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Artwork for The Art of Estate Planning Podcast

The Art of Estate Planning Podcast

Tara Lucke
Estate Planning
Testamentary Trusts
Australia
Testamentary Trust
Wills
Letter Of Wishes
Asset Protection
TT Precedents Club
Special Disability Trusts
Education
Bare Trust
Life Insurance
Superannuation
Tax
The Art Of Estate Planning
Post-Death Testamentary Trust
Trust
Artificial Intelligence
Ethics In Law
Corporations Act

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.

PublishesWeeklyEpisodes83Founded2 years ago
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Artwork for The Art of Estate Planning Podcast

Latest Episodes

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 treatment of family trusts and TTs... more

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 discretionary trusts, expanding the mean... more

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 court's treatment of discreti... more

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 by the family courts, the eff... more

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Recent Guests

Leigh McBean
Former swimming representative for Australia, former family lawyer, now finance professional
Just Fund
Episode: #72 Funding the Gap: A New Way to Support Executors and Beneficiaries
Jennie Pakula
Regulatory compliance and ethics expert for lawyers
Former Manager of Innovation and Consumer Engagement, Victorian Legal Services Board and Commissioner
Episode: #65 Using AI safely and effectively in your legal practice
Fiona Henderson
Founder and Principal of Argyle Law
Argyle Law
Episode: #59 What is a trust?
William Johns
Financial advisor with Health and Finance Integrated
Health and Finance Integrated
Episode: #56 Special Disability Trusts
Timothy Morton
Partner at Glass Goodwin
Glass Goodwin
Episode: #53 Challenge Accepted: Will Disputes 101
Lydia Vicker
Estate planning lawyer featured in an ad segment
Vicker Law
Episode: #49 Skipping the Kids: What Happens When Clients Want to Leave It All to the Grandkids
Denise Cheng
General Manager of Philanthropy and Community Trustee Services
Equity Trustees
Episode: #48 Charitable Giving Structures in Estate Planning
Fleur Craig
estate planning lawyer
Alma Craig Legal
Episode: #47 Are you socials ready for the next Testamentary Trust trend?
Verushka Benkendorf
Estate planning lawyer at Maxwell and Lancaster Solicitors
Maxwell and Lancaster Solicitors
Episode: #45 Tax-Free Income for Minors? Here’s How Testamentary Trusts Work

Reviews

4.9 out of 5 stars from 27 ratings
  • Go Team TT

    This podcast is the icing on the cake for the TT Precedents Club! In 30min they deliver accessible directly applicable information for estate planning lawyers.

    Everything Tara & Cara produce from precedents, to hot seats, FB group, training & more I feel so supported being on Team TT.

    Apple Podcasts
    5
    Georgia Yanner
    Australia2 years ago
  • Essential listening for estate planners

    Nothing but 5 stars - super informative and wonderful hosts!

    Apple Podcasts
    5
    yoginibex
    Australia2 years ago
  • The art of great podcasts

    The hosts are fun, funny and thoughtful - perfect recipe for a great podcast.

    Love it so far, looking forward to the next episode. I’ll be listening for sure.

    Apple Podcasts
    5
    9166lk
    Australia2 years ago
  • A pep talk for professionals

    I love Tara and Carrie’s approach to estate planning. This was a thought provoking discussion that felt like a pep talk to all professionals in this area to keep caring, because getting these plans right on paper and in real life, really matters. As Tara says, when the time comes these documents will have a lot of heavy lifting to do!

    Apple Podcasts
    5
    Lucy Percy
    Australia2 years ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#204
Australia/Education

Talking Points

Recent interactions between the hosts and their guests.

#36 Behind the scenes of our latest precedent update release
Q: What is the TT Precedence Club and how does it work?
It is a membership for Australian lawyers that includes weekly hot-seat calls, workshops, access to a private Facebook group, discounts on precedents, and ongoing updates to the templates; members can participate and receive updates as they become available.
#42 From Litigation to Legacies: Lidia Vicca’s Big Career Pivot
Q: How do you leverage a podcast in your marketing and client journey?
She explains using Marketing Monday episodes, transcription into articles, and social-media repurposing to educate clients and generate inbound inquiries, which has grown her authority and client base.
#42 From Litigation to Legacies: Lidia Vicca’s Big Career Pivot
Q: How did you find your way to estate planning?
Lidia describes a traditional litigation path, a shift after starting a family in 2020, and a deliberate move to build a full-service estate planning practice that integrates litigation experience.
#30 Love, legacy and a little bit of chaos: Blended families in Estate Planning
Q: Angie asks about divesting assets and potential bankruptcy implications; how should that be approached in blended families?
Approach with clarity on who pays for what, consider future implications for bankruptcy, and ensure that transfers to children are structured in a way that does not jeopardize ongoing maintenance or trigger unintended tax events.
#30 Love, legacy and a little bit of chaos: Blended families in Estate Planning
Q: Sally Anne: In Queensland, stepchildren aren't usually included in family provision claims, but are they eligible to make an FPA claim?
Yes, stepchildren can be eligible to make a family provision claim, though eligibility and requirements vary by state, so some listeners noted differences like New South Wales having different rules.

Audience Metrics

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1. Retire Right
2. Australian Retirement Podcast
3. Prime Time with Bec Wilson
4. Friends With Money
5. Australian Finance Podcast

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The Art of Estate Planning Podcast launched 2 years ago and published 83 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Art of Estate Planning Podcast?

Recent guests on The Art of Estate Planning Podcast include:

1. Leigh McBean
2. Jennie Pakula
3. Fiona Henderson
4. William Johns
5. Timothy Morton
6. Lydia Vicker
7. Denise Cheng
8. Fleur Craig

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