#64 What is a Super Proceeds Trust?
01 Dec 2025
Contributed by Lukas
Superannuation and estate planning is a complex enough topic - but when you throw testamentary trust...
#63 When a TT is OTT
24 Nov 2025
Contributed by Lukas
You’ve heard me sing the praises of testamentary trusts. They’re a powerful protection vehicle t...
#62 Why Your Personal EPOA Won’t Protect Your Firm
17 Nov 2025
Contributed by Lukas
Getting excited about your well-earned Christmas break? There's just one more thing I need you to ad...
#61 Estate planning for couples: When should a testamentary trust start?
10 Nov 2025
Contributed by Lukas
When preparing wills for couples, one of the trickiest questions to navigate is when the testamentar...
#60 Minors Trusts vs TDTs: The Costs of Choosing the Wrong Trust
03 Nov 2025
Contributed by Lukas
Many Australians (and even some professionals) assume a minor’s trust will do the job when it come...
#59 What is a trust?
27 Oct 2025
Contributed by Lukas
Sometimes we’re so busy diving into the technical weeds of estate planning that we forget to zoom ...
#58 Why I stopped sending will summaries
20 Oct 2025
Contributed by Lukas
When you send clients their draft testamentary trust wills, do you include a written will summary? M...
#57 How to Spot a Strong Testamentary Trust Precedent
13 Oct 2025
Contributed by Lukas
When was the last time you audited your testamentary trust precedent? In this episode, I step throug...
#56 Special Disability Trusts
06 Oct 2025
Contributed by Lukas
In this special episode we'll hear from our guest speaker and financial adviser, William Johns, abou...
#55 Can a trustee change the appointor?
29 Sep 2025
Contributed by Lukas
In this episode I discuss the recent Queensland Court of Appeal case Staley v Hill Family Holdings P...
#54 From Lawyer to Leveraged: Tips for turning your IP into a digital product business
22 Sep 2025
Contributed by Lukas
From precedent packs to online courses, there are huge opportunities for professionals to package th...
#53 Challenge Accepted: Will Disputes 101
15 Sep 2025
Contributed by Lukas
In this special episode, our guest speaker Timothy Morton breaks down the fundamental principles a w...
#52 Rethinking the Estate Planning Meeting
08 Sep 2025
Contributed by Lukas
Meeting with clients to discuss their estate planning is core to our business, but how much time hav...
#51 Bypassing & Breaking Up with a TDT
01 Sep 2025
Contributed by Lukas
Your clients have heard you sing the praises of testamentary trusts — tax free income for minors, ...
#50 Life Insurance: The Unsung Hero of Estate Planning
25 Aug 2025
Contributed by Lukas
Life insurance might not get a lot of airtime in estate planning education … but when used well, i...
#49 Skipping the Kids: What Happens When Clients Want to Leave It All to the Grandkids
18 Aug 2025
Contributed by Lukas
It’s not the most common estate planning strategy … but it’s also not as rare as you might thi...
#48 Charitable Giving Structures in Estate Planning
11 Aug 2025
Contributed by Lukas
Estate planning isn’t just about dividing assets - it’s our final opportunity to create a lastin...
#47 Are you socials ready for the next Testamentary Trust trend?
04 Aug 2025
Contributed by Lukas
Are you socials ready for the next Testamentary Trust trend? Your law firm's social media isn’t ju...
#46 Can't I just use my family trust? Why TTs are the superior solution
28 Jul 2025
Contributed by Lukas
It's a super common question when preparing an estate plan for a client who already has a family tru...
#45 Tax-Free Income for Minors? Here’s How Testamentary Trusts Work
21 Jul 2025
Contributed by Lukas
One of the most powerful (and intimidating) features of testamentary trusts? Their ability to stream...
#44 Patch Job or Pitfall? The Codicil Debate
14 Jul 2025
Contributed by Lukas
Codicils seem like a tidy fix. A quick amendment. A low-cost update. But are codicils actually more ...
#43 Are BDBNs overrated?
07 Jul 2025
Contributed by Lukas
They're seen as a “must-have” in estate planning. But… are Binding Death Benefit Nominations (...
