The Estate Planners Podcast

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Asset Protection Trusts This topic is perhaps one of the most controversial for estate planners, and there are a wide variety of opinions about their use in the profession. This episode looks at some of their uses, their mis-uses and the ways that we might improve our communication of them to our clients. #antonybrinkman #podcasthost #theestateplannerpodcast #assetprotectiontrust

Predators and Creditors Scams, cons and fraud victims are far more prevalent than most people realise. In this episode we take a look at some examples and see how estate planning can help to prevent vulnerable people from the distress and financial losses that result. #antonybrinkman #podcasthost #theestateplannerpodcast #predatorsandcreditors

Yule v South Lanarkshire Council 1999 This is a case often referred to on the subject of deliberate deprivation of assets. It is worth understanding to appreciate the rationale of the courts when coming to the decision that they made in favour of the Local Authority. #antonybrinkman #podcasthost #theestateplannerpodcast #yulevsouthlanarkshirecouncil1999

The Most Important Episode Yes, that is a bold claim! This episode contains the key to understanding this and any other subject, and shows how you can improve your professional competence and certainty in your knowledge. #antonybrinkman #podcasthost #theestateplannerpodcast #themostimportantepisode

Handling False Data An element of our role as estate planners is to educate our clients on the various products and services we offer that can help to solve thier problems. We will sometimes run into a difficulty in that education that is difficult to detect and handle - false data. This episode looks at how we can identify and then handle our client's false data. #antonybrinkman #podcasthost #theestateplannerpodcast #handlingfalsedata

Something a Little Different.... I was recently invited on to the Today's Wills and Probate podcast to talk about regulation and the Competition and Markets Authority consultation. This episode is a reproduction of that interview in full. #antonybrinkman #podcasthost #theestateplannerpodcast #somethingalittledifferent

What You Didn't Know About Freehold and Leasehold Tenures Land and property ownership in the UK will be either held under a Freehold or a Leasehold tenure. What exactly does this mean, and what effect does this have on estate planning? This episode answers these two questions and uncovers one common error that unwary estate planners can fall foul of. #antonybrinkman #podcasthost #theestateplannerpodcast #whatyoudidntknowaboutfreeholdandleaseholdtenures

Death Bed Wills Perhaps the most difficult of appointments are those with a person at the very end of their life. In addition to the upsetting nature of the situation, there are the added complexities of establishing testamentary capacity, knowledge and approval of the contents of the will and a lack of any undue influence. This episodes addresses these issues and provides some guidance on several points that can assist practitioners with their task. #antonybrinkman #podcasthost #theestateplannerpodcast #deathbedwills

Proprietary Estoppel In this episode, we take a look at the principle of Proprietary Estoppel and how it affects estate planning. We examine the key cases that have built the framework and the three elements of assurance, reliance and detriment. #antonybrinkman #podcasthost #theestateplannerpodcast #proprietaryestoppel