In this podcast the View Legal team explore the following topic ‘2020 the year in reView’ which was held on 19 November 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.
At least once a week throughout the course of 2020, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.
In this special event, Matthew reviews the highs and lows from 2020 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.
Best of all, the entry price is at one of Matthew’s favourites, namely, free!
Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar):
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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
Related articles:
WATCH the Simon Sinek Ted Talk – How great leaders Inspire Action.
READ ‘A More Beautiful Question’ by Warren Berger.
READ “Oh, the Places You'll Go!’ by Dr. Seuss
Listen to View’s previous episode here.
In this podcast the View Legal team explore the following topic ‘Executor liability – a modern day nightmare’ which was held on 22 October 2020.
This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.
During this extract of the webinar you will learn about the increasing complexity of estates and particularly trust structures used create unavoidable risks for executors, trustees and their advisers.
The number of areas where executors and trustees can be personally liable is significant - and arguably growing.
This webinar explores the key areas of potential exposure and the steps that can be taken, including:
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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
In this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 16 September 2020.
This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.
During this extract of the webinar, we explore one of the most problematic issues faced by any trustee – a lost trust deed. Without a fully executed, ‘wet ink’ trust deed there can be disastrous key tax, stamp duty and administration issues that arise.
This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including:
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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be f assistance include:
Related articles:
Podcast #40 – TRUST HORROR STORIES… THE 3RD EDITION
Blog - Can trusts last forever now?
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August 2020.
This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.
During this extract of the webinar you will learn about:
The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation will explore a range of planning opportunities for testamentary trusts including:
For access to more webinars and resources join one (or all) of the View Communities.
In this podcast, the View Legal team explore the following topic ‘Value Pricing is so last year … but what exactly is so hot right now?’ which was held on 23 July 2020.
This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.
The ‘Trashing the Timesheet debate’ rages for many; and is so 2018 for others. And arguably now, value pricing is so 2019. In 2020 subscription platforms is where it is at.
In this webinar we will explore what it is like to be part of a long-standing timeless law firm, that is iterating again, including exploring:
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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
View apps
Weekly View blog
Published View books
Related articles
Foundations for the future the ‘How to do it’ webinar – how to incubate and iterate your business model
Insights on the Journey to Value Pricing
The firm of ‘now’ – 5 things about the way you do the things you do**
In this podcast, the View Legal team explore the following topic ‘When Trust Distributions Go Bad’ which was held on 11 June 2020.
This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.
During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word - ‘trusts’.
The range of issues that can potentially undermine the intentions of a trustee when attempting to make trust distributions is almost limitless.
The time to be planning appropriate crafting distributions is before an impending 30 June. This presentation will methodically address a number of common scenarios that see purported distributions fail, including:
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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
20 Point Checklist – Trust Review
Podcasts
#33 – ASSET PROTECTION MASTER CLASS
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 19 May 2020.
This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.
During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word - ‘trusts’.
A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2020 webinar is entirely new content, sourced from the last 12 months.
Learn from a range of case studies, including:
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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
20 Point Checklist – Trust Review
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘Adviser Facilitated Estate Planning: Your Questions Answered’ which was held on 12 March 2020
During this webinar, you will learn about Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View’s Turn-key Solution
Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers. Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer. View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.
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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
The 7 Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform
Success in Structuring Virtual Roadshow
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘Estate planning in 2020 – where are we at?’ which was held on 11 February 2020
In this webinar you will learn about the current Estate Planning in 2020. The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including:
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 clients in holistic Estate Planning
Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)
Some of the resources that View Legal has on offer that may be of assistance include:
The Seven Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform Via Nowinfinity
The 7 Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform
Estate Planning Roadshow – Afternoon Segment
Listen to View’s previous episode here.