Navigating the Complexities of Estate Planning and Litigation

Attend 9 info packed sessions and walk away with a repertoire of estate planning and litigation tools. Explore complex estate litigation and derivative equitable claims, case management and perfect an important skill of crafting affidavits. Evaluate constructive trust claims, estoppel and mediation in estate disputes. Learn 4 key tools for estate planning success relating to blended families, statutory and mutual wills and testamentary trusts and be guided through interpreting company statements. 2311N09

Description

Attend and earn 7 CPD units including:
5.5 units in Substantive Law
1.5 units in Professional Skills

This program is based on NSW legislation

Session 1

Complexities in Estate Litigation: Your Comprehensive Guide

Chair: Michelle Painter SC, Ninth Floor Selborne Chambers; Recommended Wills & Estates Litigation Senior Counsel, Doyle’s Guide 2022

9.00am to 9.45am The Legal Basis for Derivative Equitable Claims for Recovery of Property on Behalf of an Estate: Complex Estate Litigation Made Even More Complex

In addition to validity of will issues being a major cause of estate litigation, practitioners must also be alive to potential equitable claims that may arise.

  • Review the most common derivative equitable claims arising in estate litigation including
    • unconscionable conduct (and where unjust contract claims fit in),
    • undue influence
    • inter vivos mental incapacity for the transaction
  • Investigate the legal basis of each of these claims
  • Examine the issues related to the practical conduct of these matters in court

Presented by Dr Hayley Bennett, Barrister, New Chambers; Recommended Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2022, and Alisa Green, Barrister, 13th Floor St James Hall Chambers; Rising Star, Wills, Estates & Succession Planning Law, Doyle’s Guide 2021

9.45am to 10.30am The New Succession and Probate List Judge: Review of Case Management post Hallen J’s Retirement

  • The Succession world post-Hallen J’s retirement
  • An overview of the new Practice Note SC EQ 7 and the Succession & Probate List
  • Discuss what is expected of parties and legal representatives
  • The lifecycle of a matter in the Succession & Probate List

Presented by Renee Bianchi, Barrister, 13th Floor St James Hall Chambers; Leading Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2022

10.30am to 10.45am Morning Tea

10.45am to 11.30am Crafting Affidavits and Instituting Proceedings in Matters of Family Provision and Probate

  • Explore processes for originating proceedings including assessments of the statutory framework, the rules and the effects of the New Practice note, and whether to go for a summons, statement of claim or a motion. Deepen your knowledge of the law and common types of pleadings in probate, such as challenges to a will, estoppel and trusts
  • Prepare flawless affidavits by exploring the Evidence Act, the impacts of the new practice note on affidavits, the nuances of functional evidence and lay evidence up to mediation, and best practice for identifying gaps after mediation – do you need an expert
  • Assembling your pleadings and evidence in succession – guarantee your A Team in making the case and assessing chronology & evidence maps

Presented by Matt Jones, Barrister, Jack Shand Chambers

Professional Skills
11.30am to 12.30pm Mediation of Estate Disputes

  • National Mediation Practice Standards (NMAS)
  • Mediation Advocacy in a contemporary context
  • Re-framing issues and needs
  • Techniques for managing difficult emotions
  • Practical matters and court rules

Presented by Deborah Robinson, Mediator, 7 Wentworth Selborne; Nationally Accredited Mediator; Best Lawyers 2024 in Alternative Dispute Resolution and Trusts and Estates

12.30pm to 1.15pm Constructive Trust Claims, Promissory Estoppel and Proprietary Estoppel & Intersection with Family Provision Claims

  • Explore the various elements of promissory and proprietary estoppel
  • Analyse the imposition of a constructive trust as a remedy
  • Practice points and tips on pleading equitable claims
  • Practical examples and a case update

Presented by John Armfield, Barrister and Mediator, Second Floor Wentworth Chambers; Preeminent Wills and Estates Litigation Junior Counsel, Doyle’s Guide 2022

Session 2

Modern Estate Planning: Challenges, Practice and Procedure

Chair: Paul Evans, Partner, Makinson d’Apice Lawyers; Accredited Specialist in Wills and Estates Law; Leading Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2022

