Family Provision Claims and Equitable Remedies
Issues covered include: Family Provision claims, widows, de facto spouses and blended families, preparing for hearing, equitable estoppel, constructive trusts
Description
Family provision claims are on the rise. Don’t miss this chance to work through a range of comprehensive and focused sessions tackling family provision claims, equitable estoppel and constructive trusts in estate disputes. You won’t find a more in-depth and useful guide to family provision claims and equitable remedies anywhere else.
Attend and earn 4 CPD points in Competency Area 4: Substantive Law
Chair: Elizabeth Heenan, Consultant, Culshaw Miller Lawyers; Leading Wills, Estates and Succession Planning Lawyer, Doyle’s Guide 2018; Recommended Wills and Estates Litigation Lawyer, Doyle’s Guide 2018
9.00am to 10.00am: Superannuation and Protected Assets in Family Provision Act Claims
- The nature of protected assets and their significance when dealing with Family Provision Act claims
- The interplay between dependents’ claims against superannuation and their claims under the Family Provision Act
- Strategic considerations
Present by Robert Nash, Barrister, Francis Burt Chambers; Recommended Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2018
10.00am to 11.00am: Navigating Claims by Widows, De Facto Spouses and Blended Families
- General principles
- Proper and adequate provision: right to reside, flexible life interest, absolute interest?
- Interpreting prevailing community expectations
- Case review: then and now
- Checklist: summary of factors which influence the exercise of discretion
- Practical tips for those at the coal face
Presented by Sally Bruce, Special Counsel, Jackson McDonald; Market Leader Wills & Estates Litigation Lawyer, Doyle’s Guide 2018
11.00am to 11.15am: Morning Tea
11.15am to 12.15pm: Preparing for a Hearing in a Family Provision Act Claim
- The issues that you need to prove
- How to determine the facts that you need to prove what are the issues in contention?
- Expert evidence in Family Provision Claims
- Witnesses requiring cross-examine and what do you want to get out of that cross-examination?
- Preparation of opening and closing submissions
Presented by Michele Kershaw, Principal, Kershaw Legal; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2018
12.15pm to 1.15pm: The Practicalities of Equitable Estoppel and Constructive Trusts in Wills Disputes
- The constructive trust
- Breach of a contract to make a Will
- Arising in relation to property
- Estoppel
- Promises to make a Will
- Arising in relation to property
- Practicalities
Presented by Jessica Henderson, Barrister, Francis Burt Chambers
Materials Prepared by Maree van der Kwast, Director, Dwyer Durack Lawyers; Preeminent Wills & Estates Litigation Lawyer, Doyle’s Guide 2019; Preeminent Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2019
Venue
Parmelia Hilton
Level 1, Meeting Room, 14 Mill Street
Perth 6000
WA
Australia
Directions
Nearby Public Transport:
Train Stations - The Esplanade Station
Bus Interchange - St Georges Terrace Cloisters Green
Parking information
Parmilia Hilton - Valet Parking only - Click here to view rates.
Convention Centre - 100 metres from Parmelia Hilton. Click here to view rates.
