First Annual September Estate Planning Conference

Thursday 14 and Friday 15 September 2017

This conference is a repeat of our annual estate planning conference that was held in Melbourne in March 2017.  We are repeating it on the Gold Coast for those who couldn’t get to the March event.

Estate planners have the unenviable task of weighing up the client’s need for certainty and control with the need for flexibility to accommodate the vicissitudes of life. It can be a difficult balancing act. This conference will address this challenge, along with other key issues estate planners face, including aged care planning and minimising family friction over the estate. It will also review key issues with superannuation following the 2016 Federal Budget.

Balancing Flexibility and Control in Estate Planning

  • Structuring Testamentary Trusts to Bulletproof the Estate Plan - Craig Spink, Principal, Spink Legal, Aspley, Qld
  • Umbrella Trusts: Novel Concept, Bespoke Opportunity - Matthew Burgess, Director, View Legal, Brisbane
  • Enduring Powers of Attorney: Their Risks and Problems in Estate Planning - Frances Fredriksen, Senior Associate, McCullough Robertson Lawyers, Brisbane
  • Aged Care Planning as Part of Your Estate Plan - Brian Herd, Partner, CRH Law, Brisbane

Theme: Estate Planning and Superannuation

  • Super Reform: Pension Planning and Reversionary Pensions Explained - Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts, Sydney
  • Brine v Carter: Its Implications for Superannuation Estate Planning - Greg Welden, Principal, Welden & Coluccio Lawyers, Prospect, SA
  • Getting Creative with Super - Jennifer Dixon, Principal, Moores, Hawthorn, Vic.

Preventing Conflict and Managing Relationships

  • Avoiding Family Friction: Plan Ahead! - Scott Whitla, Partner, McCullough Robertson, Brisbane
  • Severing Joint Tenancies: Get it Right Before You Go - Michele Sheehan, Principal, Sheehan & Co Solicitors, Chinchilla, Qld
  • Family Law, Inheritance and Asset Protection - The Hon. Judge Geoffrey Monahan, Federal Circuit Court of Australia, and Robert Monahan, Principal, Monahan Estate Planning, Sydney

Contemporary Challenges for the Estate Planner

  • Online Estate Planning, the Modern Estate Planning Retainer and Lawyers’ Obligations Post Calvert v Badenach - John de Groot, Special Counsel, de Groots Wills & Estate Lawyers, Brisbane
Product Code: E/PGEPSEP17
 Price:  $176.00 (Inclusive of GST)