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Wine and Wisdom: Unpacking life's avoided conversations, over a Glass

Wine and Wisdom: Unpacking life's avoided conversations, over a Glass

著者: Little Estate Lawyers
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Some of life's most important conversations are the ones we put off. Wine & Wisdom is a relaxed chat between experienced Wills and Estates Lawyer Danielle Little and a rotating cast of trusted experts: Family Lawyers, Financial Planners, Counsellors and more. Together they unpack the topics most of us avoid. Wills, succession planning, separation, family legacy, personal and business risk management. Honest, approachable, always over a glass. Pour one and pull up a chair. Acknowledged in Doyle's Guide, and Australia's Best Lawyers list, Danielle is based in Brisbane, Queensland.Little Estate Lawyers 個人的成功 自己啓発
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  • Wine & Wisdom - Episode 4 - Danielle talks to renowned Family Lawyer Rebecca Parry from Parry Coates Family Law
    2026/06/30

    What happens to your estate if you separate from your spouse - but pass away before the divorce is finalised?

    In this episode of Wine & Wisdom, Wills and Estates lawyer Danielle Little is joined by Rebecca Parry, Director and Principal Lawyer at Parry Coats Family Law, to unpack the often-overlooked intersection of family law and estate planning.

    With 27 years of family law practice behind her, Rebecca walks through what actually happens when someone dies mid-proceedings - and the much trickier scenario where a couple has separated but court proceedings haven't yet commenced.

    The unsettling reality? Without the right planning, an estranged spouse may still inherit, regardless of the deceased's wishes.

    Rebecca and Danielle discuss:

    • The legal position when a party dies during active family law proceedings
    • The risks for separated couples who haven't yet started proceedings
    • How Financial Agreements (entered into before or during a relationship) can protect both parties
    • Why coordinating your estate plan with your Financial Agreement matters
    • Having these awkward conversations while the relationship is in a good place
    • Why protecting children makes early planning even more important

    An honest, practical conversation about the conversations we'd rather not have - but really should.

    All episodes are general information only and not legal advice. For advice on your specific circumstances, please consult a qualified family law or estate planning practitioner.


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    9 分
  • Wine & Wisdom - Episode 3 - Danielle talks to Self Managed Superannuation Fund expert David Taylor from Morgans in Edward Street
    2026/06/09

    Are you sure your self-managed super fund is actually compliant?

    In this episode of Wine & Wisdom, Wills and Estates lawyer Danielle Little is joined by David Taylor, Private Client Advisor at Morgans Edward Street, to unpack one of the most under-appreciated risks in personal financial planning: SMSF compliance.

    With over a decade at Morgans and SMSFs as a core focus of his practice, David shares a recent case where he took over a self-managed super fund originally established by an accountant - only to find a binding death benefit nomination that had lapsed nearly four years earlier, and no documented investment strategy at all.

    Both fundamental compliance issues - and both are frighteningly common.

    David and Danielle discuss:

    • Why so many "DIY" self-managed super funds fall short of compliance requirements
    • The estate planning implications of lapsed binding death benefit nominations
    • What ATO non-compliance can actually cost you
    • Why ongoing professional advice for SMSFs is closer to a regular health check than a one-off setup

    An honest, practical conversation for anyone with an SMSF - or thinking about setting one up.

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    15 分
  • Wine & Wisdom - Episode 2 - Danielle talks to Chris Herrald and Chelsea Baker regarding the 2026 Federal Budget - and changes to Discretionary Testamentary Trusts
    2026/05/19

    A special impromptu episode of Wine & Wisdom, recorded on a hotel couch after a recent law conference.

    Wills and Estates lawyer Danielle Little is joined by Chris Herrald (Director, Extension Legal) and Chelsea Baker (Director, Baker Hastings Lawyers) - both also founders of The Succession Studio - to unpack the early implications of the 2026 Federal Budget for discretionary trusts and testamentary trusts.

    Clients are already calling with questions:

    * Should estate plans currently in progress continue?

    * Will testamentary discretionary trusts be caught up in the changes?

    * What do we actually know at this stage?

    In a candid, practitioner-to-practitioner conversation, the three discuss:

    • Why it's genuinely early days - no draft legislation has been released
    • The likely industry advocacy around testamentary trusts and family protection
    • Why testamentary discretionary trusts remain a powerful estate planning tool regardless of tax treatment - particularly for protecting minors, business-owning beneficiaries, vulnerable family members, and beneficiaries facing relationship or spendthrift risks
    • What estate planning clients should do in the meantime

    An honest, considered conversation between three succession law practitioners trying to make sense of a moving picture - in real time, over a glass.

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    6 分
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