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#87 – Ousting the Outlaws in Estate Planning

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Manage episode 413308416 series 1164419
Inhalt bereitgestellt von View Legal. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von View Legal oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/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:

  1. Structuring new trusts to achieve appropriate safety
  2. Conversion of existing trusts to achieve adequate protection
  3. Approaches in the design of testamentary trusts
  4. Legitimately minimising the rights of estranged family members
  5. 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:

Listen to View’s previous episodes here.

  continue reading

12 Episoden

Artwork
iconTeilen
 
Manage episode 413308416 series 1164419
Inhalt bereitgestellt von View Legal. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von View Legal oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/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:

  1. Structuring new trusts to achieve appropriate safety
  2. Conversion of existing trusts to achieve adequate protection
  3. Approaches in the design of testamentary trusts
  4. Legitimately minimising the rights of estranged family members
  5. 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:

Listen to View’s previous episodes here.

  continue reading

12 Episoden

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