10th Annual Melbourne Wills and Estates Conference e-book

Succession lawyers have the challenging task of balancing client needs with difficult family dynamics, complicated asset structures and tax considerations. TEN The Education Network’s 10^th annual wills and estates conference will address these challenges, along with other key issues which have dominated the succession law landscape in the last twelve months, including keeping superannuation trustees on the straight and narrow, family provision cases and non-biological children, as well as disappointed beneficiaries and broken promises.

Creating the Will

• Anoint and Appoint: Key Clauses in Testamentary Trust Deeds
• Be Careful What You Wish for: Statements of Wishes in the Firing Line
• It’s a Small World After All: Asset Location in Wills and Estates
• The New Frontier: Digital Currency Disposition

Financial Issues in the Succession Plan

• Keeping Superannuation Trustees on the Straight and Narrow
• When the Cupboard is Bare: Administration of Insolvent Estates

Managing Risks to the Succession Plan

• In for a Penny, in for a Pound: Family Provision Claims and Non - Biological Children
• Are Promises made to be Broken? Options for Disappointed Beneficiaries
• Attorney Wheeling and Dealing with Estate Assets

3 Compulsory CPD Topics

• Professional skills - Shades of Grey: Professional Responsibility for Determining Capacity
• Practice Management Business Skills - Electronic Documents, the Digital Age and the Succession Law Practice
• Ethics and Professional Responsibility - Practitioner Executors Dealing with Estate Assets: Practical Ethical Dilemmas