ViewLegal Podcast

View Legal
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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.

  1. Sep 11

    #113 - Being fair v being equal: Balancing adjustments in holistic estate planning

    In any estate planning exercise involving more than one potential beneficiary a threshold question will be whether the focus is on achieving a distribution that is fair, or equal. Where equality is the desired outcome there are a range of second order consequences that need to be managed. This webinar will provide an overview of the key issues advisers must consider in guiding their customers in this area, including:   1.     Exploration of the key balancing adjustment strategies, including loans, UPEs, superannuation and capital gains tax; 2.     Consideration of the main legal documentation relevant, including 'hotchpot' clauses in wills; 3.     Analysis of the various points in time that can be used as the 'effective date'; 4.     Discussion of leading cases; and 5.     Practical 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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #107 – Adviser Facilitated Business Succession Planning: The Steps for Success  PODCAST: #108 – Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked   Listen to View's previous episodes here.

  2. Aug 23

    #112 - Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning

    In many holistic estate planning exercises arguably the most strategic question to resolve is how to manage wealth controlled via one or more discretionary trusts. This webinar explores the key issues with the main alternatives for discretionary trust structures in holistic estate planning, including: 1. Unbundling the 'go-to' strategies including corporatisation, splitting and cloning 2. Worked examples of each main type of restructure 3. Analysing the key tax consequences of each approach 4. Exploring fundamental re-engineering strategies such as vesting and conversion 5. 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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #103 – Trust Distribution Disasters … & how to avoid them  PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored  Listen to View's previous episodes here.

  3. Jul 17

    #111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?

    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 in ongoing change. The key question for every professional is – what do we do? As part of View's 'Foundations for the Future' series, this webinar will provide practical ideas that can be immediately implemented, while exploring arguably common sense concepts such as:  1. Is the future here; just unevenly distributed? 2. What is the impact of the '3 P Principles' (Peter, Parkinsons and Pareto) in 2026? 3. How simplicity truly is the ultimate sophistication; 4. The One Thing Model (AKA, the main thing is to keep the main thing, the main thing) 5. 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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #94 – 2024 The Year in ReView  PODCAST: #102 – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised

  4. Jun 18

    #110 - Tax on death: The Key CGT Rules Explained

    The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not ongoing changes ... unlike the tax regime; the 2026 Budget the latest piece of supporting evidence. The capital gains tax (CGT) rules for deceased estates are a foundational area for all advisers in the holistic estate planning space. This webinar will explore the key rules advisers must consider with deceased estates including:  How the CGT cost base rules work What occurs in relation to losses The impact of various forms of testamentary trusts Key issues to be aware of with non-resident assets or non-resident beneficiaries Leading Tax Office statements and cases And while we planned the content for this event well before the 2026 Budget, we will ensure there is a full unpacking of the key principles advisers may now need to also consider 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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #97 – Asset protection planning; without paying tax and duty – what's the latest PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning   Listen to View's previous episodes here.

  5. May 15

    #109 - Trust Horror Stories … the 10th Anniversary 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 10th Anniversary edition of our 'Trust Horror Stories' webinar series we will explore the most instructive trust 'horror' stories that View has helped resolve  over the last 10 years – all shared with the aim of helping avoid similar problems arising in the future.   Learn from a range of case studies, including: 1.       Dirty deeds done dirt cheap 2.       When 12 trusts are barely enough 3.       The One Day Trust 4.       Are 99 year perpetuity periods a problem - that's less than 100 years(?) 5.       Family homes owned via trusts; foolproof right Bueller, Bueller, Bueller(?)  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: PODCAST: #98 -Trust Horror Stories … the 9th Edition   PODCAST: #88 – Trust Horror Stories… the 8th Edition    Listen to View's previous episodes here.

  6. Apr 20

    #108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked

    Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered. The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored. This practically focused webinar will explore the key issues for advisers to be aware of in relation to asset revaluation reserves (ARRs), including:  How to create an ARR   What the trust deed must provide to allow a valid ARR   What other documentation is required to implement an ARR  Consideration of the key revenue and trust law risks with ARRs  Exploration of leading ARR decisions and 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 customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #106 – Estate Planning 2026 Where are we at  PODCAST: #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success    Listen to View's previous episodes here.

  7. Mar 27

    #107 - Adviser Facilitated Business Succession Planning: The Steps for Success

    Holistic Estate planning is widely considered as being 'so hot right now' for many advisers. Business succession planning, as part of holistic estate planning, is arguably becoming the 'go to' value add for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View's facilitated business succession planning platform to monetise their offering; while managing risk. With updated content for 2026, the webinar will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:    insurance funded buy sell deeds  all forms of non-insurance funded agreements (including shareholder, partnership agreements and property owners deeds) interplay with wider offerings (including trust succession and estate planning) Stapling of arrangements across multiple entities annual business succession planning health check 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: PODCAST: #104 – Securing succession of SMSFs as part of an estate plan  PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success    Listen to View's previous episodes here.

  8. Feb 20

    #106 - Estate Planning 2026 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 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 customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #95 – Estate planning in 2025 – where are we at?  PODCAST: # 85 – Estate planning in 2024 – where are we at?   Listen to View's previous episodes here.

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About

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.

Information

  • Creator
    View Legal
  • Years Active
    2015 - 2026
  • Episodes
    118
  • Rating
    Clean
  • Copyright
    © Copyright 2018 View Legal
  • Show Website
    ViewLegal Podcast