12th Annual Estate Planning Conference
Thursday 15 and Friday 16 March 2018
Intercontinental Melbourne the Rialto Hotel
-309 DAYS
.   .

Advisors have the challenging task of grappling with client demands for certainty and control with the need for flexible planning that can adapt to changing circumstances.  The 12th annual estate planning conference will address this challenge, along with other key issues estate planners face, including passing control of family trusts, trust variations, and the impact of financial agreements on the estate. It will also review key issues with superannuation and estate planning following the reforms.

Thursday 15 March 2018

Control and Capacity Issues in Estate Planning

  • Passing Control of Family Trusts to the Next Generation: Avoiding WWIII
  • Maintaining Control When the Appointor Loses Capacity
  • Estate Planning for Someone Who Has Lost Capacity: Determining and Maintaining Control 
  • Trust Variations in the Context of Estate Planning

Asset Protection in Estate Planning

  • Implications of Relationship Creation and Breakdown on Estate Planning
  • Bankruptcy and Estate Planning
  • Financial Agreements and their Impact on Estate Planning

Friday 16 March 2018

Estate Planning Nuts and Bolts

  • Dealing with Loan Accounts and Unpaid Present Entitlements in the Estate Plan
  • Unscrambling the Eggs - When the Estate Planner Recommends a Restructure
  • Estate Planning for Super Death Benefits Post Super Reforms

Estate Planning in Difficult Family Situations

  • Family Farms and Sibling Rivalry: Managing the Estate Plan
  • The Elderly, Share Houses and the Caring Child

Andrew O’Bryan, Partner, Hall & Wilcox, Melbourne

Paul Paxton-Hall, Director, Paxton-Hall Lawyers, Brisbane

Peter Worrall, Director, Worrall Lawyers, Hobart

Craig Spink, Principal, Spink Legal, Brisbane

Matthew Burgess, Director, View Legal

Stephen Lynch, Director, Somerville Legal, Sydney

David Topp, Barrister, Queensland Bar, Brisbane

Robert Monahan, Principal, Monahan Estate Planning, Sydney

Bernie O’Sullivan, Principal, Bernie O’Sullivan Lawyers, Melbourne

Daniel Smedley, Principal, Sladen Legal, Melbourne

Leanne Spiteri, Director, Mutual Trust, Melbourne

Jennifer Dixon, Principal, Moores, Hawthorn, Vic

Kylie Wilson, Partner, Holding Redlich, Brisbane

Brian Herd, Partner, CRH Law, Brisbane

  • Fantastic! So many topics covered in a very thorough manner. Many things to think about!
  • Superb speakers, meaty topics.
  • Good quality papers and presenters. Excellent venue.
  • Excellent speakers - perfect organisation - good atmosphere - excellent location.
  • Good range of topic and good networking.
  • Relevant and up to date information and speakers who know their material and deliver well.
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email: jenna@tved.net.au
Product Code: MEPMAR18
 Price:   $2,035.00 (Inclusive of GST)
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