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Hosted by Tara Lucke · 🇺🇸 US · EN · 97 episodes
Established thought leaders with verified media credentials.
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.
Tara Lucke hosts The Art of Estate Planning Podcast, a education show with 97 episodes published.
Elder abuse remains one of the most pressing issues in succession and protective law. This webinar examines how abuse manifests, how it can be detected, and the remedies available to safeguard vulnerable individuals. Our
Marketing can feel like a dirty word for lawyers. But if you're running a law firm (or hoping to one day), it's one skill you can't afford to ignore. In this episode, I share exactly how I'd market an estate planning law
When a client has significant wealth, it's tempting to think they simply need a more expensive version of your standard estate plan. In reality, high net worth estate planning often requires a completely different mindse
Australia is in the middle of a once-in-a-generation wealth transfer. But when we prepare wills, how often do we help clients think beyond the default option of leaving everything to family? At the end of the episode, I’
You invested in new testamentary trust precedents. You skimmed the welcome email. And then... life happened. If your testamentary trust precedents are still sitting in your inbox (or you've forgotten where you saved them
You left your old firm for more freedom and control. Not to become the most overworked employee in your own business! In this episode, I'm joined by Caralee Fontenele from Scalable Law to talk about the trap so many law
Most lawyers join a membership for the resources. The precedents. The training. The technical updates. But after spending time with our members at Law Biz Con, I was reminded that the real value often comes from somethin
Back in Episode 76, we introduced the new anti-money laundering regime and what it means for estate planning lawyers. Now it's time to get practical. In this episode, I'm joined by Jessica Smith from Grant Thornton to di
After four weeks of uncertainty, the Federal Government has announced that testamentary discretionary trusts will be exempt from the proposed 30% minimum tax on discretionary trust income. In this special update episode,
As estate planning lawyers, we spend our days helping clients navigate two of life's biggest taboos: death and money. But while most of us become comfortable talking about death, talking about money can be a different st
In this episode, Professor Nola Ries from the University of Technology Sydney discusses her groundbreaking research project for developing a set of attributes of a ‘dementia capable’ lawyer, together with the report ‘Leg
In this special update to our series on the family law protection of discretionary trusts and testamentary trusts, I revisit the Caldwell & Caldwell decision following the successful appeal. Back in 2025, the original tr
Fixed testamentary trusts are expected to be exempt from the proposed new 30% trust tax. So naturally, some people are saying: “Easy — let’s just swap testamentary discretionary trusts for fixed testamentary trusts.” Unf
We're breaking all the rules to release an extra special podcast episode on The impact of the federal budget on testamentary discretionary trusts. Our TT Precedents Club members got this last week but now you can hear my
In this final episode of our series on the family law protection of discretionary trusts and testamentary trusts, I tie everything together. We’ve worked through the key cases. Now it’s time to connect the dots. In this
Continuing our series on discretionary trusts and family law, in this fifth instalment, I cover the decisions of Rigby & Kingston (No. 4) and Caldwell & Caldwell. These cases look specifically at the family court's treat
Continuing our series on discretionary trusts and family law, I cover the decisions of Woodcock & Woodcock (No 2) and Aarons & Aarons. Woodcock & Woodcock has the potential to shake up the asset protection of discretiona
Continuing our series on discretionary trusts and family law, in this fourth episode, I cover the decisions of Barrett & Winnie, Frederic & Brisset, and Mansfield & Mansfield. These cases look specifically at the family
In this third instalment of our series on discretionary trusts and family law, I discuss the decisions of Bernard & Bernard, Coley v Danae, and Dovgan & Dovgan These cases look at how testamentary trusts will be treated
In this second episode of our series on discretionary trusts and family law, I explore the decisions of Pittman & Pittman, Morton & Morton and Harris & Harris. If Kennon v Spry set the framework, these cases demonstrate
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The Art of Estate Planning Podcast is hosted by Tara Lucke. The show is categorised under education (business) and has published 97 episodes.
The Art of Estate Planning Podcast has published 97 episodes.
The Art of Estate Planning Podcast regularly covers education, business, courses. It sits in the education category, with a business focus.
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Episodes of The Art of Estate Planning Podcast average 40 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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