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More InformationAre you solving today’s problems with yesterday’s toolkit? In one day catch up on key issues and recent developments that will impact wills and estates practitioners in the year to come. With a panel of experts, review estoppel and testator family maintenance claims, cross border contested probate proceedings, independent administrator issues, drafting powers of attorney to minimize elder abuse, taxation issues in estate planning, dealing with digital assets, gifting to charities and so much more! 2111Q01
More InformationWe’ve gathered the experts and they are covering all the big issues affecting wills and estates practitioners at the SAT. Catch up on the recent guardianship and administration appeal and review cases, explore the review requirements and procedure, examine guardianship matters including sibling and family conflicts, unravel the rights and responsibilities of attorneys and administrators, and demystify the ethical issues arising from SAT applications including confidentiality provisions. 2111W05
More InformationIt’s been a busy year so we’ve included 11 timely topics in a range of areas of law for our 15th Annual 10 Points in One Day program in Brisbane. Come and see why this unique program is always highly anticipated. Attend the full day and complete your CPD for the year in one go or just register for the sessions that interest you. Attend in person, online or watch the on-demand recording at your convenience & claim all your points. 223Q04
More InformationMake the most of your last chance to earn CPD this year by hearing from an expert panel who will give you all the information and skills necessary to grow your knowledge and practice. Featuring 10 timely topics hand-picked to cover some of the most crucial areas in law in 2022, you’ll gain all the CPD you need and bolster your practice in one efficient, information-packed day. WEB223Q18
More InformationOptimise your last chance to earn CPD this year by hearing from 16 experts who will unpack 10 sessions of critical information and skills that will catapult your knowledge and elevate your practice to new levels. Featuring timely topics hand-picked to cover some of the most crucial areas for all lawyers, you’ll gain all the CPD you need and bolster your practice in one efficient, information-packed day. 223V25
More InformationFeaturing pre-eminent and leading silks, barristers and solicitors, gain insights and practical guidance you can utilise in your everyday practice while gaining all of your CPD points without missing a day in court or the office. Attend the full day or just the sessions relevant to your practice. WEB223V20
More InformationWith the rise of disputes over wills and estates, be on the cutting edge of the latest decisions from the courts. Eleven thought leaders in the industry will unravel, analyse and deliver strategies and tips that will help your practice rise to new heights. You will understand the critical dynamics of revoking wills, informal wills, passing over executors, mental capacity assessments and strategies of getting the all-important medico-legal report, and abuse of EPOAs involving undue influence. 223N15
More InformationGone are the days when a simple will would suffice for all clients. Wills and Estates Practitioners must be aware of the different types of testamentary trusts available to cover issues that arise in blended families, the need for asset protection and trusts for beneficiaries living with a disability or who are vulnerable. Attend this in-depth workshop to gain the critical information, examples, strategies & best practices you need to elevate your testamentary trust drafting skills. 223N31
More InformationWe have gathered a team of experts to unpack significant issues with SMSFs. The impact of Non-Arm’s Length Income and the LCR 2021/22 will be demystified for you. Uncover the rippling effect of recent changes on in-specie property contributions. Be a step ahead of legacy pensions and so much more. With so many changes in recent times it’s easy for your strategies to become outdated, so make sure you’re investing your time wisely into staying at the forefront of a successful SMSF practice. WEB223N42
More InformationAre you solving today’s problems with yesterday’s toolkit? This in-depth guide to trusts and deeds will help you elevate your skills. Delve into modern asset protection strategies. Consider the implications of the ATO’s anti-avoidance provisions and audit focus. Explore the practice and procedure of trust tax disputes in the AAT and the Federal Court of Australia. Examine leading cases from the High Court and work through the nuts and bolts of putting out flare-ups when trust and deed disputes arise. 223N36
More InformationPerfect for all lawyers looking to begin or build their wills and estates practice, this comprehensive & practical workshop will give you the knowledge and skills needed to effectively and efficiently draft a will in a variety of circumstances and in relation to a number of asset classes. Using concrete examples, legislation & cases, experienced accredited specialists will guide you through the strategies, procedures & requirements you need to develop a toolkit for your practice. WEB222N09
