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Succession lawyers face an ever-evolving landscape where client needs intersect with complex family dynamics, intricate asset structures, and the ever-present danger of clawback risks. TEN The Education Network’s 14th Annual Wills and Estates Conference tackles these challenges he........

Date/Time

Thursday 17 & Friday 18 August 2023

RACV Royal Pines Resort, Gold Coast

About the Conference

Succession lawyers face an ever-evolving landscape where client needs intersect with complex family dynamics, intricate asset structures, and the ever-present danger of clawback risks. TEN The Education Network’s 14th Annual Wills and Estates Conference tackles these challenges head-on and explores the pressing issues that have shaped the realm of succession law in the past year. It includes a deep-dive into the future of discretionary family trusts following the seminal decision of Owie, medico-legal insights into testamentary capacity, as well as how to best mitigate the risks with digital wills.

Day 1 - Thursday 17 August 2023

Crafting the Succession Plan

  • Discretionary No More? The Future of Discretionary Family Trusts Post-Owie
  • Managing Super Following the Death of the Member
  • Digital Disruption: Mitigating the Risks in the Digital Succession Plan
  • Testamentary Capacity, Cognitive Decline and Ageing Clients: Medical and Legal Insights

Administration Issues and Challenging the Will

  • Appointing Administrators in Deceased Estates: When, How and Doing it Right
  • Estate Administration Litigation: Sharpening Your Skillset When the Gloves Come Off
  • Lawyers As Executors: If You’re Going To Do It, Do It Right


Day 2 - Friday 18 August 2023

Rights and Entitlements

  • I Have a Right to Know… Don’t I? Beneficiary Rights and Entitlements to Information
  • Breaking the Chain: What Happens Next When A Trustee Is Improperly Appointed
  • Documenting Settlement Agreements Reached at Mediation

Challenges in Practice

  • Everyone Makes Mistakes: Trouble-shooting Errors in the Succession Plan
  • Notional Estate: Protecting Your Client's Assets and Minimizing Clawback Risks for NSW Non-residents and Non-NSW Assets

The Faculty

Andrew Verspaandonk, Barrister, Victorian Bar, Melbourne

Nathan Yii, Principal Lawyer, Nathan Yii Lawyers, Melbourne

Lindsay Ellison SC, Barrister, Wardell Chambers, Sydney

Hayley Bennett, Barrister, New Chambers, Sydney

Angela Cornford-Scott, Director, Cornford-Scott Lawyers, Brisbane

Carolyn Sparke KC, Barrister, Victorian Bar, Melbourne

Stephen Lynch, Director, Somerville Legal, Sydney

Jennifer McMillan, Manager, Practice Support Services, LawCover, Sydney

John Armfield, Barrister, Second Floor Wentworth Chambers, Sydney

Christian Teese, Special Counsel, Rigby Cooke Lawyers, Melbourne

Paul Evans, Partner, Makinson d’Apice, Sydney

Kimberley Martin, Director, WMM Law, Hobart

Asheetha Jelliffe, Partner, Bridges Lawyers, Sydney

Adrian Bailey, Principal, Cleary Hoare, Sydney

Kylie Wilson, Partner, Holding Redlich, Brisbane

Feedback

  • Very informative and a good opportunity to meet other practitioners in the same area.
  • Great program, very well chaired and organized, interesting topics and excellent speakers in an amazing venue.
  • This is the first conference of this kind that I have attended -- some great presenters with in-depth experience in the areas that they discussed, and some really good take-aways that we will look to implement in our office/documents/client experiences.
  • Top shelf quality as always. Thank you.

CPD Certificate

Lawyers (except WA):  11 CPD units for attending the conference (all substantive law).

WA Lawyers:  6 CPD points (substantive law).  WA practitioners can claim 6 CPD points for attending the conference (being the maximum allowable by the LPBWA per event).  TEN is an accredited CPD provider.

All delegates attending the conference will receive a CPD Certificate confirming attendance.

Registration Special Offer

Multiple registration discount

Discounts are available for multiple registrations:  The more you send, the greater the discount.  You can access the discount by contacting our Event Coordinator to organise your registrations (details below).

  • 3 registrations – 5% discount for each delegate
  • If you register 4 people at the same time you are entitled to a 10% discount for each delegate
  • If you register 5 people or more people at the same time you are entitled to a 15% discount for each delegate.

One-day only? We do accept bookings for attending one day only (either day 1 or day 2).  To organise a one-day booking, please contact our Event Coordinator (details below).

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Event Coordinator, Hayley Williams-Cameron, on (03) 8601 7730 or email:  hayley@tved.net.au

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