#42 From Litigation to Legacies: Lidia Vicca’s Big Career Pivot
30 Jun 2025
Contributed by Lukas
In this episode, Tara chats with Lidia Vicca, founder of Vicca Law, about her bold career shift from...
#41 Ticked the Box, Missed the Point: The BDBN Problem
23 Jun 2025
Contributed by Lukas
Binding Death Benefit Nominations (BDBNs) — nearly every Australian super fund member has one, yet...
#40 From Manolos to RMs: Bernadette Terry's Sea Change to A Country Practice
16 Jun 2025
Contributed by Lukas
What happens when a top-tier tax lawyer trades Sydney harbour views for the quiet charm of regional ...
#39 Securing the Digital Legacy: Crypto, Pre-Death Planning, and Post-Death Clean Up
09 Jun 2025
Contributed by Lukas
Welcome to 2025, where crypto wallets, NFTs, and digital assets are an everyday part of the estate p...
#38 Signs that it's time for a price rise
02 Jun 2025
Contributed by Lukas
With the end of financial year around the corner, it’s the perfect time to review what’s working...
#37 Unlock hidden revenue in your law firm
26 May 2025
Contributed by Lukas
This episode is for anyone who's curious about what it takes to stop dabbling and start getting seri...
#36 Behind the scenes of our latest precedent update release
19 May 2025
Contributed by Lukas
Ever wondered what actually goes into keeping estate planning precedents sharp, shiny, and up-to-dat...
#35 Stop! Don't deal with family trust succession in the will
12 May 2025
Contributed by Lukas
It's tempting to just pop an extra clause into a client's will to cover off on the succession plan f...
#34 The toughest decision for clients with children - choosing guardians
05 May 2025
Contributed by Lukas
Naming guardians for minor children in a Will is, hands down, one of the most emotional (and often a...
#33 Our Go-To estate planning resources
28 Apr 2025
Contributed by Lukas
Whether you're just starting out in estate planning or you're a seasoned succession lawyer, having t...
#32 Tips for choosing the financial controllers in an estate plan
21 Apr 2025
Contributed by Lukas
Naming the right people to handle financial decisions in an estate plan isn’t just important - it’...
#31 More Executors, More Problems?
14 Apr 2025
Contributed by Lukas
Many testators want to keep the peace and treat everyone fairly, so they suggest appointing all thei...
#30 Love, legacy and a little bit of chaos: Blended families in Estate Planning
07 Apr 2025
Contributed by Lukas
Blended families bring unique challenges when it comes to estate planning. From balancing com...
#29 Should You Really Be Doing That Yourself?
31 Mar 2025
Contributed by Lukas
Just because you can do something yourself doesn’t mean you should. As lawyers, we’re lit...
#28 How do I break into offering testamentary trusts?
24 Mar 2025
Contributed by Lukas
You know testamentary trusts are a game-changer for your clients, but actually getting started with ...
#27 The Long and the Short of It: How Long Should a Basic Will Be?
17 Mar 2025
Contributed by Lukas
When it comes to wills, size does matter — but maybe not in the way you think. Some lawyers...
#26 Changing the public perception of estate planning in Australia
10 Mar 2025
Contributed by Lukas
Let’s face it: the comments section on social media can be brutal, especially when it comes to est...
#25 So, You Want to Start an Estate Planning Law Firm? Let’s Do This!
03 Mar 2025
Contributed by Lukas
Whether you're ready to step away from a work environment that you've outgrown, or just love the ide...
#24 Client Comprehension: How Deep Should You Go on Testamentary Trusts?
24 Feb 2025
Contributed by Lukas
How Much Do Clients Really Need to Understand About Their Testamentary Trust Wills? We know t...
#23 The Big Ask: Should You Agree to Be Your Client’s Executor
17 Feb 2025
Contributed by Lukas
It’s one of the trickiest questions an estate planning lawyer can face: “Will you be my executor...
#22 Paperclips, zombie clients & Australia Post – protect yourself against an estate planning lawyer's worst nightmare!