More InformationStrengthen your position by being on the cutting edge of the critical issues coming your way in the year ahead. With experts in the field, unravel a trust dispute case study, dive into strategies for minimising death benefits tax for SMSFs and uncover jurisdictional issues in estate planning. Examine the critical dynamics for combating elder abuse, take away a plan of action for managing clients in distress and so much more! 223Q05
More InformationIt’s been a chaotic year so take the day to be updated on the challenges in wills & estates practice all in one day. There is a little bit of everything you need. Take a deep dive into recent Part IV cases, discretionary trusts, powers of attorney, estate administration and guardianship. Explore blended families & mutual will agreements, digital remains, achieving a paperless office and so much more. Plus you will gain all your CPD core area points with sessions relevant to your wills practice. 223V05
More InformationWith estate disputes seemingly on the rise, this is your opportunity to gain a total roundup of the current issues in disputes involving wills and estates. Seize the moment to be on top of the latest concerns in statutory wills and family provision claims. From challenging the validity of the will through to adequacy of the provision made, you will have everything covered, including conflicts of duty to seek superannuation death benefits & duties owed to FPA claimants. 223W01
More InformationWith leading experts in wills and estates, family law, tax and trusts law, you will sharpen the blurred lines of estate planning and other areas of law that impact your planning and will drafting. Strengthen your practical knowledge on family trusts, testamentary trusts, binding financial agreements and dive into family law settlements. Unravel tax considerations for non-estate assets and restructuring of assets. Discover emerging issues with superannuation to perfect your estate planning strategy. 223W02
More InformationSeize this moment and gain a plan of action that will propel your practice to greater heights. Uncover your obligations when acting for your estate planning clients and the hidden traps and complex issues of the use of trusts in estate planning. Mitigate risks of assessing testamentary capacity and review the value of medical evidence. In a cutting-edge session, grasp how to protect your firm’s intellectual property. Tick off your CPD core competency points all before the 31 March deadline. 223W18
More InformationWe’ve gathered the experts who will address the critical issues you need to unravel during estate administration and probate. Unpack equity cases and review case management in the Equity List. Examine judgments in testamentary capacity cases. Learn the ropes of probate accounts and executorial duties straight from a former Probate Registrar. Review intricacies of probate practice and procedure including expert medical evidence in probate proceedings. 226N03
More InformationStay on top of new legal & operational risks impacting the aged care sector with a timely & necessary guide to the significant changes and serious hazards impacting the area. Consider what you need to do to prepare for new & upcoming legislative reforms. Develop strategies to deal with COVID-19 lawsuits. Review the SIRS & what you need to update in the current landscape. Explore the new restrictive practices regime & the latest in privacy obligations. Attend live online or watch the recording. WEB225N25
More InformationMaster how to deal with companies & trusts, drafting variation of trust deeds, and the settlement & resettlement of trusts. Perfect your skills & strategies in dealing with tax consequences and navigating family trust elections and passing control of trusts with FTEs. Delve into best practices when planning for involuntary departure of business principals and succession issues of businesses held in SMFSs. Great for estate planning and commercial lawyers, and accountants. WEB227N41
More InformationSeize this opportunity to understand all the big issues affecting wills and estates practitioners at QCAT. Delve into the nuts and bolts of applications and the distinction between administrators and guardians. Decipher the process of replacing attorneys under s116. Catch up on case law concerning conflict transactions and treatment of costs in the GAA jurisdiction. This seminar is a must attend for all wills and estates lawyers WEB226Q06
More InformationSolutions for Estate Problems – that is what you will gain. Advance your skills on applications for letters of administration, with or without the will annexed. Unpack recent probate decisions and discover significant lessons for your clients. Explore what to do when executors go rogue, what are the solutions? This seminar will transform your practice. 226W04
More InformationWe’ve gathered the experts who will address the critical issues you need to unravel when faced with IFP claims and probate disputes. Hear the latest updates on probate practice and procedure from the Register of Probates. Review the latest updates & strategies in IFP cases involving spousal claims, estrangement, and claims by adult children and grandchildren. Explore the key aspects of validating a will including dealing with fraud, forgery, testamentary capacity and undue influence. WEB225S01
