Tuesday, July 31, 2018

#itsthevibe and other #estateplanningwarstories

View blog #itsthevibe and other #estateplanningwarstories by Matthew Burgess

Arguably one of the most quoted scenes from the famous documentary ‘The Castle’ (at least lawyers generally see it as a documentary …) is when lawyer Dennis Denuto closes his court room appearance with the claim that ‘it’s the constitution, it’s Mabo, it’s justice, it’s law and it’s the vibe and ehhh – no that’s it – it’s the vibe'.

While the scene has undoubtedly inspired many lawyers in a variety of situations, our experience is that in an array of estate planning situations, the ‘vibe’ is a fundamental principle.

Indeed, the concept of ‘the vibe’ has been given its own chapter in a recently released estate planning book by View.

One of key goals at View is ensuring that we have ‘written the book’ for every aspect of the law we specialise in.

Following the successful launch of books in estate planning, tax, trusts, entity structuring, testamentary trusts, SMSFs, asset protection and business succession, we have now developed and launched another book – ‘Estate Planning War Stories’.

Story telling is often seen as the cornerstone of explaining any principle. Certainly we have seen in the estate planning area that there are few approaches as impactful as learning based on ‘war stories’.

The book collects court decisions and client based scenarios that explain 10 key estate planning principles.

The 10 key principles are –

1. Don’t become a war story

2. It’s the ‘vibe’

3. Let’s kill all the lawyers

4. Estate planning is more than a will

5. Don’t get stuck in the middle

6. Murphy’s Law

7. Iterate & update

8. Just do it

9. No estate plan, means you have an estate plan

10. It depends

All of the View books (over 20 at last count) can be accessed via our website.

Anyone who likes or shares this post will go into the draw to win a free copy of this book.