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#92 – Key Estate Planning Lessons from Ultra High Net Wealth Families
Manage episode 439963542 series 1164419
Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike.
Behind the headlines however, the underlying legal and commercial principles are often extremely instructive for all advisers, regardless of the ‘source’ being estates valued multiple times more than may generally be the case.
This webinar will leverage story telling to explore numerous lessons advisers should be aware of from some of the highest profile – and highest value – estate planning disasters (and a few success stories) Australia has seen, including:
- Ken Talbot
- Dame Elisabeth Murdoch
- Rupert Murdoch
- Michael Hutchence (of INXS fame) and his mother
- Peter Wright
- Lang Hancock
- Gina Rinehart (including all key cases, of which there have been many ..)
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: #87 – Ousting the Outlaws in Estate Planning
PODCAST: # 85 – Estate planning in 2024 – where are we at?
Listen to View’s previous episodes here
12 episoder
Manage episode 439963542 series 1164419
Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike.
Behind the headlines however, the underlying legal and commercial principles are often extremely instructive for all advisers, regardless of the ‘source’ being estates valued multiple times more than may generally be the case.
This webinar will leverage story telling to explore numerous lessons advisers should be aware of from some of the highest profile – and highest value – estate planning disasters (and a few success stories) Australia has seen, including:
- Ken Talbot
- Dame Elisabeth Murdoch
- Rupert Murdoch
- Michael Hutchence (of INXS fame) and his mother
- Peter Wright
- Lang Hancock
- Gina Rinehart (including all key cases, of which there have been many ..)
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: #87 – Ousting the Outlaws in Estate Planning
PODCAST: # 85 – Estate planning in 2024 – where are we at?
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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