More InformationLooking to begin or expand your wills and estates practice? Attend this 2-part workshop that will unpack the knowledge and skills you need to effectively draft a will in a variety of circumstances and in relation to a number of asset classes. Using concrete examples, legislation & cases, our experienced accredited specialists will guide you through the strategies, procedures & requirements you need to develop a practical toolkit for your practice. 228N01
More InformationLooking for a stop gap or lasting solutions to your family provision claims? Leading experts will deliver an array of the latest hard-hitting issues and solutions. Analyse the latest cases and the potential issues of foreign law in family provision litigation. Special grants and family provision costs will be explored with you. Review contested probate cases that are successful in family provision claims including the game changing practice and procedure process. 229N06
More InformationWith the Counsel of the re Permewan case, delve into the case and explore viability of gift and loan back arrangements. Plus, review the latest probate cases. Investigate tricky curve balls such as when jointly appointed executors are at war, an executor loses capacity, refuses to apply for a grant or wants to bring a family provision application. Take away practical information on taxation of estates that will enhance your mastery of estate administration and probate. 228Q02
More InformationAvoid the many pitfalls that can prove costly for both you and your client by taking a comprehensive look at some of the key issues in estate disputes. By use of a case study, explore the process of an FPA claim when it is one of several estate claims in court. Dive into the critical steps of proving testamentary capacity. Navigate how superannuation and testamentary trusts are dealt with in Family Provision disputes and so much more! 229W05
More InformationBe on the cutting edge of the profession by gaining skills that will sharpen the blurred lines. Effectively execute the process of taking instructions in complex matters. Using real life experience, gain an insider’s perspective on how to effectively restructure your practice and plan for succession. Review the best practice on ethics and identify red flags. Tick off your CPD core competency points well before the 31 March deadline! 229W06
More InformationExpose the hot spots of estate administration and probate and gain tools that will help you sidestep tomorrow’s problems today. Review the latest probate cases, unravel complex applications, explore steps for executors to avoid disputes with beneficiaries. Examine tax planning and taxation of deceased estates, life estates, statutory and evidentiary requirements for challenging a grant of probate, and so much more WEB229V05
More InformationTogether with preeminent and leading experts, analyse the latest cases, complex administration quagmires, and the spectrum of estate planning headaches. Derive a fresh outlook with beneficial and practical applications for you and your clients. Gain take-away ready case analyses, examine the complex issues in estate litigation, explore elder law critical issues and the practical implications of statutory wills. Attend for great content for all wills and estate lawyers before the years end. 2211N18
More InformationBefore you tackle your next family trust make sure you’re creating the most adept and effective structure that utilises the best distribution strategies, tax benefits and provides maximum asset protection. An expert in the field will walk you through the legal requirements and the critical path for constructing an exquisitely made trust that will operate smoothly and without incident. This a must attend for all wills and estate lawyers. WEB2210V01Z
More InformationThis seminar brings to you insights from senior and accomplished practitioners in SAT Guardianship and Administration matters. Gain a deeper understanding of substitute decision making. Take the opportunity to update yourself on the costs, best interests tests and Applications for directions in the SAT. Acquire practical tools for handling incapacity in trusts and companies. Review the exercise of protective jurisdiction of the SAT and the Supreme Court. 2211W06
More InformationThis seminar packs a punch and is not to be missed. Expand your repertoire in trusts and the hard-hitting asset protection matters. Review the repercussions of the Re Permewan case for your clients. Gain a deeper understanding of asset protection for children, using testamentary trusts and take away valuable drafting tips. Investigate the Bosanac case and the impact on presumption of advancement and presumptive trusts. WEB2211Q02Z
More InformationEstate disputes are rising. We have brought it all together for you. Drawing from recent cases, review TFM claims by adult children. Acquire a deeper understanding of the tax issues in TFM claims. Analyse how to handle family law and trusts law issues in your TFM claims and all the essential TFM practice and procedure. Take away valuable tips on other litigation matters involving unconscionable conduct, undue influence and elder abuse plus, equitable estoppel claims and constructive trusts. WEB2211V07Z
