x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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.

education courses

All Episodes

45:27

#77 Granny Flats and Co-Living

The Art of Estate Planning Podcast ·

2026/03/30

In this episode I'm joined by special guest, Nathan Fradley FChFP, as he takes us through the ins and outs of Granny Flat Arrangements including:What they are How they are treated for Centrelink and by the ATO How to discuss them with your clients Why it's best to have a broader co-living discussion, over focusing just on "Granny Flats"; and most importantly What the broader implications might be across Aged Care and of course Estate Planning

en

46:09

#76 Anti-money laundering rules for estate planning...

The Art of Estate Planning Podcast ·

2026/03/23

If you’re an estate planning law firm owner wondering what on earth they need to do to comply with the expanded AML/CTF Rules… then this episode is for you!Join our special guest Tracey Knight from Easy AML, for a practical, plain-English walkthrough of how the expanded AML/CTF regime applies to common estate planning activities with clear examples, compliance timelines, and guidance on what professionals need to do to be ready. If you’re not ready for the AML rules – this episode is a

en

35:41

#75 Family Law Protection of Trusts: Kennon v Spry

The Art of Estate Planning Podcast ·

2026/03/16

For many clients, discretionary trusts are about one thing: protection. And when relationships break down, the question becomes: how protected are those assets, really?In this this first episode in our new series on discretionary trusts and family law, I unpack the landmark High Court decision of Kennon v Spry. It’s the authority cited in virtually every major family law decision involving discretionary trusts since 2008. This episode lays the groundwork for everything that follows in the

en

56:32

#74 How I Make Part-Time Work… Actually Work

The Art of Estate Planning Podcast ·

2026/03/09

Confession: I used to be a full-blown workaholic lawyer.Fourteen-hour days. Every meal at my desk. “Busy” as a personality trait. Now? I run a million-dollar sole director firm working around 20–25 hours a week... with two kids, a chronic illness, and actual hobbies (yes, plural!). So what changed? In this episode, I’m sharing how I’ve designed my business to support my life, not swallow it whole. We talk leverage over hustle, batching your year before it runs you, the 12 Week Year

en

27:10

#73 Inherited & outdated? It's time to audit your...

The Art of Estate Planning Podcast ·

2026/03/02

Most lawyers have a “basic will precedent” that’s been handed down through multiple jobs, multiple law reform changes, and at least one clause no one wants to touch.And yet… it’s still in use. In this episode, I talk through why your basic will precedent deserves a proper audit — and how quietly relying on an outdated template can create risk, inefficiency, and poor client outcomes. To make this practical, I’ve created a free Basic Will Precedent Audit Checklist you can use to review your

en

54:23

#72 Funding the Gap: A New Way to Support Executors...

The Art of Estate Planning Podcast ·

2026/02/23

It’s not often that something genuinely new lands in the estate planning space, which is why I was so curious when I discovered that JustFund has launched a funding solution designed specifically for estate matters.In this episode, I’m joined by Leigh McBean, to explore why Just Fund's new service is worth considering in your estate administration toolkit. We talk through the real-world problems this funding solution is designed to address, how the model works in practice, and the

en

29:46

#71 No TT in the will: Can we fix it after death?

The Art of Estate Planning Podcast ·

2026/02/16

It’s one of the hardest moments in estate planning practice.A person has died, and as you review the will, it’s immediately obvious that the family would have hugely benefited from a testamentary trust. Asset protection. Tax planning. Flexibility for kids. All of it… missing. So the question becomes: Can we fix this after death? In this episode, I explore what happens when a testamentary trust wasn’t included in the will, and whether a so-called post-death testamentary trust can step in as

en

33:50

#70 The Quiet Power of a Letter of Wishes

The Art of Estate Planning Podcast ·

2026/02/09

Letters of wishes often get treated as an optional extra — nice to have, but not essential. In reality, they can play a powerful role in how an estate plan is understood, implemented, and experienced by a family.In this episode, I unpack the role of the letter of wishes and why it deserves more attention in modern estate planning. Because while a letter of wishes isn’t legally binding, it can be the document that provides clarity, context, and comfort when it’s needed most. If you’ve ever

en

33:37

#69 How many TTs?

The Art of Estate Planning Podcast ·

2026/02/02

In this episode, I unpack the considerations that sit behind this decision, including:The pros and cons of a TT per beneficiary versus a shared structure When separate TTs for minors make sense — and when they add unnecessary complexity The factors that influence the right approach How to guide clients through this decision without overwhelming them Because while multiple trusts can offer flexibility and autonomy, more isn’t always better. The “right” answer depends on the family

en

25:05

#68 Is a Free First Meeting Costing You More Than You...