2.00pm to 2.45pm Blended Family Estate Planning

  • The role of successful estate planning in minimising estate disputes within a blended family
  • Balancing the needs of the second partner against the children of the first relationship (and any children of the subsequent relationship)
  • Key considerations regarding eligible claimants
  • Navigating life estates
  • Explore superannuation considerations
  • Case study for discussion

Presented by Paul Evans, Partner, Makinson d’Apice Lawyers; Accredited Specialist in Wills and Estates Law; Leading Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2022

Professional Skills
2.45pm to 3.30pm Interpreting Financial Statements and Company Constitutions When Considering the Estate Plan

Explore best practice for interpreting financial statements and understanding company constitutions, to ensure clarity in the estate planning stages. Work your way through inter entity loans, director loans and other tools for success.
Presented by Stephen Lynch, Director Somerville Legal; Accredited Specialist in Wills & Estates; Recommended Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2022

3.30pm to 3.45pm Afternoon Tea

3.45pm to 4.30pm Investigating Statutory Wills, Independent Administrators and Mutual Wills

  • Assess considerations for a statutory will - when might a statutory will be appropriate? What are the foundational authorities? What are some procedural considerations and practical tips?
  • Navigate the appointment of independent administrators and consider situations where this arises in practice; explore considerations from the cases – Ritossa v Ritossa
  • Explore the use of mutual wills, their foundational authorities, escaping their obligations and how to use utility as a planning tool

Presented by Guy Moloney, Special Counsel, HWL Ebsworth; Recommended Wills and Estates Litigation Lawyer, Doyle’s Guide 2022

4.30pm to 4.45pm Use and Misuse of Testamentary Trusts in Estate Planning and Asset Protection

  • Benefits of using testamentary trusts
  • When to use testamentary trusts: rules of thumb
  • Optional vs mandatory trusts
  • Structuring/flexibility issues
  • Estate planning to maximise a testamentary trust

Presented by Alun Hill, Barrister, Chalfont Chambers; Recommended Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2018

4.45pm to 5.15pm Estate Planning and Litigation Discussion and Delegates Q&A 

Facilitated by Paul Evans, Partner, Makinson d’Apice Lawyers; Accredited Specialist in Wills and Estates Law; Leading Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2022 

Presenters

Michelle Painter SC
Michelle practices primarily in commercial law, involving all manner of commercial disputes, as well as equity and trusts, and family provision and probate. She also has extensive experience representing directors and corporations in regulatory enforcement matters. Michelle has been a barrister since 1998 and took silk in 2013. She has been involved for many years with the NSW Bar Association’s Bar Practice Course, where she presents on the art (and the slog) of cross examination.

Hayley Bennett
Hayley commenced practice as a barrister in 2009, having graduated from the University of NSW with first class honours in law the year before. Since commencing practice, she has been involved in cases in both public and private domains, but also specializes in health law across jurisdictions, including Succession and Protective Law. Hayley previously worked as a clinical and research neuropsychologist, and for a period sat on the Guardianship Tribunal of NSW (as it then was). Her qualifications in this area include a BA (Psychology honours), MA (Counselling), MSc (Neuropsychology), and PhD (Clinical Neuroscience). Hayley has published and lectured in these areas, as well as more recently in the area of judicial decision-making and its neurobiological underpinnings.

Alisa Green
Alisa is experienced in contested estate litigation, including testamentary capacity matters, family provision cases, probate, estate administration and estate planning. Alisa was listed in the 2021 Doyles Guide’s list of Wills, Estates and Succession Planning Law Rising Stars in NSW and ACT. Alisa worked as the tipstaff to the Succession List Judge, the Honourable Justice P Hallen, in the Supreme Court of New South Wales in 2017. Alisa graduated with a Juris Doctor post graduate law degree from UNSW in 2015 and was admitted to practice in 2017. Alisa also holds a Bachelor of Science with Honours (Psychology) and Master of Psychology (Forensic) also from UNSW.

