Elder Law, Capacity and Succession

This 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

Here 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

Maximise 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

This 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

Has 31 March come around sooner than expected? Would you prefer to complete all your CPD requirements in a single day instead of piecing together CPD units gradually? Are you interested in attending the entire day or just a few specific sessions? Do you want the flexibility to attend some sessions in person and others online? Do you want to stay current with the latest legal updates? If your answer to any of these questions is 'yes,' then this program is for you! 243S01

This 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 an intensive, one-day CPD marathon covering 10 crucial areas of law, from ethics and professional skills to practice management. Secure your spot now before it's too late and ensure you're fully compliant by the deadline. 243W04 

Want 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

Have 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

Now in its 12th year, the Parramatta 10 Points in One Day Conference is developed and curated to keep you abreast of new laws, trends and practical guidance from subject matter experts. With a broad range of topics included, you won’t have to travel to the CBD to gain in-person updates in the practice areas of your choosing, plus achieve your compulsory Ethics, Professional Skills and Practice Management requirements. Attend for the full 10 hours or only the sessions most relevant to your practice. 242P01

Immerse 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

In 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

Hone 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

Join 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

Leverage 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

Explore 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

Uncover 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

Leverage 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

Building 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

Join 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

In 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

A 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

Join 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

Chart 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

Succession 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

Walk 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

Gain 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

Brush 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

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

Receive 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

Walk 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

Before 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

This 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

Uncover 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

Learn 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

Uncover 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

Ensure 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

Following 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

Attend 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

Designed 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

Take 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