All Episodes
Episodes
#97 If I Started an Estate Planning Firm Tomorrow, Here's How I'd Market It
Marketing can feel like a dirty word for lawyers. But if you're running a law firm (or hoping to one day), it's one skill you can't afford to ignore.
In this episode, I share exactly how I'd market an estate planning...
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#96 High Net Worth Clients: Not Just Standard Wills with More Zeros
When a client has significant wealth, it's tempting to think they simply need a more expensive version of your standard estate plan.
In reality, high net worth estate planning often requires a completely different...
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#95 How One Simple Question Could Change a Legacy
Australia is in the middle of a once-in-a-generation wealth transfer.
But when we prepare wills, how often do we help clients think beyond the default option of leaving everything to family?
At the end of the episode,...
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#94 Your Testamentary Trust Precedents Are Gathering Dust
You invested in new testamentary trust precedents. You skimmed the welcome email. And then... life happened.
If your testamentary trust precedents are still sitting in your inbox (or you've forgotten where you saved...
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#93 Booked, Busy and Burnt Out…
You left your old firm for more freedom and control.
Not to become the most overworked employee in your own business!
In this episode, I'm joined by Caralee Fontenele from Scalable Law to talk about the trap so many...
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#92 Estate Planning Is a Team Sport
Most lawyers join a membership for the resources.
The precedents. The training. The technical updates.
But after spending time with our members at Law Biz Con, I was reminded that the real value often comes from...
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#91 Don't Get Caught Out: Practical AML Tips for Estate Planning Lawyers
Back in Episode 76, we introduced the new anti-money laundering regime and what it means for estate planning lawyers.
Now it's time to get practical.
In this episode, I'm joined by Jessica Smith from Grant Thornton to...
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#90 Testamentary Discretionary Trusts Survive the Tax Shake-Up: What Now?
After four weeks of uncertainty, the Federal Government has announced that testamentary discretionary trusts will be exempt from the proposed 30% minimum tax on discretionary trust income.
In this special update...
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#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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