Renee Bianchi
Renée Bianchi commenced practice as a barrister in 2013. Before being called to the Bar, Renée was a litigation solicitor, specialising in public liability, product liability, and professional indemnity matters. Since being at the Bar, she has built up a diverse practice in equity, common law, and commercial matters. She appears regularly in a variety of jurisdictions in New South Wales, and interstate. Renée graduated from the University of Newcastle with a Bachelor of Biomedical Science (Honours) and a Bachelor of Laws/Diploma of Legal Practice. Renée is currently the Vice President of Australian Women Lawyers and Co-Vice Chair of the Women Barristers Forum. She is also a member of the Law Council of Australia’s Equal Opportunity Committee. She is a Past President of NSW Young Lawyers and the Women Lawyers Association of New South Wales, and a Past Chair of the Young Lawyers Committee of the Law Council of Australia. She is also a volunteer with Girl Guides Australia and the World Association of Girl Guides and Girl Scouts; as well as the Board Secretary of the B Miles Women’s Foundation. Renée was recognised by the University of Newcastle in its 2019 Alumni Awards for her exceptional community service, particularly for her service to the legal profession. Doyle’s Guide has listed her in its Wills and Estates Litigation Leading Lawyers list since 2016, naming her as a Leading Junior Counsel in this area since 2019.

Matt Jones
Matthew Jones was called to the Bar in 2020. Matthew regularly appears for executors, trustees and beneficiaries in deceased estate matters. He is recognised for his considered and pragmatic approach to legal problem solving. Matthew has a particular interest in estate matters, commercial litigation and administrative law. In addition to his particular interest in Succession law, Matthew practices in matters of Commercial litigation, Commercial leases, Disciplinary law, Tribunal matters, administrative law, Personal injury, motor accidents and Judicial Review. Matthew Practices in Succession law (Probate, Family Provision, Estate administration and advice and settling Complex estate planning instruments) General Equity Matters, Commercial litigation (Commercial leases and Contractual disputes), Administrative law (Judicial Review, Tribunal Matters and Statutory decision making), Disciplinary matters and Personal injury (Motor Accidents). Matthew also speaks to the Readers on civil litigation.

John Armfield
John specialises in estate litigation. Regularly advising and appearing for plaintiffs and estates in relation to matters in the Equity Division of the Supreme Court of New South Wales. John has extensive experience in representing clients at mediations and informal settlement conferences. He has also acted as a court-appointed mediator with respect to family provision claims. His practice has a strong emphasis on probate, family provision applications and will construction. He has also appeared in applications seeking a review of orders allowing commission to executors. John regularly presents papers at legal conferences in relation to wills and succession law.

Deborah Robinson
After 12 years at the Bar, combining advocacy and mediation work, Deborah commenced full time practice as a mediator in 2016. Deborah has been conducting mediations since 2000, initially as a court appointed mediator/Registrar of the Supreme Court and from 2004 in private practice. Deborah is an accredited mediator under the Australian National Mediator Standards and is appointed to both the Supreme and District Court mediation panels. She was a member of the ADR Committee of the Bar Association from 2012-2018, making regular contributions to mediators’ conferences and continuing professional development seminars conducted by that Committee as well as policy developments under consideration by the Committee. Deborah completed a Certificate of Advanced Mediation from the Australian Commercial Disputes Centre in 2000. She held various positions as a Registrar of the Supreme Court from 1999 to 2004, including acting as Registrar in Equity, the Professional Negligence List Registrar and the Possession List Registrar. During her time at the Court Deborah conducted court annexed mediations in Equity and Common Law, primarily in relation to disputes involving family provision, medical negligence and possession. In private practice from 2004 Deborah has successfully mediated across a wide range of disputes including litigation in the areas of insurance, wills and estates, commercial law, real property, equity and trusts, medical negligence, defamation, restraint of trade and personal injury and has conducted facilitated family conferences in Guardianship matters.

Paul Evans
Paul is a Partner at Makinson d'Apice and has over 20 years' experience in the area of Private Clients. He is an Accredited Specialist in Wills and Estates Law and is a member of the Society of Trust and Estate Practitioners. Paul is a regular speaker on Wills and Estate Law at Estate Planning, Estate Administration and Superannuation seminars providing continuing legal education for solicitors and other professionals. Paul qualified as a Solicitor in England in 1992 and in NSW in 1994 and has degrees in Arts and Law from the University of Sydney. Paul specialises in wills and estate planning, disputes to wills, protecting assets for future generations and estate administration. Paul lived in London for 18 years and during that time specialised in inheritance tax mitigation. He also acted for charities, including Save the Children Fund and The King Edward's Hospital Fund for London. Before joining Makinson & d'Apice in 2011 Paul worked at National Australia Trustees Limited (part of Nabprivatewealth) where he was Manager Northern States, Estate Planning. Paul is highly experienced in assisting a range of clients including high net worth individuals in transferring and protecting their wealth. He has also helped many clients with a blended family to create solutions to provide for all family members. Paul has been listed in the 2021 Doyles Guide as a Leading Estates Litigation Lawyer and a Preeminent Wills Estates and Succession Planning Lawyer in New South Wales.

