About the webinar
Brine v Carter found that an executor seeking a super death benefit for himself had a conflict between interest and duty. This case is a warning to executors who think they can simply claim the deceased’s super. This session looks at the issues involving conflicts of duty concerning executors and includes:
- Understanding the potential scope of Brine v Carter and McIntosh v McIntosh – does it extend to:
- control of the SMSF?
- Estate planning implications of these decisions for clients with super in retail and industry funds
- Why BDBNs aren’t always the answer
- Ensuring the will enables family members to claim – what needs to go in the will
- Can will drafting overcome the Brine v Carter problem?
- SMSFs and the role of the decision maker of the fund – how does this interplay with the role of executor?
- SMSFs – is it better just to sidestep the will in death benefit planning?
Who should attend
This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
Greg Welden, Principal, Welden & Coluccio Lawyers, Prospect, SA
Admitted to the Supreme Court in 1998, Greg Welden brings a wealth of experience to his firm. The early years of his career were spent in Port Augusta where he developed a solid grounding in all facets of the Law. He returned to his home town of Adelaide in 2007, where, working in both small and large firms, he was able to develop his passion for Estate Law. Today, Greg shares with clients an intimate knowledge of all facets of Estate Planning and Estate Administration, including complex asset protection strategies, business succession planning, complicated Probate matters in all circumstances, estate administration and litigation including Inheritance Claims and Probate Disputes (invalid Wills).
As a member of the Law Society of South Australia he actively participates on the Succession Law Committee.
Greg regularly provides seminars to members of the public, community groups, professional bodies including other solicitors and has written articles in publications for solicitors dedicated to Estate Planning.
Who should attend
Live webinar delegates will receive a CPD certificate for attendance at this webinar. Lawyers can claim up to 2 CPD [CLE] units/points – substantive law. This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.