In this podcast, the View Legal team explore the following topic ‘The Year in ReView' which was held on 18 November 2021.
At least once a week throughout the course of 2021, 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 2021 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 favourite price points, namely, free!
Topics will include exploration of the links between the ideas that have evolved for View over the year (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 and resources:
PODCAST - A Year in ReVIEW 2020
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘Project management: One View' which was held on 21 October 2021.
In many business succession arrangements
Regardless of whether you chose to abandon timesheets (no prizes for View’s view on that), outstanding project management is arguably the single most important issue for professional service providers heading into 2022.
Since embracing a timeless business model (with all work scoped and priced upfront) project management has become arguably the biggest investment made by View.
Many of the principles View now embraces are because we first tried every other known approach - and failed.
To help you avoid enduring the same journey, this webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions:
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 and resources:
PODCAST #45 – Exploring the Science of Sales
PODCAST #18 – Firm of the Future – Now
Listen to View’s previous episode here
In this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3' which was held on 14 September 2021.
In many business succession arrangements arguably the most strategic question to ask is what type of approach should be implemented.
Similar to many estate plans, with the aid of hindsight, the answer implemented is often one that was not in fact adequately tolerance tested when it should have been.
This webinar explores the latest developments in the insurance funded business succession space. While this webinar complements our April 2021 webinar (Business succession (without insurance): Easy as A, B, C ), there is no need to have attended the earlier event.
The topics covered in this our September 2021 webinar include:
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 and resources:
PODCAST #8 – Restructuring businesses for asset protection and succession
PODCAST #20 – Business succession – Master class
PODCAST #57 – Business succession (without insurance): Easy as A, B, C
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ' which was held on 26 August 2021.
In many estate planning exercises arguably the most strategic question to ask is what type of discretionary trust should be implemented.
With the aid of hindsight, the choice made is often one that was not in fact adequately tolerance tested when it should have been.
This webinar explores the key issues with the main alternatives for trust structures in estate planning, 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:
Related articles and resources:
PODCAST #14 – Testamentary Trusts Bespoke Planning Opportunities
PODCAST #51 – Testamentary Trusts – the latest tips and traps
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘The 3 P’s Unbundled: Productisation, Positioning and Pricing' which was held on 22 July 2021.
Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented.
A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.
The key question for every professional is – what do we do?
The combination of the so called '3 Ps' - being Productisation, Positioning and Pricing is arguably the best place to start.
This webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions:
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 and resources:
PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)
PODCAST: #45 – Exploring the Science of Sales
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June 2021.
In many estate planning exercises, superannuation is either the second largest - or largest - asset.
As superannuation savings continue to accumulate the number of superannuation fund members suffering events of incapacity also seems to be growing.
Particularly in the SMSF space, it is critical for advisers to understand the interplay between the superannuation regime and the enduring powers of attorney rules.
This webinar explores all the key issues in this regard, 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:
Related articles and resources:
PODCAST - #11 – Superannuation and estate planning Master Class
PODCAST - #3 – Superannuation and estate planning
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 20 May 2021.
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 2021 webinar is entirely new content, sourced from the last 12 months.
Learn from a range of case studies, 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:
Related articles and resources:
#48 – Trust Horror Stories … the 4th Edition
#40 – Trust Horror Stories… the 3rd Edition
Listen to View’s previous episode here.
In the same way as an estate plan is critical for every adult, so to is a business succession plan for everyone involved in a business.
While insurance can play a role for exits such as death and incapacity (indeed see our September 2021 event: Business succession (with insurance): Easy as 1, 2, 3) a robust approach for non-insurable exit events is critical.
While our April 2021 webinar complements our September 2021 webinar, there is no need to attend the later event.
This, our April 2021 webinar, explores the key issues advisers should be aware of in business succession, including:
a
For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser 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 and resources:
Blog: Trust-owned business succession insurance arrangements: Some clarity at long last
Blog: Company owned insurance policies for business succession
Book: The Seven Foundations Of Business Succession
Listen to View’s previous episode here.
Estate planning is widely considered the ‘new black’ for many advisers.
The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration.
This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their estate planning related offerings.
This webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:
For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser 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 and resources:
Podcast episode #34 - Adviser Facilitated Probate and Estate Administration
Podcast Episode #31 - Probate and Estate Administration – Everything You Need To Know
Overview of Probate and Estate Administration
Listen to View’s previous episode here.
In this podcast, the View Legal team explore the following topic ‘Estate planning in 2021 – where are we at?’ which was held on 19 February 2021.
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:
Related articles and resourses:
Estate Planning 2020 - where are we at?
The Nine Steps to a Complete Estate Plan - Book
Listen to View’s previous episode here.