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:
2 appointors, 0 capacity + kids behaving badly What do you mean the settlor can’t be a beneficiary? The $1,000 settlement sum that was still wrong … Why pay 50% tax, when you can pay 100% Dirty deeds done dirt cheapFor 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.
