First Annual September Estate Planning Conference

Thursday 14 and Friday 15 September 2017

Sheraton Grand Mirage Resort, Main Beach, Gold Coast

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.

The conference includes a one-hour “Ask the Experts” panel discussion.  Three of the best known names in estate planning will be asked to comment on five important issues selected from questions submitted by delegates to the conference.

Thursday 14 September 2017

Balancing Flexibility and Control in Estate Planning

Morning Chair:  Paul Paxton-Hall, Director, Paxton-Hall Lawyers, Brisbane

  • 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

Estate Planning and Superannuation

Afternoon Chair:  Gary Lanham, Special Counsel, Minter Ellison, Brisbane

  • 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.

Friday 15 September 2017

Preventing Conflict and Managing Relationships

Morning Chair:  Gary Lanham, Special Counsel, Minter Ellison, Brisbane

  • 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

  • Ask The Experts - in this session, a panel of three experts will comment on five issues selected from questions submitted by delegates to the conference - Craig Spink, Principal, Spink Legal; Robert Monahan, Principal, Monahan Estate Planning and Jennifer Dixon, Principal, Moores
  • 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

Feedback from the Melbourne version of this conference held in March 2017

  • Fantastic! So many topics covered in a very thorough manner. Many things to think about!
  • Overall, excellent presenters and relevant material.
  • Superb speakers, meaty topics.
  • Relevant and up to date information and speakers who know their material and deliver well.
  • Good range of topic and good networking.
  • Great speakers, relevant topics.
  • Very informative, good speakers.

Early Bird Registration

If you register and pay by 31 July 2017 – you will pay only $1705 ($1550 + $155 GST) – a saving of $275 off the full priced registration fee of $1980.

Product Code: GEPSEP17
 Price:   $1,705.00 (Inclusive of GST)
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