The Art of Estate Planning Podcast ·

2026/01/26

Do you offer a free first meeting?It’s one of the most common questions estate planning lawyers are asked. In this episode, I unpack the pros and cons of offering a free initial client meeting. What works brilliantly for one firm can quietly undermine profitability, boundaries, and client expectations in another. We’ll explore: When a free meeting can be a smart strategic choice — and when it isn’t Alternatives to the “free consult” model that still convert well How to align your approach

en

50:00

#67 My Why

The Art of Estate Planning Podcast ·

2026/01/20

This episode is a little more personal than usual. Behind the precedents, podcast, courses, and community, there’s a very clear "why" that drives everything I do — and in this episode, I’m sharing it with you. It’s the story behind the work and the reason The Art of Estate Planning exists.

en

24:22

#66 Common TT Myths

The Art of Estate Planning Podcast ·

2025/12/15

I’m setting the record straight by busting some of the most common myths about testamentary trusts that still float around both the public and the profession. By the end of this episode, you’ll have clear, confident talking points to help clients see testamentary trusts for what they really are: a practical, accessible way to protect and empower their families.

en

46:54

#65 Using AI safely and effectively in your legal...

The Art of Estate Planning Podcast ·

2025/12/08

The buzz around Generative AI is hardly going away, and in a world where we are all over worked and time poor, it could be the solution to working faster and better.But should lawyers use Generative AI in a really useful way, right now, even where there are doubts and concerns? Our guest for this episode, Jennie Pakula, thinks the answer is Yes! As long as we're smart, careful and mindful of our ethical obligations. In this episode, Jennie will be sharing some ways of implementing an AI

en

36:20

#64 What is a Super Proceeds Trust?

The Art of Estate Planning Podcast ·

2025/12/01

Superannuation and estate planning is a complex enough topic - but when you throw testamentary trusts into the mix, things can get confusing fast!In this episode, I cut through the confusion and explain what a Super Proceeds Trust actually is, how it works, and when to use one to help your clients have their cake and eat it too. We’ll cover: The fundamentals of a Super Proceeds Trust How Super Proceeds Trust fit into your estate plan strategies Why it's such an important tool for managing

en

26:54

#63 When a TT is OTT

The Art of Estate Planning Podcast ·

2025/11/24

You’ve heard me sing the praises of testamentary trusts. They’re a powerful protection vehicle that offer once in a life-time tax benefits.But sometimes? They’re just plain over the top. In this episode, I’m flipping the usual script and talking about when a testamentary trust might not deliver on its promise. While testamentary trusts are one of my favourite tools, great estate planning isn’t about adding more for the sake of it; it's about truly understanding the benefits we can deliver

en

36:08

#62 Why Your Personal EPOA Won’t Protect Your Firm

The Art of Estate Planning Podcast ·

2025/11/17

Getting excited about your well-earned Christmas break?There's just one more thing I need you to add to your end of year checklist... the final piece of the puzzle that every law firm owner needs to have sorted - especially if you’re the sole director of an incorporated legal practice (ILP). Because here’s the catch: Your personal enduring power of attorney doesn’t cover your law firm. And your law society or institute can’t step in without proper authority. In this episode, I explain

en

28:11

#61 Estate planning for couples: When should a...

The Art of Estate Planning Podcast ·

2025/11/10

When preparing wills for couples, one of the trickiest questions to navigate is when the testamentary trust should actually begin. Should it start after the first death, or wait until both spouses have passed?In this episode, I unpack the considerations behind this decision, because while there’s no one-size-fits-all answer, getting the timing right can make a big difference to the tax outcomes and asset protection for families.

en

36:16

#60 Minors Trusts vs TDTs: The Costs of Choosing the...

The Art of Estate Planning Podcast ·

2025/11/03

Many Australians (and even some professionals) assume a minor’s trust will do the job when it comes to looking after young beneficiaries. It sounds simple, it feels safe — but in reality, it’s often a missed opportunity.In this episode, I unpack why settling for a minor’s trust can mean your clients (and their families) lose out on major tax, control, and protection benefits that a testamentary discretionary trust could have delivered. If your clients are still opting for the “basic” will

en

37:41

#59 What is a trust?

The Art of Estate Planning Podcast ·

2025/10/27

Sometimes we’re so busy diving into the technical weeds of estate planning that we forget to zoom out and make sure the basics are crystal clear.So in this episode, we’re going back to square one: What exactly is a trust? I cover Trusts 101: no jargon, no eye rolls, just the core principles every estate planning lawyer (and their clients) needs to understand.

en

27:44

#58 Why I stopped sending will summaries

The Art of Estate Planning Podcast ·

2025/10/20

When you send clients their draft testamentary trust wills, do you include a written will summary?Many lawyers do, but here’s the problem: clients don’t need more dense documents to wade through. In this episode, I make the case for ditching the traditional written summary and rethinking how we empower clients to understand their wills. Because the goal isn’t more paper. The goal is confidence, clarity, and clients who genuinely understand the estate plan you’ve crafted for them.

en

77 results

Similar Podcasts

Science Talk

Albert Einstein College of Medicine

五分钟心理学

柠檬心理

Daily Facts

Amalia Dupray and Montgomery Jones.

Les dents et dodo

BFMTV

Veterinary Clinical Podcasts

The Royal Veterinary College