#97 - Asset protection planning; without paying tax and duty – what's the latest

Asset protection strategies continue to be a key issue for advisers and their customers. Simplistically, asset protection can be as basic as moving assets out of the personal name of at risk individuals – an approach that can always deliver results; as long as tax and duty consequences are ignored. Traditionally gift and loan back arrangements have been the go-to strategy in all asset protection situations where transaction costs are prohibitive. Particularly in the estate planning arena however gift and loan back arrangements have been the subject of ongoing controversy. In this webinar, get the inside story in this space, on topics such as: What are the key issues with gift and loan back arrangements How have gift and loan back arrangements evolved over time What are the key implementation and drafting issues Do the leading cases remain relevant What other planning opportunities should be considered 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: – Post Death Trusts = Asset Protection + Tax Planning · PODCAST: – An Asset Protection Master Class Listen to View's previous episodes here

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#97 - Asset protection planning; without paying tax and duty – what's the latest is an episode from ViewLegal Podcast by View legal.

This episode is 31:22 long.

This episode was published on Apr 21, 2025.

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