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#88 – Trust Horror Stories… the 8th Edition
Manage episode 419399284 series 1164419
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 2024 webinar is entirely new content, sourced from the last 12 months.
Learn from a range of case studies, including:
- What could possibly go wrong?
- Directors, wet signing and banks being banks
- Home sweet home … trusts and land tax
- Tax law v property law … and the winner is?
- Save Ferris!: owning assets on trust for oneself
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:
Listen to View’s previous episodes here.
12 פרקים
Manage episode 419399284 series 1164419
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 2024 webinar is entirely new content, sourced from the last 12 months.
Learn from a range of case studies, including:
- What could possibly go wrong?
- Directors, wet signing and banks being banks
- Home sweet home … trusts and land tax
- Tax law v property law … and the winner is?
- Save Ferris!: owning assets on trust for oneself
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:
Listen to View’s previous episodes here.
12 פרקים
כל הפרקים
×![Artwork](/static/images/128pixel.png)
1 #93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other) 47:48
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1 #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families 41:28
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1 #91 – Business Restructures and Asset Protection 47:50
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1 #90 – Timeless questions … about going timeless 47:10
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1 #89 – To bind or not to bind – unbundling the great BDBN debate 46:22
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1 #88 – Trust Horror Stories… the 8th Edition 45:25
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1 #87 – Ousting the Outlaws in Estate Planning 46:51
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1 #86- Adviser Facilitated Estate Administration and Probate: Stories of Success 1:01:13
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1 # 85 – Estate planning in 2024 – where are we at? 46:27
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