10 Feb 2025
Contributed by Lukas
Cost agreements might not be the most glamorous part of estate planning, but they’re the secret we...
#21 Help! I have to organise a funeral: Practical tips for including funeral wishes in estate planning
03 Feb 2025
Contributed by Lukas
Let’s face it—unless you’ve been through it yourself, the idea of organising a funeral can fee...
#20 Unlock Your Law Firm’s Potential in 2025
27 Jan 2025
Contributed by Lukas
In this episode, Tara sits down with Caralee Fontenele, lawyer, entrepreneur, and the brilliant mind...
#19 Succession planning for farming clients
20 Jan 2025
Contributed by Lukas
Working with farming families can give rise to some unique issues, and estate planning is no excepti...
#18 The Impact of Money Blocks on Estate Planning Clients
13 Jan 2025
Contributed by Lukas
In this episode, Carrie interviews financial adviser, Aime Sandri, about the impact of money blocks ...
#17 Should you document testator reasons for disinheriting beneficiaries?
06 Jan 2025
Contributed by Lukas
When taking instructions to prepare a will, a testator will often have a whole slew of reasons justi...
#16 From freak-out to follow-through: Simplifying the estate planning decisions for clients
16 Dec 2024
Contributed by Lukas
Do you get clients dragging their heels when it’s time to give you their estate planning instructi...
#15 One of the most overlooked issues when drafting TDT wills
09 Dec 2024
Contributed by Lukas
When it comes to drafting testamentary discretionary trust wills, there’s one critical issue that ...
#14 Future-Proof Pricing: Setting prices for estate plan amendments
02 Dec 2024
Contributed by Lukas
Pricing future amendments to estate planning documents can feel like trying to predict the future—...
#13 What law school didn’t teach you about Saunders v Vautier
25 Nov 2024
Contributed by Lukas
The words ‘Saunders and Vautier’ may trigger flashbacks to your uni succession lectures, however...
#12 Freedom vs. Control: How Much Power Should a Surviving Spouse Have Over a Testamentary Trust?
18 Nov 2024
Contributed by Lukas
When devising a testamentary trust strategy, one of the most sensitive decisions is deciding how muc...
#11 Helping business owners understand their complex succession needs
11 Nov 2024
Contributed by Lukas
Talking to business owners about succession planning can be tricky. How do you explain the complexit...
#10 15 ways to increase profit on your matters – Part 2
04 Nov 2024
Contributed by Lukas
More profit for you, better outcomes for your clients—it’s a win-win! In Part 2 of this topic, w...
#9 15 ways to increase profit on your matters – Part 1
28 Oct 2024
Contributed by Lukas
Want you to feel like you’re thriving in your estate planning practice? A key step is making sure ...
#8 How much money do you really need to justify a testamentary trust?
21 Oct 2024
Contributed by Lukas
It’s the million-dollar question (pun intended)—how much money do clients really need before a t...
#7 Pricing and competing against online will providers
14 Oct 2024
Contributed by Lukas
The rise of online will providers is changing the game, and clients are finding it harder to tell wh...
#6 Does the family home belong in a testamentary trust?
07 Oct 2024
Contributed by Lukas
The family home is the golden goose of assets – it’s one of the last assets we can own tax free....
#5 Things your clients hate
30 Sep 2024
Contributed by Lukas
This week, we switch gears to talk about something that can make or break your estate planning pract...
#4 Trusting the Trustees
23 Sep 2024
Contributed by Lukas
In this episode, Tara and Carrie tackle a common dilemma in estate planning: how much flexibility sh...
#3 Super strategies and the childcare subsidy
16 Sep 2024
Contributed by Lukas
In this episode, Tara and Carrie dive into an unexpected twist in estate planning that might catch y...
#2 Why your clients aren’t accepting your fee proposal
09 Sep 2024
Contributed by Lukas
Tara and Carrie discuss all the blocks your clients might be facing before they’re ready to say “...
#1 Dealing with asset differences for homemaker spouses
20 Aug 2024
Contributed by Lukas
In this episode, Tara and Carrie chat about the practical and technical issues which arise when assi...