#109 - Trust Horror Stories … the 10th Anniversary Edition

ViewLegal Podcast by View legal

May 15, 202631:51Government & Organizations

Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this 1...

Related Episodes

Continue listening to more episodes from ViewLegal Podcast.

#113 - Being fair v being equal: Balancing adjustments in holistic estate planning

Sep 11, 2026 - 30:29

In any estate planning exercise involving more than one potential beneficiary a threshold question will b...

#112 - Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning

Aug 23, 2026 - 30:42

In many holistic estate planning exercises arguably the most strategic question to resolve is how to mana...

#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?

Jul 17, 2026 - 30:58

Many observers are predicting that the changes to the legal and professional services industries over the...

#110 - Tax on death: The Key CGT Rules Explained

Jun 18, 2026 - 30:04

The mantra that death and taxes are the only certainties in life arguably remains true; with the qualific...

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

Apr 20, 2026 - 31:36

Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unp...

#107 - Adviser Facilitated Business Succession Planning: The Steps for Success

Mar 27, 2026 - 30:34

Holistic Estate planning is widely considered as being 'so hot right now' for many advisers. Business suc...

#106 - Estate Planning 2026 Where are we at

Feb 20, 2026 - 30:00

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 month...

#105 - 2025 The Year in ReView

Nov 14, 2025 - 01:00:27

At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to bu...