All Episodes
Episodes
#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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#77 Granny Flats and Co-Living
In this episode I'm joined by special guest, Nathan Fradley FChFP, as he takes us through the ins and outs of Granny Flat Arrangements including:
What they are
How they are treated for Centrelink and by the ATO
How...
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#76 Anti-money laundering rules for estate planning lawyers
If you’re an estate planning law firm owner wondering what on earth they need to do to comply with the expanded AML/CTF Rules… then this episode is for you!
Join our special guest Tracey Knight from Easy AML, for a...
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#75 Family Law Protection of Trusts: Kennon v Spry
For many clients, discretionary trusts are about one thing: protection. And when relationships break down, the question becomes: how protected are those assets, really?
In this this first episode in our new series on...
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#74 How I Make Part-Time Work… Actually Work
Confession: I used to be a full-blown workaholic lawyer.
Fourteen-hour days. Every meal at my desk. “Busy” as a personality trait.
Now? I run a million-dollar sole director firm working around 20–25 hours a week......
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#73 Inherited & outdated? It's time to audit your basic will precedent
Most lawyers have a “basic will precedent” that’s been handed down through multiple jobs, multiple law reform changes, and at least one clause no one wants to touch.
And yet… it’s still in use.
In this episode, I talk...
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#72 Funding the Gap: A New Way to Support Executors and Beneficiaries
It’s not often that something genuinely new lands in the estate planning space, which is why I was so curious when I discovered that JustFund has launched a funding solution designed specifically for estate...
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#71 No TT in the will: Can we fix it after death?
It’s one of the hardest moments in estate planning practice.
A person has died, and as you review the will, it’s immediately obvious that the family would have hugely benefited from a testamentary trust. Asset...
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#70 The Quiet Power of a Letter of Wishes
Letters of wishes often get treated as an optional extra — nice to have, but not essential. In reality, they can play a powerful role in how an estate plan is understood, implemented, and experienced by a family.
In...
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