ViewLegal Podcast

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 onl...

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 gro...

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'...

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 comple...

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 r...

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...

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...

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 st...

In this podcast the View Legal team explore the following topic 'Lost Trust Deeds' which was held on 16 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, '...

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 incre...

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, val...

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'....

In this podcast, the View Legal team explore the following topic 'Trust Horror Stories … the 4th Edition' which was held on 19 May 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 - 'tr...

In this podcast, the View Legal team explore the following topic 'Adviser Facilitated Estate Planning: Your Questions Answered' which was held on 12 March 2020 During this webinar, you will learn about Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View's Turn-key Solution Holistic estate plan has been in recent times, a key part of the value proposition for many...

In this podcast, the View Legal team explore the following topic 'Estate planning in 2020 – where are we at?' which was held on 11 February 2020 In this webinar you will learn about the current Estate Planning in 2020. 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...

In this podcast, the View Legal team explore the following topic: Exploring the Science of Sales which was held on 24 October 2019 The science of sales in a modern professional service firm has arguably never been more important. How exactly is rain made in a post-social media world? The webinar will offer an insider's account of how to create momentum with sales and marketing innovation, in any t...

In this podcast the View Legal team explore the following topic: Choosing the Right Business Structure– Simple! (in theory…) which was held on 19 September 2019. This podcast is a take out of that session and the full webinar is available via the  View Legal website  Following on from View's asset protection webinar last month a related topic that explores how the success – or failure – of a new b...

We are excited to confirm View's adviser facilitated estate planning platform has been fully rebuilt via NowInfinity.   The new platform continues to provide all of your favourite aspects of View's adviser facilitated estate planning offering, including being adviser centric, service and price satisfaction guaranteed and provision of the legal advice certificate confirming that all legal advice ha...

This is a podcast of 'The 9 Key Principals of Asset Protection' held on 29 August 2019. In a sentence, asset protection is often referred to as having sufficient control of assets, such that if an individual is successfully sued these assets will not be available to be used to recompense the successful litigant. This is however only one aspect of a comprehensive asset protection strategy. This web...

As part of our ' Virtual Roadshow ' series, this webinar will use case studies and provide practical ideas that  can be immediately implemented       We discuss the following in relation to:   Asset Protection and a reminder to use  checklists;   Review estate planning and  Super contributions;   9 Principals of Asset protection ;   Bankruptcy Evolution ;   Property vs Resources;   Family Law and...

In this podcast, we  are joined by  Matthew Burgess, Jade  Duncan  and  Hannah  Whippy to discuss  Excepted Trust Income   As part of our ' Virtual Roadshow ' series, this webinar will use case studies and provide practical ideas that  can be immediately implemented       We discuss the following in relation to:   Assets which do  and do  not form part of Estate;   Testamentary Trusts;    Testamen...

In this podcast, we  are joined by  Matthew Burgess, Jade  Duncan  and  Hannah   Whippy   to discuss Company Restructures      As part of our ' Virtual Roadshow ' series, this webinar will use case studies and provide practical ideas that  can be immediately implemented.     We discuss the following  in relation to:   Differences between asset protection and limited Liability;   Individual vs comp...

In this Podcast we  are joined by  Matthew Burgess, Jade  Duncan  and  Hannah  Whippy to discuss (some of the)  40 Forms of Trust .   As part of our ' Virtual Roadshow ' series, this webinar  will  look  at and comparing some of the most coming Trusts   We discuss the following limitations and differences betw een the below Trusts structures:   Second Generation Family Trust;   Lineal Descendants...

This is a podcast of the 'Unbundling the Pricing Debate (& how to actually trash your timesheet)' held on 25 July 2019. The Trashing the Timesheet debate rages for many; and is so 2018 for others. Having clocked up (no pun intended) over 10 years without recording single chargeable unit, it is timely (again no pun intended) to share our views (there we go again) about what's hot and not with the o...

This is a podcast of the Foundations for the Future 'how to do it' webinar – How to Leverage the Universal Laws for Success into your business model held on 27 June 2019. Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entra...