Stephen Lynch
Stephen is an Accredited Specialist in wills and estates, having specialised in the area of wills, probate, estate planning and succession for more than 20 years. His experience includes complex estate planning, including advising in relation to asset protection measures such as creation of testamentary trusts. Stephen also specialises in contested estates, including testamentary capacity disputes and Family Provision claims. Stephen is one of the authors of the highly regarded Lexis Nexis Practical Guidance publication on Succession Law, has spoken across Australia on wills and estates matters, and has been listed in the Doyles Guide of top wills and estates lawyers in NSW every year since 2015.

Guy Moloney
Guy is the head of litigation in HWL Ebsworth’s Wills and Estate Planning practice group, and has specialised exclusively in complex Estate Litigation and Estate Planning matters for the last 7 years. In that time Guy has run family provision cases of all degrees of complexity; will rectification proceedings; statutory will proceedings; testamentary capacity proceedings; administration suits and executor default suits in the Supreme Courts of New South Wales, Victoria and the ACT. Before focusing exclusively on estates, Guy had more than a decade’s experience in insolvency, tax and general commercial litigation. Guy’s experience in estate disputes is brought to bear when advising clients on the creation of a robust and secure estate plan. In 2021 Guy was recognised as a “Rising Star – Wills, Estates and Succession Planning“ in Doyles Guide. Guy was also invited to edit the CCH Online “New South Wales Wills in Practice Commentary” regarding estate litigation and inducted by invitation into The Kronberg Circle, a European Society of Estate Planning lawyers and Public Notaries. Guy commenced his career working as a Tipstaff for the Honourable Justice Palmer in the NSW Supreme Court and has a Masters in Commercial Law from UNSW.

Alun Hill
Alun Hill was called to the Bar in February 1980. He practises mainly in Probate and Equity. His Probate practice covers the usual disputes regarding wills and testamentary instruments. His Equity practice has particular emphasis on deceased estates, Family Provision, next-of-kin inquiries and Trusts. He has been retained in various matters by the NSW Trustee and Guardian (formerly the Public Trustee) for the past 28 years. Alun also practices in: Coronial Law , being Counsel Assisting in the Sydney to Hobart Inquest, Counsel Assisting in the North Parkes Mine Collapse Inquest and Counsel Assisting in the Sydney Cross-City Tunnel Collapse Inquest; Mining Law; Maritime Law with emphasis on marine pollution and collisions at sea; Building and Construction Law; and Family Law with particular emphasis on matters arising under the Hague Convention on the Civil Aspects of International Child Abduction and matters involving trust and presumptions of advancement.

Venue

Cliftons - Margaret St
Level 13, 60 Margaret St
Sydney 2000
NSW
Australia

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Issues covered include: Jurisdictional error, administrative law, reasonableness, limitations to administrative, discretionary power, procedural fairness

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Issues covered include: client legal privilege, avoiding waiver, inadvertent waiver, lay witness statements, traditional mediation, hybrid mediation, ADR, admissible expert evidence, persuasive expert evidence, legal ethics, ethical duties, risk management, written advocacy, written submissions, improve your advocacy

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Issues covered include: costs recovery, out of pocket legal costs, costs assessors, costs determinations

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Issues covered include: mediation strategies, ethics, settlement agreements, advocacy, professional skills

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Issues covered include: Health Practitioners and Hospitals in Investigations and Inquests, Misdiagnosis and Failure to Diagnose, Disciplinary Matters: AHPRA and VCAT, NDIS, Breach of Duty and Causation.

