11th Annual Estate Planning Conference

Thursday 23rd and Friday 24th March 2017
The Langham, Melbourne

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 year’s annual estate planning conference will address this challenge, along with other key issues estate planners face, including cross border estate planning, aged care planning and minimising family friction over the estate. It will also review key issues with superannuation following the 2016 Federal Budget.

For the first time, the conference will include 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 23 March 2017

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 - Jennifer McMillan, Lecturer, College of Law, Sydney
  • Aged Care Planning as Part of Your Estate Plan - Brian Herd, Partner, CRH Law, Brisbane

Estate Planning and Superannuation

Afternoon Chair:  Michael Hay, Partner/Executive Director – Tax Consulting, Pitcher Partners, Melbourne

  • 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, Melbourne
  • Managing Pensions Following the Budget Changes – Pension Planning and Reversionary Pensions - Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts, Sydney

Friday 24 March 2017

Preventing Conflict and Managing Relationships

  • Avoiding Family Friction – Plan Ahead! - Daniel Smedley, Principal, Sladen Legal, Melbourne
  • Severing Joint Tenancies: Get it Right Before You Go - Michelle Meyer, Consulting Principal, Keypoint Law, Sydney
  • 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 - Allan Swan, Director, Estate Planning Equation, Melbourne; Peter Bobbin, Managing Principal, Argyle Lawyers, Sydney and Bernie O’Sullivan, Principal, Bernie O’Sullivan Lawyers, Melbourne
  • 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
  • Cross Border Estate Planning - Sophie Cohen, Consultant, View Legal, Melbourne

Feedback from the last conference

  • The TEN standard continues to be excellent. Quality, professional speakers with well thought out papers. Thanks.
  • Good papers, interesting subjects and topics, well presented.
  • Excellent speakers and a well balanced program.
  • Clear speakers, topics well set out and each of the speakers passionate about helping their colleagues.
  • Again well done by the team for a seamless rollout in year 10.

Product Code: MEPMAR17
 Price:   $1,980.00 (Inclusive of GST)
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