist – Trust Review Podcasts #33 – ASSET PROTECTION MASTER CLASS  #29 – TRUST HORROR STORIES Listen to View’s previous episode here.  

#49 - When Trust Distributions Go Bad

View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning. The founders of View Legal are committed to building a law firm that our friends would choose. View Legal is results focused and passionate about delivering solutions in a way that aligns with our 'SPS' - service and price satisfaction - guarantee.

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