More InformationWe’ve gathered leading experts to drill down on all the pertinent issues facing SMSFs. From challenging death benefits payments, contributions & innovative investments to LRBAs and NALI/NALE. Attend to deepen your understanding of the most critical issues facing legal and accounting SMSF advisors today. WEB233N51Z
More InformationDownload from leading tax and trust lawyers, all the recent developments and review cases involving trusts and taxation of trusts. They will provide information for an iron clad armour that will protect trusts, trustees and beneficiaries from far-reaching and eye-watering consequences for non-compliance. Using different laws impacting on trusts, you will gain a fresh perspective that will give you 360 degrees of confidence. 233N24
More InformationFollowing from the popular Will Drafting Workshop for All Lawyers, we invite you to a morning workshop to advance your will drafting skills. At this workshop you will take it to the next level and unpack the knowledge and skills you need to effectively advise on complex issues. Using case studies, legislation, cases and example clauses our experienced accredited specialists will guide you through the strategies, procedures & requirements you need to prepare complex wills. 232N03
More InformationTake a practical journey with the Registrar of Probate & leading experts in wills & estates in this comprehensive program that will set you up for the year. The latest cases from the Courts, updates for estate planning, the impact of superannuation, probate & trusts litigation, will be decoded for you & actionable solutions provided. In the afternoon, pick up your ethics, practice management & professional skills points with topics specifically tailored for wills & estates lawyers & practices. 233V19
More InformationTake a practical journey in this comprehensive program that will set you up for the year. With leading wills and estates experts, in you will review the latest cases from the Courts, grasp how to mitigate blended family disputes, trusts tax issues including s100A and Division 7A and uncover disentitling conduct and estrangement. In the afternoon, pick up your ethics, practice management and professional skills points with topics specifically tailored for wills and estates lawyers and practices. 233Q05
More InformationDesigned to take your practice to new heights, gain a wealth of actionable planning solutions and structuring tips from experts in the field. Explore tax considerations for trusts and super funds including tips and traps of s100A and death benefits tax. Cross check your asset protection planning against leading standards for testamentary trusts, family trusts, mutual will agreements, life interests, insurances and so much more. 233W02
More InformationEstates disputes can be a minefield for the undiscerning. In this information packed morning, decode family provision claims across international jurisdictions. Gain the golden standard on contested probate pleadings, caveats, privilege and procedural considerations, and so much more! 233W01
More InformationTake an expertly designed guided tour that will reshape how you tackle the simple to the complex issues that you face in your practice. Pick up risk management golden nuggets and an action plan for conflicts of interest. Acquire valuable skills for planning and maximising outcomes for super funds, and decode lost and informal wills. Tick off your CPD core competency points all before the 31 March deadline. 233W15
More InformationImmerse yourself in the critical information and updates that you need to know as a succession, wills and estates lawyer at this premier event. Receive a comprehensive case update and discover the latest in contested probate and probate proceedings. Consider capacity form both the medical and legal perspectives. In the afternoon you will receive those all-important core CPD units and hear topics that are tailored to ensure relevancy for estate lawyers and can be immediately applied to your practice. 233N29
More InformationGone are the days when a simple Will would suffice for all clients. You need to be aware of the different types of testamentary trusts available to cover issues that arise in family structures, the need for asset protection and trusts for beneficiaries living with a disability or who are vulnerable. Attend this in-depth workshop to gain the critical information, examples, strategies & best practices you need to elevate your testamentary trust drafting skills. 233N42
More InformationAttend and receive a comprehensive review of estate administration, probate proceedings and estate disputes. Cover the most pertinent aspects of estate administration, including special grants and administration of estate contracts involving mutual wills, before analysing taxation concerns for executors. Dive into intestacy and estate disputes with compelling examination of jurisdiction in estate disputes and offers of compromise in family provision disputes. 236N05
