Both: 13th Annual Estate Planning Conference and 1st Annual Estate Planning Intensive: Tax Issues in the Estate Plan
Wednesday 27, Thursday 28 and Friday 29 March 2019

Sheraton Melbourne Hotel

-24 DAYS
.   .

Estate planners know that, above all else, clients expect certainty in their estate plan. However, certainty can be hard to come by, and the lack of flexibility to fix problems or adapt when the client’s circumstances change can also create problems. This year’s annual estate planning conference will address how to best ensure certainty in estate plans, including the traps of death benefit nominations, providing for blended families and multi-generational business structures in the estate plan. It will also review how estate planners can minimise potential challenges and the role of equitable remedies in compromising the estate plan.

This year, we are also offering an optional pre-conference intensive which will focus on the effective use of rollovers and CGT concessions in estate planning.

Wednesday 27 March 2019

This optional pre-conference intensive will feature three sessions focussing on the effective use of rollovers and CGT concessions in estate planning.

  1. Estate Planning Using the Small Business 15-Year Exemption
  2. Using the Small Business Restructure Rollover for Business Succession
  3. Understanding the Scope and Limits of Division 128 (CGT Rollover on Death)

Thursday 28 March 2019

Impact of Children and Family Dynamics on the Estate Plan

  • The Wisdom of Solomon - How to Ensure Equalisation in Estates
  • Options for Protecting Beneficiaries with Disabilities in the Estate Plan
  • Dodging the Traps with Inter-Generational Living Arrangements
  • Estate Planning for Second Spouses and Children of First Marriages 

Control Issues in Estate Planning

  • Dividing up the Family Pie: Trust Splitting Changes and the Estate Planning Implications
  • Establishing Multi-Generational Business Structures in the Estate Plan
  • Death Benefit Nominations for Self-Managed Superannuation Funds: What are the Pitfalls?

Friday 29 March 2019

Tidying Up Assets in the Estate Plan

  • Taking Care of Business in the Estate Plan
  • Estate Planning Strategies when the Family Trust is Vesting
  • Digital Life and Death - Can the Show Go On?

Managing Disputes

  • Bullet-Proofing Your Estate Plan to Minimise Challenges
  • The Role of Equitable Remedies in Compromising Estate Planning

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

Steve Grant, Director, Merthyr Law, Brisbane

Jennifer Dixon, Principal, Moores, Hawthorn, Vic.

John de Groot, Special Counsel, de Groots Wills & Estate Lawyers, Brisbane

Nathan Yii, Director, Nathan Yii Lawyers – Structuring & Estate Planning Law, Melbourne

Matthew Burgess, Director, View Legal

David Foulds, Director – Estate Planning & Superannuation, Pitcher Partners, Melbourne

Kylie Wilson, Partner, Holding Redlich, Brisbane

Paul Evans, Partner, Makinson d’Apice Lawyers, Sydney

Daniel Smedley, Principal, Sladen Legal, Melbourne

Robert Monahan, Principal, Monahan Estate Planning, Sydney

Scott Whitla, Partner, McCullough Robertson Lawyers, Brisbane

George Kolliou, Director, AG Tax Lawyers, Melbourne

Damian O’Connor, Principal, Tax + Law, Brisbane

Edward Skilton, Special Counsel, Sladen Legal, Melbourne

Susan Young, Principal, Susan Young Tax Training, Brisbane


73% of respondents were very satisfied with the conference and 27% were quite satisfied, yielding an overall result for the event of 4.7 out of 5, an excellent result.

  • The content and facilities are always high quality and this is why I come to this conference.
  • It was a well organised and thoughtfully constructed program.
  • Provided detailed information on a broad range of current and complex issues.
  • Topics very relevant and speakers very knowledgeable.
  • High quality of technical info.
  • Very up to date in current estate planning.
If you need assistance or have an enquiry, please do not hesitate to contact our Conference Coordinator, Jenna Pickrell on (03) 96702055 or email:
Product Code: MEXMAR19
 Price:   $2,805.00 (Inclusive of GST)
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