All Episodes
Episodes
#64 What is a Super Proceeds Trust?
Superannuation and estate planning is a complex enough topic - but when you throw testamentary trusts into the mix, things can get confusing fast!
In this episode, I cut through the confusion and explain what a Super...
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#63 When a TT is OTT
You’ve heard me sing the praises of testamentary trusts. They’re a powerful protection vehicle that offer once in a life-time tax benefits.
But sometimes? They’re just plain over the top.
In this episode, I’m flipping...
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#62 Why Your Personal EPOA Won’t Protect Your Firm
Getting excited about your well-earned Christmas break?
There's just one more thing I need you to add to your end of year checklist... the final piece of the puzzle that every law firm owner needs to have sorted -...
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#61 Estate planning for couples: When should a testamentary trust start?
When preparing wills for couples, one of the trickiest questions to navigate is when the testamentary trust should actually begin. Should it start after the first death, or wait until both spouses have passed?
In this...
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#60 Minors Trusts vs TDTs: The Costs of Choosing the Wrong Trust
Many Australians (and even some professionals) assume a minor’s trust will do the job when it comes to looking after young beneficiaries. It sounds simple, it feels safe — but in reality, it’s often a missed...
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#59 What is a trust?
Sometimes we’re so busy diving into the technical weeds of estate planning that we forget to zoom out and make sure the basics are crystal clear.
So in this episode, we’re going back to square one: What exactly is a...
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#58 Why I stopped sending will summaries
When you send clients their draft testamentary trust wills, do you include a written will summary?
Many lawyers do, but here’s the problem: clients don’t need more dense documents to wade through.
In this episode, I...
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#57 How to Spot a Strong Testamentary Trust Precedent
When was the last time you audited your testamentary trust precedent?
In this episode, I step through the ultimate checklist of what every testamentary trust precedent should include, so you can audit your existing...
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#56 Special Disability Trusts
In this special episode we'll hear from our guest speaker and financial adviser, William Johns, about:
How to invest in a Special Disability Trust
Timing considerations (during lifetime or in the will)
Capital Gains...
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#55 Can a trustee change the appointor?
In this episode I discuss the recent Queensland Court of Appeal case Staley v Hill Family Holdings Pty Ltd [2025] QCA 95, which considered the question of whether the trustee can vary a trust deed to change the...
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#54 From Lawyer to Leveraged: Tips for turning your IP into a digital product business
From precedent packs to online courses, there are huge opportunities for professionals to package their expertise into scalable products.
In this episode, I share my tips for working out whether a digital product...
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#53 Challenge Accepted: Will Disputes 101
In this special episode, our guest speaker Timothy Morton breaks down the fundamental principles a will can be challenged. He’ll step us through the main ways a will can be attacked and some of the key cases in this...
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