More InformationRetirement Village contracts can be riddled with complex issues and financial risks, so it is important you understand what’s in the contract. Whether you’re representing your resident client or an aged care facility, break down the key elements of a retirement living contract. Work through legislative considerations, claims for breaches of consumer law, breaches of residence contracts and compliance, and understand the differences and overlaps between retirement villages and aged care living. WEB236N17Z
More InformationTestamentary Discretionary Trusts are becoming increasingly common in estate planning Recap the administrative and legal requirements of TDT’s, understand the benefits of using TDT’s, FIRB approvals and superannuation implications. This masterclass will focus on the practical implications of the administrative and legal requirements and will cover all the key regulatory changes and the impacts for your clients. 236W06
More InformationThis comprehensive program will provide you with an exploration of crucial pillars in family provision claims. Analyse how the court handles the impact of estrangement and adult children, delve into the challenges faced by partially dependent plaintiffs, and dissect court approaches to de facto relationships. Gain insights into practicalities such as cost management, uncover crucial details for affidavits and cross examination and explore intricacies of challenging validity of a will. 239N23
More InformationReceive a toolkit that will assist you in handling common pain points in estate administration and probate. Be guided through administration of deceased estates, including assessments of information gathering, capacity and appropriate distribution. Unveil the secrets of taxation of deceased estates, navigate applications for Grants of Representation in tricky situations and investigate issues in executors commission and remuneration. WEB239V01Z
More InformationWalk away with a practical toolkit with this all-inclusive guide. Assess merits and rights of beneficiaries, get the groundwork right by exploring the nuts and bolts of a TFM claim including the requirements, practice, procedure and costs issues. Explore alternative claims to TFM claims and receive practical tools you can employ in the estate planning stages to meet a future TFM matter. Master your TFM claims so that you are successful in these litigious matters. WEB239V02Z
More InformationUncover the latest developments in family provision claims and walk away with a comprehensive toolkit to manage your litigious matters. You will explore cases involving adult children and analyse the relevance of estrangement and expert evidence. Assess the de facto threshold in FPA claims and explore estate planning considerations. Evaluate practicalities in FPC by investigating strategic considerations and client management. Dive into complex executor and administrator issues. 239W05
More InformationGain a practical toolkit of mechanisms to protect assets through Trusts. Explore succession planning in family trusts, analyse the variation in trust deeds and inconsistences that arise. Evaluate trusts, CGT and growing numbers of foreign beneficiaries, navigate S100A and ATO regulations and assess superannuation considerations, intergenerational planning tools for family businesses and tricky considerations in company structures. WEB238N06Z
More InformationWalk away with a practical guide to Family Provision Applications with must-have knowledge. Receive a toolkit of practical tips and tricks for every stage of the FPA proceedings from preparing the originating documents to finalising the proceedings. Gain a comprehensive walk through the 2023 FPA decisions and receive applicable legal and evidentiary points to apply in practice. Evaluate whether the moral duty overrides estrangement and navigate unusual challenges in FPA matters. 238Q02
More InformationEnsure your junior lawyers, paralegals, law clerks, legal executives and other support staff can work independently and effectively in wills and estates. Examine best practice for administration of estates, intricacies of powers of attorney and solidify understandings of part IV claims. Enhance communication skills for conducting client interviews in times of heightened emotions and you will leave with a well-rounded repertoire of wills and probate practice, procedure and skills. WEB2311V07Z
More InformationBrush up on your skill repertoire for contesting and defending probate proceedings effectively, refine the way you use expert evidence and identify when and how it is necessary, and obtain tips and tricks for challenging wills based on undue influence or capacity issues. Explore executor risks, authority and grants and walk away with a toolkit of skills to make complexities clear. Finish the day by analysing debt distributions. WEB2311Q01Z
More InformationBefore you tackle your next family trust, make sure you’re creating the most adept and effective structure that utilises the best distribution strategies, tax benefits and provides maximum asset protection. Join two experts in the field as you explore the legal requirements and the critical path for constructing an exquisitely made trust that will operate smoothly and without incident. This a must attend for all wills and estate lawyers. WEB2311V11Z
