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All Episodes

The Art of Estate Planning Podcast — 21 episodes

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Title
1

#102 Estate Planning Roadblocks: A Psychotherapist’s Take

2

#101 Testamentary Trust 101

3

#100 100 Episodes Later: The 10 Lessons That Changed How I Think About Estate Planning

4

#99 The Legacy Beyond the Legal Documents

5

#98 Guardianship or Grip? The Legal and Forensic Lens on Elder Abuse

6

#97 If I Started an Estate Planning Firm Tomorrow, Here's How I'd Market It

7

#96 High Net Worth Clients: Not Just Standard Wills with More Zeros

8

#95 How One Simple Question Could Change a Legacy

9

#94 Your Testamentary Trust Precedents Are Gathering Dust

10

#93 Booked, Busy and Burnt Out…

11

#92 Estate Planning Is a Team Sport

12

#91 Don't Get Caught Out: Practical AML Tips for Estate Planning Lawyers

13

#90 Testamentary Discretionary Trusts Survive the Tax Shake-Up: What Now?

14

#89 The Money Stories Costing Your Firm Thousands

15

#88 Dementia capability for the legal profession

16

#87 Caldwell & Caldwell - The Appeal

17

#86 What is a fixed testamentary trust?

18

#85 Are TDTs dead? The impact of the federal budget on TDTs

19

#84 How Family Law Shapes Estate Planning Strategy

20

#83 Family Law Protection of Trusts: Rigby & Kingston and Caldwell & Caldwell

21

#82 Family Law Protection of Trusts: Woodcock & Woodcock (No 2)