#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked

Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered. The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored. This practically focused webinar will explore the key issues for advisers to be aware of in relation to asset revaluation reserves (ARRs), including: How to create an ARR What the trust deed must provide to allow a valid ARR What other documentation is required to implement an ARR Consideration of the key revenue and trust law risks with ARRs Exploration of leading ARR decisions and case study examples For access to more webinars and resources join one (or all) of the View Communities . Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning Viewruption : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: – Estate Planning 2026 Where are we at PODCAST: – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success Listen to View's previous episodes here.

You can listen to #108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked online on Radio and Podcast. Open the player on this page to stream the available audio.

#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked is an episode from ViewLegal Podcast by View legal.

This episode is 31:36 long.

This episode was published on Apr 20, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from ViewLegal Podcast when more episodes are available from the podcast feed.