I was interviewed by Nathan Barker from Connectworks.  We talked about the intersection of law, accounting and trusts.

The accounting and law professions have always had to work closely together – relying on each other for various aspects of certain transactions and relationships.

Despite that, they have always been seen as very ‘separate’.

There are obvious reasons for this, both avenues require very different types of training, and the ‘day job’ ultimately isn’t reliant on the other – but there are times when the two fields intersect, and it’s in those moments where there could be lots of opportunities for both professions to learn.

I recently had the opportunity to sit down with author and business owner Janet Xuccoa who has spent a large part of her career working at the intersection of law, accounting, and trust services. Janet is a 3-time author (soon to be 4) on trusts and financial literacy, an advisor on trusts and leads Black + White Trust Services.  To provide deeper insight into this unique fusion of disciplines, I chatted to Janet about how she ended up here, and what tips she might have for other professionals working in this space.

These are the topics we discuss:

You can read the full article here as well as the audio.

All the best

Janet