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

Retirement 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

We’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

Immerse 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

Gone 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

Testamentary 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

Download 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

Take 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

Estates 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

Take 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

Together 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

This 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

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. 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

This 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

Estate 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

With 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

Expose 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

Avoid 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

Looking 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

Looking 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

Be 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

Master 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

Stay 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

We’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

Solutions 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

We’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

Seize 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

Immerse yourself in critical issues in the area of wills and estate disputes. Gain a deep understanding of equitable claims in estate litigation, testamentary discretionary trusts, current practice and procedure in family provision matters, how to deal with superannuation issues on death and the latest cases you need to know. You will walk away with the information you need and practical skills and strategies to bolster your practice.

Issues covered include: COA decisions, quantum, family provision, estate administration, estate taxation, discovery, distressed clients

Issues covered include: tax implications, testamentary trusts, family provision, drafting, dealing with creditors and former spouses, family trusts, superannuation, case studies .

Issues covered include: recent cases, informal will applications, taxation of deceased estates, new guardianship & administration laws, financial agreements under Family Law Act 1975, managing a wills and estates practice, Baker v Baker, client's capacity

Issues covered include: The Family Provision Act, The Adult Child as a Family Provision Claimant, Family Provision Claims in Blended Families:, Other Estate Litigation Cases and the Takeaways for Your Practice

Issues covered include: Superannuation and Estate Planning, Elder Abuse in the Estate Planning Context, Taking and Recording Instructions for Wills, Probate

Issues covered include: Testamentary trusts, drafting, toolkit,

Issues covered include: Family provision claims, family provision hearings, commencing family provision claim, evidence, expert evidence, claims, witness, estate practice,

Enter the world of complex estate planning and difficult disputes. Get up to speed on equitable undue influence, probate undue influence, and all that is breach of fiduciary duties. Examine mediation and documenting the resolution of estate litigation. Drill down on trusts and tax planning for high net worth clients and analyse judgments on promissory and proprietary estoppel and so much more. This is a must attend conference for wills and estate lawyers. 2111N32

Are 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

We’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

213N16: Make it easy on yourself by making this your one stop shop for everything you need for your wills and estates practice this CPD year. Review recent cases in informal wills, family provision, and probate. Gain insights on elder law issues, asset protection, estate planning and so much more. Attend the full day to earn your compulsory CPD units with unique sessions for wills and estates lawyers.

213N31: Work through hypothetical scenarios covering real world issues with a particular focus on asset protection, tax implications, and interaction with superannuation. Tackle drafting issues and concerns around family trusts and other structures. Identify these key issues, the optimal advice to give your clients, and then together create the documentation needed to put the plan into place. Have all your questions answered and perfect your practice in this critical area of estate planning.

213Q04: Navigate some of the critical issues that will be coming your way in the year ahead. Delve into the latest developments in family provisions and elder law issues including the new guardianship and administration laws, informal wills, mutual will agreements and SMSF death benefits. Attend the full day to earn your compulsory CPD units from the best in the field. This annual conference is not to be missed.

213Q13: The increase in diversity of assets held by individuals and the entities and structures associated with them means that estate planning has become a holistic exercise that extends beyond the preparation of a will for a client. An appropriately constructed estate plan should have regard to the full circumstances of the client, not only their assets and how they are held, but also to their family dynamic and the potential for disputes.

213W03: Catch up on recent developments and key issues for wills and estates lawyers from the last 12 months. Delve into the intricacies of mutual and informal wills, investigate family provision claims including estrangement and costs, understand the intersection of family law with wills and estates and examine critical guardianship issues.

213W04: This is a no fluff, all-strategy, must-attend seminar for all wills and estates lawyers. Delve into the tips and traps of SMSFs and family trusts in estate planning. Scrutinise the tax issues in testamentary and estate proceeds trusts. Acquire the critical need-to-know aspects of Enduring Powers of Attorney and financial elder abuse including solicitor obligations.

213W16: Acquire skills on aligning your business succession, SMSF and personal estate plans. Delve deep into the world of litigation costs in contested probate proceedings, Family Provision Act claims and trust litigation. Gain clarity on dealing with privilege and how to handle clients of questionable capacity or integrity. This is a must attend seminar for wills and estates lawyers involved in estate planning, administration and litigation.

Unravel the intricate hot spots of complex estate administration and probate. Decipher the difficulties of intestate estate administration. Gain insights on proving an informal will. Acquire steps to follow when approaching the court when dealing with uncertain and unknown beneficiaries. Review Benjamin Orders and gain lessons from recent Probate and Family Provisions cases. This annual event is a must-attend for all wills and estates lawyers. 216N33

Ensure your skills in managing the risk of disputes arising after death or loss of legal capacity in a blended family are updated. Master how to create & implement a plan of action for protecting your client’s superannuation from creditors & dealing with bankruptcy and super benefits upon death. Acquire strategies for balancing tax planning and asset protections for professionals at risk. This in-depth & focused event is not to be missed. 216W02

Estate planning challenges continue to mount in this new legal landscape. Explore enduring power of attorneys then review common mistakes of EPOA and conflict transactions. Dive into the procedure of challenging the validity of a will based on undue influence or lack of capacity. Master how to implement shareholder agreements for inter-generational businesses. This practical review is not to be missed by all wills and estate lawyers. 218Q03

With family provision claims on the rise, don’t miss this chance to review recent case law and emerging issues in family provision claims. Examine testamentary trusts with respect to family provision claims, review problems with civil procedure and the Family Provision Act, and consider how to challenge testamentary capacity & knowledge and approval of a Will’s contents. You won’t find a more in-depth and useful guide to family provision claims anywhere else. 219W03

