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The Art of Estate Planning Podcast

Language: en Business Education
Last Checked: 2025-12-07 12:21:42.003334

#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...