More InformationUncover tips and tricks for managing Inheritance Claims and approach these litigious matters with ease. Evaluate practical steps involved in claims, such as affidavit use and cost management. Review inheritance issues that arise from conflict with new partners and stepchildren. Explore cases involving adult children and estrangement, and assess the management of testamentary trusts with respect to family provision claims. Necessary mention of the Succession Bill 2021 (SA) will be included. WEB2311S01Z
More InformationAttend 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
More InformationLearn how to best navigate the challenges of the State Administrative Tribunal from an expert who specialises in guardianship matters and further explore best approaches to tackling common issues and challenges in estate actions. Understand mechanics of solemn forms of probate and investigate tips and tricks for challenging will validity on the basis of lack of capacity or undue influence. Don’t miss this toolkit of strategies for traversing intricacies of estate administration and probate. WEB2311W09Z
More InformationThis is it! Your last chance to square away your CPD points before the March 31st deadline! Don't fret if you've left it to the last minute – we've got you covered. Join us for a jam-packed day to fulfill your CPD requirements. With dedicated sessions across 10 key areas of law, including ethics, professional skills and practice management to ensure you achieve real learning outcomes. Earn all your CPD units in just one day. Secure your spot now before it’s too late! 243N57
More InformationBuilding on the success of our previous workshops, this program will elevate your proficiency in will drafting. It is designed to give you expertise, providing step-by-step guides for navigating complex issues in testamentary trusts. Unpack the nuances of will drafting, including how to deal with international assets, SMSFs and gifts. Your facilitators are both accredited specialists and will guide you through approaches and insights, drawing from case studies, legislation and exemplary clauses. 242N07
More InformationA trust is a common tool for advancing business objectives, investment planning and organising financial affairs. For a trust to effectively serve its purpose, lawyers must consider a plethora of factors impacting trustee resolutions and beneficiary decisions. Do not miss this gathering of legal experts and the opportunity to enhance your expertise. Join them as they unpack potential risks, discuss legislative treatments of financial agreements, and explore tax implications of trust entities. 243N06
More InformationIn today's dynamic legal landscape, a basic will no longer meet the diverse needs of all your clients. Join Paul Evans, a recognised Wills and Estates law expert for this comprehensive workshop, where you will acquire essential insights, real-world examples and clauses, effective strategies, and best practices to ensure your testamentary trust drafting expertise is always correct. 243N36
More InformationSuccession law is an evolving landscape. Join our thought leaders as they share the latest developments in the realm of estate planning, from pre and post death decisions to understanding gift and loan back arrangements. Level up your skills in wills and trusts drafting to manage unique family needs and protect your clients from the ever-present risk of estate claims. 243Q07
More InformationHere it is! Welcome back! By popular demand, we have top-notch experts ready to share the latest updates right here on the stunning Gold Coast. Our program is designed to keep you up-to-date in essential practice areas, ensuring you meet all your CPD requirements, including the mandatory units, in a single day. Join us for a day of convenience and 12 knowledge-packed sessions – it's going to be an outstanding day! 243Q10
More InformationMaximise your final opportunity to accumulate CPD points for the year by attending a session led by a panel of experts. They will provide you with the essential knowledge and skills required to enhance your professional expertise. This program includes 11 carefully selected topics that address key aspects of the legal landscape in 2024. In just one information-packed day, you can gain all the CPD points you need and reinforce your practice. 243Q28
More InformationChart your course in Wills & Estates with this in-depth seminar. Dive into the latest case law and estate planning updates. Pick up strategies for managing estate plans involving Division 7A loans, unwinding complex estate plans, drafting affidavits for litigation success, and application for Constructive Trust and Estoppel. 243V24
More InformationJoin us for an in-depth program to elevate your skills and knowledge in estate disputes and planning. Gain insights into effective estate dispute and litigation, from setting up an originating process to applying for Estoppel and Constructive Trusts and applying for Judicial Advice. Learn management strategies for estate plans involving company constitutions, financial statements and foreign assets, and blended families. Do not miss this comprehensive seminar that will equip you for the year ahead. 243W01
