All Episodes
Episodes
#89 The Money Stories Costing Your Firm Thousands
As estate planning lawyers, we spend our days helping clients navigate two of life's biggest taboos: death and money.
But while most of us become comfortable talking about death, talking about money can be a different...
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#88 Dementia capability for the legal profession
In this episode, Professor Nola Ries from the University of Technology Sydney discusses her groundbreaking research project for developing a set of attributes of a ‘dementia capable’ lawyer, together with the report...
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#87 Caldwell & Caldwell - The Appeal
In this special update to our series on the family law protection of discretionary trusts and testamentary trusts, I revisit the Caldwell & Caldwell decision following the successful appeal.
Back in 2025, the...
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#86 What is a fixed testamentary trust?
Fixed testamentary trusts are expected to be exempt from the proposed new 30% trust tax. So naturally, some people are saying: “Easy — let’s just swap testamentary discretionary trusts for fixed testamentary...
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#85 Are TDTs dead? The impact of the federal budget on TDTs
We're breaking all the rules to release an extra special podcast episode on The impact of the federal budget on testamentary discretionary trusts. Our TT Precedents Club members got this last week but now you can hear...
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#84 How Family Law Shapes Estate Planning Strategy
In this final episode of our series on the family law protection of discretionary trusts and testamentary trusts, I tie everything together.
We’ve worked through the key cases. Now it’s time to connect the dots.
In...
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#83 Family Law Protection of Trusts: Rigby & Kingston and Caldwell & Caldwell
Continuing our series on discretionary trusts and family law, in this fifth instalment, I cover the decisions of Rigby & Kingston (No. 4) and Caldwell & Caldwell.
These cases look specifically at the family...
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#82 Family Law Protection of Trusts: Woodcock & Woodcock (No 2)
Continuing our series on discretionary trusts and family law, I cover the decisions of Woodcock & Woodcock (No 2) and Aarons & Aarons.
Woodcock & Woodcock has the potential to shake up the asset protection...
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#81 Family Law Protection of Trusts: Barrett & Winnie, Frederic & Brisset, and Mansfield
Continuing our series on discretionary trusts and family law, in this fourth episode, I cover the decisions of Barrett & Winnie, Frederic & Brisset, and Mansfield & Mansfield.
These cases look specifically...
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#80 Family Law Protection of Trusts: Bernard, Coley & Danae, and Dovgan
In this third instalment of our series on discretionary trusts and family law, I discuss the decisions of Bernard & Bernard, Coley v Danae, and Dovgan & Dovgan
These cases look at how testamentary trusts will...
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#79 Family Law Protection of Trusts: Pittman, Morton and Harris
In this second episode of our series on discretionary trusts and family law, I explore the decisions of Pittman & Pittman, Morton & Morton and Harris & Harris.
If Kennon v Spry set the framework, these...
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#78 Clients getting cold feet with their TTs?
You’ve had the meeting. They agreed to the testamentary trust.
Then the draft will lands in their inbox… and suddenly they've got cold feet and want to go back to a basic will.
There's nothing worse!
In this episode,...
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