Latest Taralucke Podcast Episodes
#88 - Trust Horror Stories… the 8th Edition
ViewLegal Podcast - May 17, 2024 03:59 - 45 minutesMany 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 ...
#87 - Ousting the Outlaws in Estate Planning
ViewLegal Podcast - April 18, 2024 21:56 - 46 minutesFamilies 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. Thi...
# 86 - Adviser Facilitated Estate Administration and Probate: Stories of Success
ViewLegal Podcast - March 18, 2024 22:48 - 1 hourHolistic 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 ...
# 85 – Estate planning in 2024 – where are we at?
ViewLegal Podcast - February 16, 2024 06:28 - 46 minutesThe 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 d...
# 84 – Year in ReVIEW
ViewLegal Podcast - November 16, 2023 23:44 - 1 hourAt 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 from 2023 in what wi...
# 83 – Speaking and Presenting: Adviser Hacks
ViewLegal Podcast - October 22, 2023 21:29 - 45 minutesAt 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 input). The modern d...
# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts
ViewLegal Podcast - September 15, 2023 21:50 - 49 minutesIn 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 the life cycle of a...
#81 – Superannuation and Estate Planning: A recipe for disaster
ViewLegal Podcast - August 24, 2023 22:29 - 46 minutesThe 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 to a disaster, includ...
#80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models
ViewLegal Podcast - July 23, 2023 21:56 - 45 minutesMany 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 key question for eve...
#79 – Family Trust Deeds: What all advisers must know
ViewLegal Podcast - June 18, 2023 21:57 - 47 minutesThe Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed. Invariably the any adviser assisting the trust will be implicated in any alleged breach. This case study based webinar will explain the key issues all advisers must be awa...
#78 – Trust Horror Stories … the 7th Edition
ViewLegal Podcast - May 21, 2023 21:40 - 46 minutesMany 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...
#77 – Blended families and estate planning – 14 Further Strategies for Success
ViewLegal Podcast - April 28, 2023 04:47 - 45 minutesAt least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning ex...
#76 – Adviser Facilitated Business Succession Planning: The Steps for Success
ViewLegal Podcast - March 16, 2023 23:19 - 59 minutesBusiness succession planning, as part of holistic estate planning, is arguably 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 ...
#75 – Estate planning in 2023 – where are we at?
ViewLegal Podcast - February 19, 2023 23:35 - 48 minutesThe 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 cha...
#74 - A Story for You: 2022 – The Year in ReView
ViewLegal Podcast - November 18, 2022 02:40 - 57 minutesAt least once a week throughout the course of 2022, 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 2022 in what wi...
#73 - Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)
ViewLegal Podcast - October 27, 2022 23:53 - 42 minutesThe Trashing the Timesheet debate v Fixed Pricing continues to rage for many. The evidence suggests however these subscription platforms are where it is at for the winning professional service firms. In this webinar we will explore what it is like to be part of a ‘members only’ law firm, inc...
#72 - Post Death Trusts = Asset Protection + Tax Planning
ViewLegal Podcast - September 20, 2022 21:46 - 45 minutesPost death estate planning strategies are a key area for any adviser in the estate planning space. The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must...
#71 - Superannuation War Stories
ViewLegal Podcast - August 26, 2022 00:35 - 46 minutesIn many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of disputes in the self managed superannuation fund space is also increasing. It is critical for advisers to understand the key rul...
#70 - Helpful Hacks
ViewLegal Podcast - August 04, 2022 23:41 - 45 minutesMany 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 key question...
#69 - Agribusinesses + Trusts: The formula to avoid Failure
ViewLegal Podcast - June 20, 2022 04:09 - 44 minutesIn agribusiness, family trusts are arguably the single most used structure. As with all agribusiness structures managing trust arrangements both in day to day operations and succession planning is critical. This webinar explores all the key issues in this space, including: Control of family ...
#68 - Trust Horror Stories … the 6th Edition
ViewLegal Podcast - May 22, 2022 22:32 - 47 minutesMany 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...
#67 - Blended families and estate planning - 13 Strategies for Success
ViewLegal Podcast - April 28, 2022 21:57 - 45 minutesAt least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning ex...
#66 - Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk.
ViewLegal Podcast - March 20, 2022 23:06 - 1 hourEstate planning is widely considered 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 estate planning platform to monetise their offering; while managing risk. ...
#65 - Estate planning in 2022 – where are we at?
ViewLegal Podcast - February 22, 2022 00:52 - 45 minutesThe 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 cha...
#64 - The Year in ReVIEW 2021
ViewLegal Podcast - November 22, 2021 06:19 - 1 hourIn this podcast, the View Legal team explore the following topic ‘The Year in ReView' which was held on 18 November 2021. At least once a week throughout the course of 2021, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billin...
#63 Project management - One View
ViewLegal Podcast - October 25, 2021 22:51 - 45 minutesIn this podcast, the View Legal team explore the following topic ‘Project management: One View' which was held on 21 October 2021. In many business succession arrangements Regardless of whether you chose to abandon timesheets (no prizes for View’s view on that), outstanding project managemen...
#62 - Business succession (with insurance): Easy as 1, 2, 3
ViewLegal Podcast - September 15, 2021 00:41 - 45 minutesIn this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3' which was held on 14 September 2021. In many business succession arrangements arguably the most strategic question to ask is what type of approach should be implemented. S...
#61 - What trust is for when: inter vivos; testamentary and post death trusts explored
ViewLegal Podcast - August 30, 2021 03:16 - 44 minutesIn this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ' which was held on 26 August 2021. In many estate planning exercises arguably the most strategic question to ask is what type of discretionary tru...
#60 - The 3 P’s Unbundled: Productisation, Positioning and Pricing
ViewLegal Podcast - July 26, 2021 00:45 - 44 minutesIn this podcast, the View Legal team explore the following topic ‘The 3 P’s Unbundled: Productisation, Positioning and Pricing' which was held on 22 July 2021. Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. ...
#59 - Superannuation + Incapacity: The formula to avoid failure
ViewLegal Podcast - June 18, 2021 03:24 - 45 minutesIn this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June 2021. In many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue...
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