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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

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

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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

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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.

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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.

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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

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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

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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

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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

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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.

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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

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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.

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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.

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43:28

#57 How to Spot a Strong Testamentary Trust Precedent

The Art of Estate Planning Podcast ·

2025/10/13

When was the last time you audited your testamentary trust precedent?In this episode, I step through the ultimate checklist of what every testamentary trust precedent should include, so you can audit your existing precedent to see if it’s outdated or incomplete, or evaluate any new precedents you’re considering investing in. Whether you’ve been relying on the same precedent for years, or you’re shopping around for a new set, this episode will help you make confident, informed decisions

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46:32

#56 Special Disability Trusts

The Art of Estate Planning Podcast ·

2025/10/06

In this special episode we'll hear from our guest speaker and financial adviser, William Johns, about:How to invest in a Special Disability Trust Timing considerations (during lifetime or in the will) Capital Gains Tax implications Impact on pensions and other benefits

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31:20

#55 Can a trustee change the appointor?

The Art of Estate Planning Podcast ·

2025/09/29

In this episode I discuss the recent Queensland Court of Appeal case Staley v Hill Family Holdings Pty Ltd [2025] QCA 95, which considered the question of whether the trustee can vary a trust deed to change the appointor role, or if the variation is void because it undermines the supremacy of the appointor role and destroys the substratum of the trust. This is a must-listen for any lawyer who prepares deeds of variation or trust succession documents for discretionary trusts and testamentary

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48:07

#54 From Lawyer to Leveraged: Tips for turning your...

The Art of Estate Planning Podcast ·

2025/09/22

From precedent packs to online courses, there are huge opportunities for professionals to package their expertise into scalable products.In this episode, I share my tips for working out whether a digital product business is right for you. Drawing on my 6 years of experience building two digital products businesses for professional services, I cover the mindset, skills, and realities you’ll want to consider before diving in. If you’ve been toying with the idea of packaging up your expertise

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45:38

#53 Challenge Accepted: Will Disputes 101

The Art of Estate Planning Podcast ·

2025/09/15

In this special episode, our guest speaker Timothy Morton breaks down the fundamental principles a will can be challenged. He’ll step us through the main ways a will can be attacked and some of the key cases in this area.You can watch Timothy's full presentation onyoutube. The cases discussed in this episode include: Hatsatouris v Hatsatouris [2001] NSWCA 408 Estate of Masters; Hill v Plummer; Plummer v Hill (1994) 33 NSWLR 446 Yazbek v Yazbek [2012] NSWSC 594 Estate Angius [2013] NSWSC

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40:48

#52 Rethinking the Estate Planning Meeting

The Art of Estate Planning Podcast ·

2025/09/08

Meeting with clients to discuss their estate planning is core to our business, but how much time have you devoted to optimising your meeting strategy?If you’re guilty of doing the same old thing that you’ve done for years (or that your mentor taught you), you wouldn’t be alone.But if there’s anything that needs a fresh approach - it’s a meeting talking about dying and losing capacity, right?! In this podcast episode I explore how we can re-engineer estate planning meetings to maximise

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26:35

#51 Bypassing & Breaking Up with a TDT

The Art of Estate Planning Podcast ·

2025/09/01

Your clients have heard you sing the praises of testamentary trusts — tax free income for minors, family law and bankruptcy protection. They’re sold. But what if we need to get the assets out? In this episode, we tackle the question head-on, covering the practical steps to withdrawing capital from a TDT when the need arises, and what to do if the TT becomes unnecessary at the client's death.

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30:09

#50 Life Insurance: The Unsung Hero of Estate Planning

The Art of Estate Planning Podcast ·

2025/08/25

Life insurance might not get a lot of airtime in estate planning education … but when used well, it can completely transform the outcome for your clients and their families.In this episode, I’m sharing why I love life insurance as part of an estate planning strategy. We cover: How life insurance can be used to solve unequal gift dilemmas Why it’s a powerful tool for blended families The benefits of providing liquidity when it matters most

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