All Episodes
Episodes
#46 Can't I just use my family trust? Why TTs are the superior solution
It's a super common question when preparing an estate plan for a client who already has a family trust: "Can I just use my existing family trust? Why do I need a new testamentary trust"?
It might sound like the...
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#45 Tax-Free Income for Minors? Here’s How Testamentary Trusts Work
One of the most powerful (and intimidating) features of testamentary trusts? Their ability to stream tax-free income to minors thanks to the excepted trust income rules.
If you start breaking out in a sweat the minute...
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#44 Patch Job or Pitfall? The Codicil Debate
Codicils seem like a tidy fix. A quick amendment. A low-cost update. But are codicils actually more trouble than they’re worth?
In this episode, we dig into the real risks behind the humble codicil — and whether using...
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#43 Are BDBNs overrated?
They're seen as a “must-have” in estate planning. But… are Binding Death Benefit Nominations (BDBNs) actually essential for every client?
In this episode, we challenge the conventional wisdom around BDBNs — and ask...
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#42 From Litigation to Legacies: Lidia Vicca’s Big Career Pivot
In this episode, Tara chats with Lidia Vicca, founder of Vicca Law, about her bold career shift from being a top-tier litigator to running her own boutique estate planning firm.
After welcoming her first child, Lidia...
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#41 Ticked the Box, Missed the Point: The BDBN Problem
Binding Death Benefit Nominations (BDBNs) — nearly every Australian super fund member has one, yet they remain one of the most misunderstood pieces of the estate planning puzzle.
Its frightening how many clients have...
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#40 From Manolos to RMs: Bernadette Terry's Sea Change to A Country Practice
What happens when a top-tier tax lawyer trades Sydney harbour views for the quiet charm of regional WA? You get Bernadette Terry — founder of Great Southern Wills and an absolute gem in the estate planning space.
In...
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#39 Securing the Digital Legacy: Crypto, Pre-Death Planning, and Post-Death Clean Up
Welcome to 2025, where crypto wallets, NFTs, and digital assets are an everyday part of the estate planning conversation — and a growing challenge for lawyers.
In this podcast episode, crypto-consultant Jamie Reed...
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#38 Signs that it's time for a price rise
With the end of financial year around the corner, it’s the perfect time to review what’s working in your firm... and what’s quietly eating into your profits.
So if your gut’s been whispering “should I be charging...
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#37 Unlock hidden revenue in your law firm
This episode is for anyone who's curious about what it takes to stop dabbling and start getting serious about offering estate planning to your clients.
Whether you've seen how good us estate planning lawyers have it...
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#36 Behind the scenes of our latest precedent update release
Ever wondered what actually goes into keeping estate planning precedents sharp, shiny, and up-to-date?
Spoiler alert: it's a lot more than a quick cut-and-paste job.
In this episode, we're lifting the curtain on the...
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#35 Stop! Don't deal with family trust succession in the will
It's tempting to just pop an extra clause into a client's will to cover off on the succession plan for their family trust - but this is far from the gold standard in discretionary trust succession.
In this episode,...
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