Radio and PodcastLive Radio & Podcasts

Search Radio and Podcast

Podcasts›ViewLegal Podcast›#112 - Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning

Government & Organizations

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

ViewLegal Podcast by View legal

Aug 23, 202630:42Government & Organizations

In many holistic estate planning exercises arguably the most strategic question to resolve is how to manage wealth controlled via one or more discretionary trusts. This webinar explores the key issues with the main alter...

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...

#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...

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

May 15, 2026 - 31:51

Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason fo...

#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...