#99 - The Gift & Loan Back Strategy: A Master Class

View's April 2025 webinar (Asset protection planning; without paying tax and duty – what's the latest) was one of the most popular in recent history.  Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring.  Those questions – and many others – will now be answered in a special bonus webinar.  While attendance at the April webinar is not a pre-requisite, the May webinar will assume a working knowledge of gift and loan back arrangements.  Every question emailed by a registered attendee to [email protected] by Tuesday May 27 will be answered in the webinar.  Other questions which will be addressed include:  What are the risks with promissory notes? What alternatives are there to promissory notes? Should interest be charged on the loan? How should changes in asset value be addressed? How can personal property be protected? How should the estate plan of the asset owner be structured? 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: ·         PODCAST: #97 – Asset protection planning; without paying tax and duty – what's the latest    Listen to View's previous episodes here