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You don’t need crystal balls, tea leaves, or even a loose-lipped inside source in government to know where migration is headed. Simply put, regional migration is the hottest topic in migration law and you need to be on top of it if you want to provide your clients with the best advice possible. But being across everything in regional migration is no simple feat. There are numerous pathways with often byzantine requirements and caveats, and every state approaches regional migration in its own unique way, add

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Issues covered include: Mining Titles Validation Bill, Forrest v Wilson, ealth and safety obligations, administrative decisions in the resources sector, compensation under Native Title Act

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Issues covered include: jurisdiction, appeals, strata disputes, Home Building Act, costs

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Issues covered include: scope of employment, permanent impairment, PIRS criteria, workplace injury damages, Motor Accident Injuries Act, Motor Accident Compensation Act, CARS and MAS determinations, psychiatric examinations

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Issues covered include: perfecting security interests, applications for extensions of time, priority risks, disputes, applications and compliance

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Issues covered include: Parliamentary procedure, law making process, information, privilege

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Issues covered include: Privacy, data breach, privacy supply chain risks, privacy complaints, Privacy Act, data, GDPR

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Issues covered include: case update, strata law, planning, ipso facto

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Issues covered include: estate disputes, probate applications, family law, discovery, disclosure, mediation, ethics, mental health, dispute resolution, property law, employment law, consumer law, competition law, ipso facto regime, contracts

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Issues covered include: corporate misconduct, shareholder recovery, drafting shareholder agreements

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Issues covered include: contributions, property, investments, death benefits, insurance

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Issues covered include: precedents, discretionary trusts, value, asset protection and utility, inter vivos trusts, family trusts, superannuation, life insurance, family succession

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Issues covered include: trust structures, distribution strategies, asset protection

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Issues covered include: ATO, Taxation of trusts, Trust splitting, Fixed trust, distribution of capital gains, trust strutures, asset protection, sham trust, discretionary trust drafting, trust vesting and winding up, UPEs, Division 7A, loans, transfer duty on specie distributions, Trust Variations and Resolutions, Corporate Trustees, testamentary trusts.

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Issues covered include: VCAT's jurisdiction, evidence, procedural fairness, natural justice, Victorian Civil and Administrative Tribunal, VCAT, ADR, mediation, compulsory conference

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Issues covered include: Capacity, capacity disputes, equitable remedies, estate litigation, undue influence, unconscionable conduct, estoppel, extension of time, mediation, superannuation, testamentary trusts, enduring powers of attorney, financial agreements

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Issues covered include: Informal wills, Succession, Beneficiaries, Testators, Recent cases, Superannuation, Succession Law and Family Law, contested Probate, Undue Influence, Claims for adult children.

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Issues covered include: family provisions rpactice updates, costs, mediation, ethics

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Issues covered include: TAC, TAC statutory, WorkCover, WorkCover statutory, psych injuries, psychiatric impairment, serious injury, Workplace Injury Rehabilitation and Compensation Act, Medical Panel, serious injury applications, damages awards, damages

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Issues covered include: case update, legislation update, criminal injuries, impairment assessment, appeals to District Court

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Issues covered include: pre-accident risk assessment, workplace incidents, WHS litigation, pleas, defended hearings

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Issues covered include: incident management, reportable conduct scheme, complaint, workplace investigation, ill and injured staff, medical certificates

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Issues covered include: warranties, indemnities, insurance, M&A transactions

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Issues covered include: strata, short stay, body corporate, foreign investors, duty, CGT, interim planning decisions, administrative law rulings

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Issues covered include: privilege, waiver, the Harman Obligation, advocacy

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Issues covered include: blended families, second spouses, superannuation, case update

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Issues covered include: law making process, new laws, amendments, legislative drafting process, parliamentary bills, delegated legislation, tabling of documents, public interest immunity, PII, royal commissions, judicial inquiries, parliamentary inquiries, parliamentary privilege, executive privilege, parliamentary procedure, powers of parliament, inquiry powers, public sector

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Issues covered include: inherent risks of treatment, breach of duty and causation, delay, misdiagnosis, failure to diagnose, euthanasia, medical products, product liability, class actions, regulatory matters

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Issues covered include: Guardianship division, VCAT, moral duty, financial elder abuse, ethics, ethical considerations

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Issues covered include: discretionary trusts, trust and company law, tax implications for property settlements, financial documents

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Issues covered include: estate planning and succession, taxation, superannuation, Division 7A issues, testamentary trusts, blended families, foreign clients and assets, small businesses, aged care issues, executor risks

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Issues covered include: trusts, CGT concession, ATO rulings, discretionary trusts, vesting, winding up a trust

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Issues covered include: employment termination, contractors, single touch payroll, superannuation guarantee, payroll tax, FBT, expatriate tax overview, underpayment of wages, accessorial liability under the Fair Work Act

