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When it comes to expert estate planning and probate you are expected to know how to skilfully handle any complication or dispute that arises. Master how to do just that as our vaunted speakers cover blended families, tax, testamentary trusts, business assets, problematic and unusual probate issues, and much more. Receive practical information, realistic examples and relevant legal updates that will enhance your mastery of this area.
Attend and earn 7 CPD units including:
5 units in Substantive Law
2 units in Professional Skills
This conference was recorded in VIC on 12 September 2018
Estate Planning and Asset Protection Strategies
Chair: David Davis, Principal, David Davis & Associates
9.00am to 10.00am: Estate Planning for Blended Families
Gain the tools needed as complex family situations become the norm.
Presented by Anna Hacker, National Manager - Estate Planning, Australian Unity Trustees Legal Services; Accredited Specialist in Wills & Estates
10.00am to 11.00am: Managing the Taxation Obligations and Affairs of the Estate
Presented by Dr Bill Orow, Barrister, Greens List
11.00am to 11.15am Morning Tea Break
11.15am to 12.15pm: Business Assets and Interests: Business Needs vs Beneficiary Wants
Presented by Jim Parke, Managing Director, Parke Lawyers; Accredited Specialist in Business Law; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2017
12.15pm to 1.15pm: Utilising Testamentary Trusts for Intergenerational Asset Management and Protection
Presented by Lachlan Wraith, Barrister, Foley's List
Problematic Probate Applications
Chair: Rachael Grabovic, Partner, Rigby Cooke Lawyers; Accredited Specialist in Wills & Estates; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2017
Professional Skills
2.00pm to 3.00pm: Challenging a Grant of Probate: Problems at the Beginning and End
Presented by Peter Pascoe, Barrister, Greens List
Professional Skills
3.00pm to 4.00pm: Seeking a Grant of Probate in Solemn Form: The Tricky Parts
Presented by Daniel Kelliher, Wills & Estates Specialist, Eastern Bridge Lawyers; Leading Wills and Estates Lawyer, Doyle’s Guide 2017
4.00pm to 4.15pm Afternoon Tea Break
4.15pm to 5.15pm: Costs in Contested Probate Proceedings
Presented by Antonella Terranova, Solicitor, Castra Legal Costing Pty Ltd