Estate Administration and Probate Proceedings
Issues covered include: estates and succession, estate administration, probate applications, executor duties, taxation
Description
In one morning catch up on everything you need to know about the seemingly simple and the definitely not so simple areas of estate administration and probate. Delve into the intricacies and edge cases surrounding unusual probate applications that are often misunderstood. Sharpen your practice on executor duties. Consider tax issues that can be deceptively, or overtly, complex.
Attend and earn 4 CPD units in Legal Knowledge
Chair: Prue Poole, Principal, McInnes Wilson Lawyers; Accredited Specialist in Succession Law; Best Lawyers 2019, Trusts and Estates
9.00am to 10.00am: Application for Limited and Special Grants
- Identifying the correct form of grant to be sought, what you need to prove, and the evidence you’ll need
- Limited grants of administration
- Rules, forms and procedures
- Grants during minority, incapacity or the absence of the executor or administrator
Presented by Karen Gaston, Partner, Head of Private Clients, Thynne + Macartney; Leading Estates Litigation Lawyer, Doyle’s Guide 2018; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2018
10.00am to 11.00am: Executor Duties and Responsibilities
With the ever increasing spotlight on the appropriate administration of deceased estates in mind, you will explore:
- Practical examples requiring a legal personal representative to consider their overarching duties and responsibilities
- Circumstances that may require an interim administrator
- Defences and statutory protection available to legal personal representatives
- Removal of executors
- Case law observing personal representatives who have gone off track and how the Court dealt with them
Presented by Juanita Miaden, Senior Associate, Murdoch Lawyers; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2018
11.00am to 11.15am Morning Tea
11.15am to 12.15pm: Taxation of Deceased Estates
- Income tax issues in deceased estates
- Present entitlement of beneficiaries
- Capital gains tax issues in deceased estates
- Application of main residence exemption
- Gifts to charities and non-resident beneficiaries
- Liability of executors, particularly in light of ATO PCG 2018/4
Presented by Angela Cornford-Scott, Director, Cornford-Scott Lawyers; Preeminent Wills & Estates Litigation Lawyer and Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2018; Accredited Specialist in Succession Law
12.15pm to 1.15pm: Contested Probate Proceedings: Recent Case Law
- Disputing the validity of the will: testamentary capacity; undue influence; and lack of knowledge and approval
- The unique character of probate proceedings, and costs orders
- Applications for revocation of a grant of probate
Presented by Richard Williams, Barrister, Brisbane Chambers; Leading Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2018
Venue
Mercure Brisbane
Level 2, 85-87 North Quay
Brisbane 4000
QLD
Australia
Parking Information
Parking is not included in you registration. Here are some options below. Secure Parking at Mercure Hotel offers a discounted daily rate from $36 by validating tickets at Mercure Reception prior to departure. Click here to view rates .
Directions
Nearby Public Transport:Train Stations - Roma Street StationBus Interchange - George Square Bus Station