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ViewLegal Podcast

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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Last Episode Date: 14 June 2024

Total Episodes: 94

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14 June 2024
#89 - To bind or not to bind – unbundling the great BDBN debate

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 spac...

46 min
17 May 2024
#88 - Trust Horror Stories… the 8th Edition

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...

45 min
18 April 2024
#87 - Ousting the Outlaws in Estate Planning

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 es...

46 min
18 March 2024
# 86 - Adviser Facilitated Estate Administration and Probate: Stories of Success

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 administ...

61 min
16 February 2024
# 85 – Estate planning in 2024 – where are we at?

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 ...

46 min
16 November 2023
# 84 – Year in ReVIEW

At least once a week throughout the course of 2023, 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 f...

60 min
22 October 2023
# 83 – Speaking and Presenting: Adviser Hacks

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 inp...

45 min
15 September 2023
# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts  

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 ...

49 min
24 August 2023
#81 – Superannuation and Estate Planning: A recipe for disaster

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 t...

46 min
23 July 2023
#80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models

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...

45 min
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