View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.
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At least once a week throughout the course of 2024, 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 from 2024 in what will be a fast paced, thought-provoking and at times likel…
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#93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)
47:48
47:48
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47:48
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other. Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations. There are however significant risks with fami…
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#92 – Key Estate Planning Lessons from Ultra High Net Wealth Families
41:28
41:28
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41:28
Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike. Behind the headlines however, the underlying legal and commercial principles are often extremely instructive for all advisers, regardless of the ‘source’ being estates valued multiple times more than m…
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#91 – Business Restructures and Asset Protection
47:50
47:50
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47:50
Ongoing changes to Australia’s tax and regulatory framework have had an enormous impact on virtually all business structures. Arguably the key risk however for customers and advisers alike is failing to manage the fundamental asset protection risks in business structuring. This session will use liberal story sharing to provide: a comprehensive over…
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#90 – Timeless questions … about going timeless
47:10
47:10
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47:10
Many observers are predicting that the impending changes to the professional services industries 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 key question for every professional is – what do we do? The perennial questions for many a…
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#89 – To bind or not to bind – unbundling the great BDBN debate
46:22
46:22
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46:22
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 space, it is critical for advisers to understand the interplay between the vari…
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#88 – Trust Horror Stories… the 8th Edition
45:25
45:25
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45:25
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 aim of helping avoid simila…
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#87 – Ousting the Outlaws in Estate Planning
46:51
46:51
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46:51
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 …
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#86- Adviser Facilitated Estate Administration and Probate: Stories of Success
1:01:13
1:01:13
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1:01:13
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 administration. This session will explore how financial advisers, ac countants, risk ad…
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# 85 – Estate planning in 2024 – where are we at?
46:27
46:27
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46:27
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 taxation and stamp duty changes impacting on estate planning the impact of key…
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