All Episodes
Episodes
#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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#52 Rethinking the Estate Planning Meeting
Meeting with clients to discuss their estate planning is core to our business, but how much time have you devoted to optimising your meeting strategy?
If you’re guilty of doing the same old thing that you’ve done for...
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#51 Bypassing & Breaking Up with a TDT
Your clients have heard you sing the praises of testamentary trusts — tax free income for minors, family law and bankruptcy protection. They’re sold.
But what if we need to get the assets out?
In this episode, we...
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#50 Life Insurance: The Unsung Hero of Estate Planning
Life insurance might not get a lot of airtime in estate planning education … but when used well, it can completely transform the outcome for your clients and their families.
In this episode, I’m sharing why I love...
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#49 Skipping the Kids: What Happens When Clients Want to Leave It All to the Grandkids
It’s not the most common estate planning strategy … but it’s also not as rare as you might think.
What do you do when a client says they want to skip over their adult children and leave everything directly to the...
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#48 Charitable Giving Structures in Estate Planning
Estate planning isn’t just about dividing assets - it’s our final opportunity to create a lasting impact.
Whether it’s supporting a favourite charity, funding medical research, or leaving a legacy for future...
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