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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
Trusts
TT Precedents Club
Special Disability Trusts
Education
Bare Trust
Discretionary Trusts
Life Insurance
Superannuation
Kennan and Spry
Woodcock & Woodcock
TT Precedence Club
Tax
The Art Of Estate Planning

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.

PublishesWeeklyEpisodes89Founded2 years ago
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Artwork for The Art of Estate Planning Podcast

Latest Episodes

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 story altogether.

In this epis... more

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 ‘Legal Issues for People Living wi... more

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 trial decision attracted signif... more

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.”

Unfortunately, it’s not that sim... more

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Recent Guests

Nola Ries
Professor of Law, co-founder of the Dementia Law Network, researcher on Dementia Capability for the Legal Profession
University of Technology Sydney (UTS)
Episode: #88 Dementia capability for the legal profession
Nathan Fradley
Independent financial advisor
Independent financial advisor
Episode: #77 Granny Flats and Co-Living
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

Host

Tara Lucke
Host of The Art of Estate Planning Podcast

Reviews

4.9 out of 5 stars from 28 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

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Thoughtful, professional discussions that feel like a real uplift for professionals in the field.
Clear, actionable insights for estate planning lawyers.
Listener-friendly, witty hosts with valuable case-focused content.
Great host dynamic; informative and practical for practitioners.

Talking Points

Recent interactions between the hosts and their guests.

#88 Dementia capability for the legal profession
Q: What tips do you have when a support person is present in estate planning meetings and there is a risk of undue influence?
Focus on the individual client, use private consultations to confirm the client's own wishes, document the support person's role, and refer to established guidelines for assessing capacity and preventing abuse to ensure instructions come from the client themselves.
#77 Granny Flats and Co-Living
Q: Why is it important to involve a financial advisor early in the process?
Early involvement helps align the estate plan with the financial strategy, avoids mismatches between the parties' expectations, and prevents costly mistakes later.
#77 Granny Flats and Co-Living
Q: What are the four main aspects to consider in granny flat arrangements?
The four main aspects are Centrelink, the ATO, the legalities, and the lived reality of how the arrangement works for the family.
#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.

Audience Metrics

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Frequently Asked Questions About The Art of Estate Planning Podcast

What is The Art of Estate Planning Podcast about and what kind of topics does it cover?

A practical, practitioner-focused show that dives into estate planning, with a strong emphasis on trusts, testamentary structures, and how family-law considerations shape asset protection and distributions. Episodes frequently connect case law to real-world planning, exploring discretionary and testamentary trusts, how control and origins of assets influence property outcomes, and practical drafting guidance for lawyers. A notable pattern is the integration of educational sponsors and courses (especially around testamentary trusts), plus interviews or insights from guests who illuminate regulatory, compliance, and client-education angles. The format is highly actionable, blending case summaries, step-by-step takeaways, and resources for pra... more

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These podcasts share a similar audience with The Art of Estate Planning Podcast:

1. Retire Right
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How many episodes of The Art of Estate Planning Podcast are there?

The Art of Estate Planning Podcast launched 2 years ago and published 89 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. Nola Ries
2. Nathan Fradley
3. Leigh McBean
4. Jennie Pakula
5. Fiona Henderson
6. William Johns
7. Timothy Morton
8. Lydia Vicker

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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