Master the steps to take when your client lacks capacity with or without an enduring power of attorney (EPA) or enduring power of guardianship (EPG). What is the role of the State Administrative Tribunal? What is your role in assessing testamentary capacity? Explore inter-vivos and post-death asset protection techniques and protection of wealth using family trusts. In one info-packed afternoon you will master the strategies necessary to manage these issues throughout your client’s lifetime. 219W04

With 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

Gone 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

Are 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

Strengthen 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

It’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

Optimise 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

With 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

With 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

Seize 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

Perfect for all lawyers looking to begin or build their wills and estate law practice, this comprehensive & practical workshop will give you the knowledge and skills needed to effectively and efficiently draft a will. Experienced Accredited Specialists will walk you step by step through the strategies, procedures and requirements you need. Using concrete examples, legislation and cases, you will gain a toolkit for this critical step in estate planning.

Delve deep into solemn form applications for probate and solemn form proceedings. Gain an analysis of the latest succession law cases and trends that you need to know. Understand the intricacies around citations and unusual grants.. 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.

Examine how to deal with companies & trusts, including testamentary trusts, discretionary trusts, protective trusts and life interests. Delve into the intricacies of preparing a complex estate plan. Gain strategies for SMSFs including pre-retirement vs pensioner planning, taxes and the impact of equity. Understand options available for inter vivos and testamentary philanthropic vehicles. This is a must attend seminar for all wills and estates practitioners.

Prepare yourself to navigate the many new legal, regulatory & compliance risks facing the aged care and retirement village industries right now. Scrutinise the latest legislation in regulatory compliance and governance. Catch up on the critical employment law concerns now facing the industry. Consider how to manage disputes, elder abuse, & capacity issues. Consider care agreements and contracts in today’s environment. Examine emerging finance and funding issues.

This inaugural event will give you a solid grounding in the issues involved in the specialised and complex areas of the law of military compensation and veteran’s entitlement. With hundreds of thousands of veterans and members of the ADF, and their dependents, the issues presented here are of great relevance. Dive into the intricacies of the court and tribunal systems and get an overview of the military compensation scheme, all while understanding the unique mental health issues affecting veteran’s claims.

Video conferencing technology like Skype, WhatsApp, FaceTime and Zoom can now be used in NSW in the witnessing of critical legal documents like wills, powers of attorney, affidavits and statutory declarations under a new regulation made on 22 April 2020. Master how you can legally execute estate planning documents in the COVID-19 landscape whilst protecting vulnerable clients. Attend this webinar for a practical perspective from a wills and estates expert.

Issues covered include: execution of legal documents, COVID-19, technological impact

Issues covered include: Wills Act 1997, Powers of Attorney Act 2014, audio visual witnessing, electronic signatures, case studies

Issues covered include: taxation, trust, informal wills, superannuation death benefit

Issues covered include: letter writing, wills, Powers of Attorney, NCAT, estate administration, contested probrate, family provision claims

Issues covered include: probate procedure update, service in probate, recent probate decisions, executive dies, executive loses capacity, testamentary capacity, evidence of capacity, ususal probate applications, lost wills, recification of will, grants, tax in deceased estate, capital gains tax in estate, trusts and companies in wills, assets

Issues covered include: probate, caveat, estate disputes, passing over applications, family provision, beneficiaries, Trustee Act

Issues covered include: litigation, real property, client capacity

Issues covered include: business succession, companies, trusts, insolvency, variation of trusts, special disability trusts

Family provision claims continue to rise. Don’t miss this chance to review recent key decisions from the NSW Supreme Court and Court of Appeal and how they are applicable in your practice. This is a must attend seminar for wills and estates practitioners.

Explore the risks and practical challenges that practitioners are facing right now with how the electronic signing and witnessing of digital documents is playing out in practice. Gain a practical guide into signing wills, powers of attorney, affidavits and statutory declarations electronically. Examine who is considered a special witness, ensuring a document’s validity, what to include in Certificates of Special Witness and how to manage the related risks that are tripping up practitioners right now.

Gain answers to your clients’ questions on gifting, transferring & protecting real property. Acquire strategies for clients with changed circumstances, including how to structure documents and administer deceased estates differently during a recession. Finally, develop a proactive multi-dimensional plan of action before your client loses capacity, and explore the impact of loss of capacity on SMSFs and family trusts.

Gifting, transferring and protecting real property as part of your client’s estate plan, will be addressed in this session. You will examine the distinction between life interests and right to occupy, then review the pros and cons of protecting real property using testamentary trusts.

Australia is in recession for the first time in 29 years, discover what advice you should be giving your clients right now. How do you deal with beneficiaries with changed circumstances? How can they take advantage of the economic conditions? You will gain insights on key changes in estate administration and how to circumvent estate litigation risks. This is a must attend seminar for wills and estates lawyers.

Examine the complexities of superannuation in estate matters. Explore when the superannuation is part of the estate depending on the superannuation fund. In addition, delve into the obligations of the personal representative when discretion exists and other practical issues.

Master how to deal with variations of trust deeds when circumstances change. Examine what to look for in a review, essential clauses, the terms of any variation power, and when to rely on a variation power to amend a trust instrument. Gain insights on adding and removing beneficiaries, settlement versus resettlement, transfer duty implications, vesting issues, trustee powers, beneficiary considerations and more. This session is a must attend for all commercial, corporate and wills & estates practitioners.

Develop a proactive multi-dimensional plan of action before your client loses capacity. Explore capacity issues and the ramifications on wills for gifted properties. Review financial enduring powers of attorney then delve into the impact of loss of capacity on SMSFs and trusts. This is a must attend seminar for wills and estates lawyers.