ViewLegal Podcast

This is a podcast of the 'Trust Horror Stories... the 3rd Edition' webinar held on 23 May 2019. 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 – a...

This is a podcast of the 'Trust Vesting - the key ramifications' held on 3 May 2018. The range of issues that can potentially undermine the intentions of a trustee when a trust has, or is about to, vest is almost limitless.  The potential taxation and stamp duty consequences are similarly broad. This presentation will use detailed case study examples to explore all key aspects of trust vesting, in...

This is a podcast of the 'Estate Planning 2018 – Where are we at?' held on 21 February 2018. The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This presentation 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 impa...

This is a podcast of the 'The 7 Steps to Success – Implementing View's Turn-key adviser facilitated estate planning platform' held on 8 March 2018. Estate planning is increasingly the 'new black' for many financial advisers, accountants and risk advisers.  Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and con...

This is a podcast of the 'Foundations for the future the 'how to do it' webinar – How to incubate and iterate your business model - now' held on 8 February 2018. 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 entrants mean...

This is a podcast of the 'Foundations for the future the how to do it webinar – Purpose lead performance' held on 2 November 2017. 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 entrants mean that the only certainty will be...

This is a podcast of the webinar 'An Asset Protection Master Class' held on 18 October 2017. View's web-based estate planning platform is widely recognised as the solution of choice by leading advisers. We are excited to confirm that the platform now offers, nationwide, a comprehensive adviser centric solution for probate and estate administration. This session will explore the key ways financial...

This is a podcast of the webinar 'An Asset Protection Master Class' held on 13 September 2017. The need to take active steps to protect assets and wealth is longstanding. Arguably however, those concerns have never been taken more seriously by a greater number of people than they are currently. To many people, asset protection means being able to control assets or have access to assets which the p...

This is a podcast of the webinar 'Estate Planning War Stories' held on 24 August 2017. Story telling is the cornerstone of explaining and understanding any principle. View's experience in the estate planning area is that there a few approaches as memorable as learning based on 'war stories'. This webinar explores a series of View's most popular 'war stories' to explain 10 of the most important est...

This is a podcast of the webinar 'Probate and estate administration – Everything you need to know' held on 26 July 2017. 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. The administration of a deceased estate is a heavily r...

This is a podcast of Foundations for the future the 'how to do it' webinar – Persistence creates perfection held on 22 June 2017. 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 entrants mean that the only certainty will be...

This is a podcast of the webinar 'Trust Horror Stories' held on 25 May 2017. 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...

This is a podcast of the webinar 'Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value' held on 22 March 2017. Estate planning is the 'new black' for many advisers.  Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively. View's web-based estate planning pla...

This is a podcast of the webinar 'Estate planning in 2017 – where are we at?' held on 23 February 2017. The pace of evolution of all aspects of estate planning has continued to intensify over the last 18 months. This presentation will use case studies to explore all key recent developments including: the key estate planning related court decisions over the last 18 months taxation and stamp duty ch...

This is a podcast of the webinar 'Foundations for the future the 'how to do it' webinar series – Topic 1 – Defining and monetising your passion' held on 2 February 2017. 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 entran...

 This is a podcast of the webinar 'Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value' held on 12 October 2016. Estate planning is the 'new black' for many advisers. Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively. View's web-based estate planning p...

This is a podcast of the webinar '40 Forms of Trusts' held on 22 September 2016. The concept of a trust is in theory relatively simple - just involving one party (the trustee) holding assets for the benefit of others (the beneficiaries). Given however that there are only a few core elements which must be satisfied to have a valid trust relationship, overtime advisers and clients alike have largely...

This is a podcast of the webinar '2016 Pricing Master Class with Ron Baker' held on 7 September 2016. In Australia for the first time in 3 years, the founder of VeraSage Institute (the leading think tank dedicated to educating professionals internationally), Ron Baker delivered an interactive 90-minute session. The webinar explored how accounting and financial planning firms are embracing a superi...

This is a podcast of the webinar 'Post-Death Estate Planning Strategies' held on 24 August 2016. Generally a comprehensive estate plan must be implemented well before a person dies or loses capacity. There are some exceptions to this rule and with the aging population it is vital for all advisers to be aware of the main strategies available. This presentation will consider key post death estate pl...

This is a podcast of the webinar 'Everything you need to know about the new Small Business Rollover rules' held on 21 July 2016. Subdivision 328-G commenced on July 1 2016, with the intention of providing Small Businesses with flexibility to restructure into a more appropriate form. The range of issues to consider when restructuring are potentially broad. While existing rollovers apply only in nar...

This is a podcast of the webinar 'Business succession – Master class' held on 21 April 2016. The webinar was presented by specialist View team members Carrie Payne and Patrick Ellwood. Leveraging off a raft of questions raised with us in recent months by advisers from across Australia, this in-depth 'Master Class' presentation will explore in detail a range of the most topical issues in the busine...

This is a podcast of the webinar 'Estate planning – Tools to grow your business' held on 15 March 2016. The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. Estate planning is arguably the 'new black' for many advisers. One of the very few areas of the law where advisers and clients...

This is a podcast of the webinar 'Firm of the Future – Now' held on 17 February 2016. The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. The impact of radical market changes and ever increasing complexity, mean the business models of all professional service firms (PSF) are under c...

This is a podcast of the webinar 'Enduring powers of attorney and guardianship – everything you need to know' held on 17 November 2015. The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia's leading revenue focused lawyers in this area. Arguably, one of the most contentious areas of estate planning relates to enduring powers of at...

This is a podcast of the webinar 'Bust proofing trusts' held on 8 October 2015. The webinar was presented by Patrick Ellwood and Matthew Burgess director of View Legal and widely recognised as two of Australia's leading revenue focused lawyers in this area. Longstanding views about the form and level of asset protection afforded by trusts have been challenged and made less certain by a number of r...