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PODCAST

The Art of Estate Planning Podcast

We’re here to inform, inspire, and support you in your estate planning practice. Join your host, Tara Lucke, for a cup of tea and a chit-chat about all things estate planning.

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All Episodes

27:56

#46 Can't I just use my family trust? Why TTs are the...

The Art of Estate Planning Podcast ·

2025/07/28

It's a super common question when preparing an estate plan for a client who already has a family trust: "Can I just use my existing family trust? Why do I need a new testamentary trust"? It might sound like the simplest option, but is gifting an inheritance to an existing family trust really the smarted move? In this episode, we unpack the pros and cons of gifting to an existing family trust versus setting up a testamentary trust in the will. While both options might look similar at first

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38:37

#45 Tax-Free Income for Minors? Here’s How...

The Art of Estate Planning Podcast ·

2025/07/21

One of the most powerful (and intimidating) features of testamentary trusts? Their ability to stream tax-free income to minors thanks to the excepted trust income rules.If you start breaking out in a sweat the minute you have to start explaining HOW and WHY testamentary trusts offer such incredible tax free treatment for minors - this episode is for you! And here’s the good news: you don’t need to be a tax expert to understand (and learn how to explain) this incredible benefit of a

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20:22

#44 Patch Job or Pitfall? The Codicil Debate

The Art of Estate Planning Podcast ·

2025/07/14

Codicils seem like a tidy fix. A quick amendment. A low-cost update. But are codicils actually more trouble than they’re worth?In this episode, we dig into the real risks behind the humble codicil — and whether using them is ever a good idea in modern estate planning. We cover: Why codicils were traditionally used (and whether that rationale still stacks up) The practical and legal risks they create Scenarios where a codicil might be a strategic choice… and when you should absolutely

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34:24

#43 Are BDBNs overrated?

The Art of Estate Planning Podcast ·

2025/07/07

They're seen as a “must-have” in estate planning. But… are Binding Death Benefit Nominations (BDBNs) actually essential for every client?In this episode, we challenge the conventional wisdom around BDBNs — and ask whether we’ve all been giving them a little too much credit. We unpack: Situations where a BDBN makes sense — and where it might not Why more certainty doesn’t always equal a better outcome when it comes to super Less isn’t always lazy — sometimes it’s smart strategy. Want

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33:52

#42 From Litigation to Legacies: Lidia Vicca’s Big...

The Art of Estate Planning Podcast ·

2025/06/30

In this episode, Tara chats with Lidia Vicca, founder of Vicca Law, about her bold career shift from being a top-tier litigator to running her own boutique estate planning firm.After welcoming her first child, Lidia knew something had to change. The demanding hours, uncomfortable suits, the constant grind — it no longer aligned with the kind of life she wanted to build. So she did what many dream of (but few follow through on): she backed herself and built a firm from scratch, on her

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36:33

#41 Ticked the Box, Missed the Point: The BDBN Problem

The Art of Estate Planning Podcast ·

2025/06/23

Binding Death Benefit Nominations (BDBNs) — nearly every Australian super fund member has one, yet they remain one of the most misunderstood pieces of the estate planning puzzle.Its frightening how many clients have accidently DIY-ed their succession plan for one of their biggest assets without realising how complex (and powerful) these nominations really are. In this episode, we unpack: What a BDBN is and why it carries so much legal weight The difference between nominating a beneficiary

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35:58

#40 From Manolos to RMs: Bernadette Terry's Sea...

The Art of Estate Planning Podcast ·

2025/06/16

What happens when a top-tier tax lawyer trades Sydney harbour views for the quiet charm of regional WA? You get Bernadette Terry — founder of Great Southern Wills and an absolute gem in the estate planning space.In this episode, we chat with Bernadette about her bold move from big law to boutique life in the coastal town of Albany, WA. She shares the highs, the challenges, and how she’s carved out a fulfilling and profitable niche practice far from the city grind. If you’ve ever daydreamed

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36:40

#39 Securing the Digital Legacy: Crypto, Pre-Death...

The Art of Estate Planning Podcast ·

2025/06/09

Welcome to 2025, where crypto wallets, NFTs, and digital assets are an everyday part of the estate planning conversation — and a growing challenge for lawyers.In this podcast episode, crypto-consultant Jamie Reed will step us through best practice for: Crypto Basics for Lawyers: How to identify your clients’ digital holdings (even the ones they forget to mention) Pre-Death Planning: Best practices for storing critical information while maintaining airtight security The Aftermath: How to

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26:07

#38 Signs that it's time for a price rise

The Art of Estate Planning Podcast ·

2025/06/02

With the end of financial year around the corner, it’s the perfect time to review what’s working in your firm... and what’s quietly eating into your profits.So if your gut’s been whispering “should I be charging more?” — this episode is your cue to stop ignoring it. In this timely episode, we unpack: The key signs that it’s time for a price rise (yes, even if you're nervous) Why the EOFY is the ideal moment to recalibrate your fees How to be communicate a price rise with integrity and

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46:38

#37 Unlock hidden revenue in your law firm

The Art of Estate Planning Podcast ·

2025/05/26

This episode is for anyone who's curious about what it takes to stop dabbling and start getting serious about offering estate planning to your clients.Whether you've seen how good us estate planning lawyers have it and want some of that freedom & joy for yourself, or you think estate planning could be a perfect complement to your existing specialisation - this episode lifts the lid on why estate planning is a booming industry, why estate planning is a highly profitable and enjoyable

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34:45

#36 Behind the scenes of our latest precedent update...

