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# 85 – Estate planning in 2024 – where are we at?
Manage episode 401257299 series 1164419
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including:
- key estate planning related court decisions
- taxation and stamp duty changes impacting on estate planning
- the impact of key legislation changes
- latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
- insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements
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.
12 episoder
Manage episode 401257299 series 1164419
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including:
- key estate planning related court decisions
- taxation and stamp duty changes impacting on estate planning
- the impact of key legislation changes
- latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
- insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements
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.
12 episoder
Alla avsnitt
×![Artwork](/static/images/128pixel.png)
1 #93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other) 47:48
![Artwork](/static/images/128pixel.png)
1 #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families 41:28
![Artwork](/static/images/128pixel.png)
1 #91 – Business Restructures and Asset Protection 47:50
![Artwork](/static/images/128pixel.png)
1 #90 – Timeless questions … about going timeless 47:10
![Artwork](/static/images/128pixel.png)
1 #89 – To bind or not to bind – unbundling the great BDBN debate 46:22
![Artwork](/static/images/128pixel.png)
1 #88 – Trust Horror Stories… the 8th Edition 45:25
![Artwork](/static/images/128pixel.png)
1 #87 – Ousting the Outlaws in Estate Planning 46:51
![Artwork](/static/images/128pixel.png)
1 #86- Adviser Facilitated Estate Administration and Probate: Stories of Success 1:01:13
![Artwork](/static/images/128pixel.png)
1 # 85 – Estate planning in 2024 – where are we at? 46:27
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