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Issues covered include: ALRC, discovery, financial proceedings, disclosure, companies, trusts, partnerships, deceased estate, alternative, restorative justice, mediation, mediator, successful family law practice, costs, billing, growth and development, domestic violence, family violence, trauma, protection orders, parenting orders, evidentiary rules, affidavits, parental alienation, ethics, ethical dilemmas

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Issues covered include: consumer data right, consumer law, ACCC, penalties, Royal Commission into the Financial Sector, employment law, mental health, whistleblowing, regulatory compliance

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Issues covered include: Consumer law, ACCC, consumer data right, ICT, IT contracts, privacy, employment, mental health, workplace investigation, unconscious bias

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Issues covered include: Consumer data right, big data, privacy, mandatory data breach reporting, GDPR, Banking Royal Commission, ACCC, consumer law, ACL, corporate social responsibility, modern slavery, ethics, mental health, practice management, workplace investigation

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Issues covered include: admissibility, advanced rulings, expert evidence, contracts, deeds, Royal Commissions, compulsory examinations, privilege, waiver, advocacy, interlocutory & urgent applications

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Issues covered include: Retail shop lease dispute, tenant, landlord, Retail Leases Act, QCAT, retail tenancy disputes, retail leasing, mediation, leasing disputes, combustible cladding, asbestos, tax, fitouts, depreciation, lease incentives, GST, commercial tenancies, market overview.

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In its 6th year, the Geelong 10 points in One day program offers insights from the industry front line practitioners. You don't have to travel to the CBD to gain updates of current topics and gain your compulsory CPD units. Attend the full program or choose the sessions most relevant to your practice.

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Issues covered include: Win and Retain more Clients, Stress Management, Privileged Evidence and Avoiding Inadvertent Waiver, Contract Disputes and Settlement of Litigation, Exclusion, Indemnity and Insurance Clauses, Insolvency Law Reform, Post-employment restraints, Property, Retail and Commercial Leasing.

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The vast majority of businesses in Australia are small businesses, so you better be prepared to provide up to date and expert advice when a small business client comes to you for help. That means being across the game changing developments stemming from the budget, the election and the Banking Royal Commission. Eleven experts working on small business advisory will give you the latest updates and cutting edge strategies on all of the key issues your small business clients will expect you to know.

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Issues covered include: immigration for business and investors, foreign investment, non-residents doing business, non-residents doing family business, owning a property, anti-money laundering, tax considerations and non-residents, estate planning, administration and sucession for migrations and foreign investors

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Issues covered include: exceeding expectations, plain English techniques, business acumen, resilience and wellbeing

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Issues covered include: Narcotic Drugs Act 1967, Medico Legal aspects, in-house counsel perspective, Courts, prescribing in the clinical setting

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Issues covered include: workplace discrimination, religious organisations, estate planning, crime, parenting, child support, parental rights

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Issues covered include: Technology, Blockchain, WayBack Evidence and Domain names, Directors liability, Quality and financial control, Ethics, manner of manufacture, Infringement, latests cases and developments.

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Issues covered include: Family court proceedings, Subpoena, Separation, Divorce, Family violence, Litigation, Evidence, New Redress Scheme, Child Safety Obligations, Royal Commission, Civil Claims for Institutional Abuse, Criminal Liability and Sexual Abuse, Child Safe Standards.

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Issues covered include: Financial Adviser Standards and Ethics Authority (FASEA) Update, TBAR, Royal Commission, Pension options, SMSF Deed, Superannuation contributions, non-concessional contributions, Transfer Balance Account, Super Death Benefits, Binding death benefit nominations, blended families, incapacity.

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Issues covered include: Enterprise value, Tax strategies, Pre-Sale Restructuring, Selling Business with Property, CGT exemptions, Concessions, Property structure, Business valuation methodologies, Preparing a Business for Sale, Equity transfer to family, Third party sale, tangible and intangible assets, Intellectual Property, Privacy and Data Protection, M & A Merger and Acquisition.

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2019 is a significant year for the retirement village and aged care sectors. The Royal Commission is shaking up the industry, elder abuse and tax law are changing, and there are big shifts in integration and funding issues. Plus the many risks in estate planning, capacity, technology and more. With so much unrest in the sector it’s now more crucial than ever to stay up to date with the latest developments. Equip yourself with the strategies necessary to handle these issues for you client or organisation.

