All Episodes
Episodes
#107 Your Brain Is Not an Estate Planning System
Ever walked out of a client meeting and suddenly thought… “Oh no. I forgot to ask them THAT?”
We’re lawyers, but we’re also human. Some days we’re tired, distracted, sick, coming back from holidays, dealing with kids...
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#106 Trust Buzzwords, Decoded
Ever had a client ask for a “bloodline trust”, “protective trust” or some other impressively named structure and quietly wondered whether you’ve missed an entire area of trust law?
Good news: you probably haven’t.
In...
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#105 Richstar rises from the dead
Did the Federal Court just reheat Richstar 20 years later?
In this podcast episode, I'll discuss the Federal Court decision of Filippini v Keystone Asset Management Limited and the orders the court imposed on the...
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#104 Capital Reserved Trusts: Clever Strategy or False Security?
Capital reserved testamentary trusts sound like the perfect compromise: let a spouse benefit from the income while preserving the underlying inheritance for the bloodline.
So why don’t I like them?
In this episode, I...
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#103 The Estate Planning Mistakes That Can Make a Breakup Even Worse
When a relationship breaks down, the family law issues understandably take centre stage.
But while everyone is focused on property settlements and parenting arrangements, the estate plan can becomes a major risk.
In...
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#102 Estate Planning Roadblocks: A Psychotherapist’s Take
Sometimes a client stalls on their will, ghosts you completely, or suddenly has a reaction that feels wildly out of proportion to what’s actually happening.
In this episode, I’m joined by family business...
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#101 Testamentary Trust 101
Need an easy way to explain testamentary discretionary trusts to your clients?
This episode is a plain English introduction designed specifically for clients who want to learn more about TDTs.
Estate planning lawyers,...
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#100 100 Episodes Later: The 10 Lessons That Changed How I Think About Estate Planning
One hundred episodes in, I wanted to do something a little different.
In this milestone episode, I’m reflecting on the lessons that have genuinely changed the way I think about estate planning after nearly 18 years in...
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#99 The Legacy Beyond the Legal Documents
A will is an essential piece of an estate plan. But it can't capture a lifetime of stories, values and the moments that shaped who you are.
In this episode, I'm joined by Karren from Forever Told to explore the idea...
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#98 Guardianship or Grip? The Legal and Forensic Lens on Elder Abuse
Elder abuse remains one of the most pressing issues in succession and protective law. This webinar examines how abuse manifests, how it can be detected, and the remedies available to safeguard vulnerable...
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#97 If I Started an Estate Planning Firm Tomorrow, Here's How I'd Market It
Marketing can feel like a dirty word for lawyers. But if you're running a law firm (or hoping to one day), it's one skill you can't afford to ignore.
In this episode, I share exactly how I'd market an estate planning...
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#96 High Net Worth Clients: Not Just Standard Wills with More Zeros
When a client has significant wealth, it's tempting to think they simply need a more expensive version of your standard estate plan.
In reality, high net worth estate planning often requires a completely different...
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