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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