The Art of Estate Planning Podcast ·

2025/05/19

Ever wondered what actually goes into keeping estate planning precedents sharp, shiny, and up-to-date?Spoiler alert: it's a lot more than a quick cut-and-paste job. In this episode, we're lifting the curtain on the latest update release for our precedents — sharing the behind-the-scenes chaos, decisions, late night edits, and why we’re so obsessed with making sure every clause earns its keep. If you’re a precedent nerd like us (nerds unite!) or just curious about how the sausage gets made,

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31:47

#35 Stop! Don't deal with family trust succession in...

The Art of Estate Planning Podcast ·

2025/05/12

It's tempting to just pop an extra clause into a client's will to cover off on the succession plan for their family trust - but this is far from the gold standard in discretionary trust succession.In this episode, I'll explain why that approach is ""so 90s"" and share my tips on how to implement a failproof succession plan for family trusts. If you want to dive into this topic in more detail, check out our detailed free training video "Succession Planning for Discretionary Trusts"

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41:15

#34 The toughest decision for clients with children -...

The Art of Estate Planning Podcast ·

2025/05/05

Naming guardians for minor children in a Will is, hands down, one of the most emotional (and often avoided) parts of estate planning. It’s heavy, it’s real, and it's the most important decision you'll ever make.As estate planning lawyers, we know this decision is too important to ignore. In this episode, I share my tips on how to support clients to make a thoughtful, values-based decision (instead of just defaulting to the nearest relative who seems okay-ish). We cover: Why clients

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31:02

#33 Our Go-To estate planning resources

The Art of Estate Planning Podcast ·

2025/04/28

Whether you're just starting out in estate planning or you're a seasoned succession lawyer, having the right tools at your fingertips can make all the difference to finding the answers fast and staying on top of law changes.In this episode, I’ve dug into my little black book of estate planning resources to bring you my carefully curated guide to the best podcasts, courses, precedents, and communities in the industry. Download our list here.

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36:38

#32 Tips for choosing the financial controllers in an...

The Art of Estate Planning Podcast ·

2025/04/21

Naming the right people to handle financial decisions in an estate plan isn’t just important - it’s everything. Executors, trustees, and financial attorneys wield serious power, and a poor choice can lead to delays, lost opportunities, and potentially years wasted in court. But for many clients, these roles are a complete mystery. So, how do you guide them toward a well-considered and balanced decision? Supporting your clients in choosing the right people for these roles is one of the most

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57:32

#31 More Executors, More Problems?

The Art of Estate Planning Podcast ·

2025/04/14

Many testators want to keep the peace and treat everyone fairly, so they suggest appointing all their kids as executors. Sounds smart, right?Well… perhaps not. While having more than one executor can provide accountability and share the heavy load, it can also lead to delays, disputes, and general chaos (cue dramatic courtroom music). So, when is appointing multiple executors a smart move, and when is it a ticking time bomb? In this episode, we break down: The advantages of having more

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43:50

#30 Love, legacy and a little bit of chaos: Blended...

The Art of Estate Planning Podcast ·

2025/04/07

Blended families bring unique challenges when it comes to estate planning. From balancing competing interests to ensuring no one gets left out (or left too much!), it can often feel like there’s no perfect solution. In this podcast, Kate Redman will take us through the key considerations and potential solutions when helping blended families craft a solid estate plan.

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45:45

#29 Should You Really Be Doing That Yourself?

The Art of Estate Planning Podcast ·

2025/03/31

Just because you can do something yourself doesn’t mean you should. As lawyers, we’re literally trained to be the go-to problem solvers — but trying to do everything (from legal work to bookkeeping) is a one-way ticket to burnout. So, how do you decide what to DIY and what to outsource in both your law firm and your personal life? In this episode, we’re unpacking the great DIY vs. delegate debate. If you’ve ever wondered whether you should be the one doing something—or if you’re just

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29:11

#28 How do I break into offering testamentary trusts?

The Art of Estate Planning Podcast ·

2025/03/24

You know testamentary trusts are a game-changer for your clients, but actually getting started with recommending and drafting them? That’s a whole different ball game. Maybe you’re worried you don’t know enough, don’t have the right precedents, or just don’t know how to explain them to your clients. We’ve got you! In this episode, we’re mapping out the exact resources available to support you to confidently add testamentary trusts to your estate planning services. And because we love a

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35:16

#27 The Long and the Short of It: How Long Should a...

The Art of Estate Planning Podcast ·

2025/03/17

When it comes to wills, size does matter — but maybe not in the way you think. Some lawyers swear by a short-and-sweet approach, while others draft wills that read like War and Peace. So, what’s the right length for a basic will? And how do you strike the perfect balance between brevity and bulletproof legal protection? Tune in now to find out where to draw the line (literally)! If you're ready to level up your estate planning precedents, you can check out the Art of Estate Planning

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