All Episodes
Episodes
#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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#47 Are you socials ready for the next Testamentary Trust trend?
Are you socials ready for the next Testamentary Trust trend?
Your law firm's social media isn’t just about dancing reels or legal fun facts — it’s often your prospective client's first impression of you.
And if a...
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#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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