Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern world.
To ensure advisers are off-risk – and adding value – holistic estate planning strategies to manage the ‘outlaws’ are essentially compulsory.
This event will explore a range of key approaches and recent developments including:
- Structuring new trusts to achieve appropriate safety
- Conversion of existing trusts to achieve adequate protection
- Approaches in the design of testamentary trusts
- Legitimately minimising the rights of estranged family members
- Story sharing, including from leading court cases
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: #81 – Superannuation and Estate Planning: A recipe for disaster
- PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success
Listen to View’s previous episodes here.
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