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Issues covered include: Tenancy, tenants, franchise lesing, office sharing, subleases, Dispustes, Variation, Surrender provisions and Termination of Leases, remedies, defaults and damages, co-tenancy, covenants, breaches, insolvency, financial issues and risk, Outgoings, Guarantees, Insurance, Indemnities, Case and Legislative Update.

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Issues covered include: Supreme Court of New South Wales, Service of Notices in Probate, Affidavit of Service, Grants of Probate and Administration, Letters of administration on intestacy, Special and limited grants, Taxation, executor and trustees, stamp duty, foregin estate, income tax, Probate case update decisions.

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Issues covered include: Sexual Harassment, Bullying and Work Safety Claims by Independent Contractors, Fair Work Act and Work Health and Safety Act, Uber and the Point to Point Transport Industry, Sham contracting, who is a contractor, who is an employee.

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Issues covered include: Finance and Property proceedings, Dispute Resolution, Pre-nuptial and nuptial agreements, Family Law Settlements, Transfer of tax debt, Bankruptcy, Spouse Maintenance orders variation, post-separation contributions, Accrued Jurisdiction of the Family Court, Contravention applications, Arbitration.

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Issues covered include: National Redress Scheme, Vicarious Liability in Civil Liability Amendment (Organisational Child Abuse Liability) Act, Expert evidence, Royal Commission into Institutional Responses to Child Sexual Abuse, Medico-Legal.

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Issues covered include: Admissibility of expert evidence, High Court and Court of Criminal Appeal, Evidence Act, Admitted facts, Uncontested facts, Disclosure and Privilege, Tendency and Coincidence Evidence.

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Issues covered include: Statutory unconscionable conduct, Indemnities, Contract drafting, Incorporation of Contractual Terms, case law, Jeffrey Goldberger, Special Counsel, Norton Rose Fulbright.

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Issues covered include: Proposed Acquisition Notice, Powers of resumption, Assessments, Instructing Experts and Maximising Expert Evidence, Land valuation assessment and methods, partial acquistion, business valuation and compensation.

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Issues covered include: Phoenix business activities, tax case update, historical loans, unpaid present entitlements, small business restructuring, practical tax solutions for small business

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Issues covered include: wealth accumulation, property tax, insurance payment, cryptocurrency, client's marriage, separations, family and accounting, succession and estate plannning

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Issues covered include: intent, purpose, context and structure, practical problem solving, judicial review, repeal of statute

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Analyse decision making and reason writing and then work through an in depth, interactive workshop where the presenters will examine, dissect and reconstruct a decision in this unique, can’t-miss workshop.

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Issues covered include: 'Ultimate Consumer' test, heads of agreement, guarantees, assignment, special tenancy arragement, lease documents interpretation, breaches of lease, termination

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Facing family law issues in your school? We have a step by step guide to guide you. Dealing with child safety risks? We’re offering real world guidance from the legal, law enforcement and principal perspectives. Want all your questions answered? Our interactive panels are tailor made for you. And that’s just the start of what you’ll gain from this unique, can’t miss event.

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Issues covered include: capacity, unconscionable conduct, sexual issues, privacy, data security, convergence and seniors living

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Issues covered include: three way examination, inspections, defaults and penalties, case law

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Issues covered include: Trademarks, patents, parallel imports, protection of IP in China, policy register for IP Australia, patent remedies, patent drafting,

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Issues covered include: terrorism offences in Australia, prosecuting home grown terror plots, trends in terrorism, human exploitation

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Keep yourself updated on the psychology and the legal trends in psychological and psychiatric injury claims, including bystander PTSD claims. With claims on the rise, understanding both the medicine and the law is essential for all practitioners working in this area. Straddling the medical and legal worlds, this seminar offers a better understanding of how medical professions form their assessments and evaluate claims, and you will gain an update on the Work Accident and TAC claims.

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Issues covered include: third parties in family law disputes, problem solving, property settlements, family violence amendments, alternate dispute resolution

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Issues covered include: serving of notices in different types of probate proceedings, digital assets and the afterlife, probate litigation

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Issues covered include: Parents, legal disasters, Privacy law, mental and physical health of staff, misconduct, disability and discrimination obligations, race, sex and gender identity, children with physical and learning disabilities

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