More InformationThis is your opportunity to gain all your CPD points all in one Saturday so you don’t miss a day out of your busy week. Featuring pre-eminent and leading silks, barristers and solicitors, you will hear the key updates across the main practice areas and all your CPD points, including ethics, professional skills & practice management for all Lawyers. WEB243V15Z
More InformationJoin our panel of speakers for an afternoon designed especially for Wills & Estates Lawyers to tick off your CPD core competency points before the 31 March deadline. Consider the issues surrounding how to assess or challenge testamentary capacity. Examine the ethical considerations that you need to be aware of in your role as a succession lawyer. Gain tips on best practice for how to manage your enduring Wills and Estates practice. WEB243W13Z
More InformationWant to make CPD easy this year? Then look no further. Attend the whole day live in Canberra and then choose your core competency session from our extensive list of online programs. The 10 CPD Points Bundle is specifically tailored for you with exceptional local experience and expertise in a variety of areas of law. Unpack the current concerns in estates law, family, property and commercial law. Plus, gain an update in contracts, consumer and employment law developments. 242C02
More InformationHave you left your CPD points to the last minute? Not an issue, we have you covered. 12 areas of law and 10 hours of CPD all in one day including the mandated core areas. You will be updated on the current issues no matter what walks through the door plus be CPD compliant. All facilitated by absolute experts in their areas of law. Attend the whole day or just the session that you need. 243V29
More InformationImmerse yourself in the information and updates that you need to know as a wills and estates lawyer at this premier event. Receive a comprehensive case update and discover the latest in contested probate and probate proceedings. Consider capacity from both the medical and legal perspectives. Gain those all-important core CPD units and hear topics that are tailored to ensure relevancy for estate lawyers and can be immediately applied to your practice. 243N26
More InformationIn the ever-evolving legal landscape, a standard will may fall short of meeting diverse client needs. Stay ahead by mastering the nuanced art of testamentary trust drafting, navigate diverse styles and precedents, and delve into specific clauses to ensure that your drafting caters effectively for unique client requests. Additionally, explore the intricacies of various taxes and uncover strategies to optimise your clients’ tax outcomes. 246W07
More InformationHone your skills and strategies for dealing with disputes and other complex issues that arise in your Wills & Estates practice with this in-depth seminar. Hear a succession update and tips on drafting affidavits in family provision claims. Learn more about promissory estoppel and how constructive and resulting trusts arise. Unpack tips to mitigate legal issues in the administration of complex estates and strategies to deal with elder abuse and removing executors. 246N03
More InformationJoin for an in-depth exploration of the ins and outs of family provision applications. Explore recent changes in Family Provision Supreme Court Procedure, understand eligibility criteria and the "needs" assessment in adult children claims, master defences against family provision claims and refine your family provision practice. Elevate your expertise in just one seminar! WEB249Q02
More InformationLeverage this unique opportunity to level-up your knowledge of family provision claims. In this seminar, you will explore the best conduct for family provision litigation, how to defend a family provision claim, and equitable remedies available to your clients. Additionally, our expert speakers will provide you with guides and strategies for managing a Section 95 release and what to do to ensure settlement between executor and plaintiff. 249N21
More InformationExplore the intricate world of estate planning with a rundown of recent family provision cases and practical concerns of mutual wills agreements. Navigate the twists of probate applications and delve into professional executorship options. Beware the subplot of elder abuse and capacity. Master the best financial options in estate planning as you uncover recent discretionary trust issues, taxation nuances and glean superannuation insights from recent decisions. 249V03
More InformationUncover practical knowledge and actionable solutions to ensure smooth, sustainable business transitions for your clients that are tax effective and that the structure aligns with their succession needs. Explore critical topics and gain essential skills and understanding to become the trusted advisor. WEB248N11
More InformationLeverage this unique opportunity to level-up your knowledge of family provision claims. Explore the best conduct for family provision litigation, how to defend a family provision claim, and equitable remedies available to your clients. Additionally, gain expertly created guides and strategies for managing a Section 95 release and what to do to ensure settlement between executor and plaintiff. 249W04
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