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 17th Annual Estate Planning Conference

Conference,Estate planning,17th Annual Estate Planning Conference
Thursday 23 & Friday 24 March 2023

Crown Melbourne or Online

** Penfolds St Henri Offer - see below **

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Estate planners often have to find a balance between their clients' need for security and control versus the necessity for accommodating change. It's not always easy. This year's annual estate planning conference will cover this balancing act, along with other vital topics estate planners regularly encounter, such as where superannuation sits in the estate plan, distribution dilemmas and the taxation of trusts, as well as challenging discretionary trust decisions. It also examines the ongoing use of gift and loan back arrangements, as well as protecting the bank of Mum and Dad.

Day 1 - Thursday 23 March 2023

Creating Certainty in the Estate Plan

  • Location, Location: Estate Planning in a Shrinking World
  • More than a Matter of Housekeeping: Life Tenancies and Rights to Reside
  • The Death Knell for Gift and Loan Back Arrangements in Estate Planning?
  • Musical Chairs: Where to Sit Superannuation in the Estate Plan?

Trusts in the Estate Plan

  • Distribution Dilemmas and Taxation in Trusts - an Update
  • Let Go from the Get Go? Incremental Control Mechanisms in Testamentary Trusts
  • Not Happy Jan: Challenging Discretionary Trust Decisions

Day 2 - Friday 24 March 2023

Preventing Conflict and Managing Relationships

  • Preparing for the Long Haul: Intergenerational Family Business Planning
  • Singling Out Family Members in Estate Planning
  • The Loan Ranger: Protecting the Bank of Mum and Dad

Estate Planning for Older Clients

  • Eighty is the new 50: The Impact of “Ageing and Engaging” on Estate Planning
  • Keeping a Tight Hold of the Reigns in Enduring Powers of Attorney

Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane

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

Matthew Burgess, Director, View Legal, Australia

Jennifer Dixon, Principal, Moores, Melbourne

Daniel Smedley, Principal, Sladen Legal, Melbourne

Greg Russo, Partner, Featherbys Lawyers, Victoria

Ed Skilton, Partner, Sladen Legal, Melbourne

Emma Woolley, Partner, Hall & Wilcox, Melbourne

Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers, Melbourne

Justine Taylor, Principal Director, Uther Webster & Evans, Sydney

Patrick Ellwood, Director, Clover Law, Brisbane

Adeline Schiralli, Consulting Principal, Keypoint Law, Sydney

  • Excellent informed presenters sharing relevant practice information. A useful update as to current issues in the respective areas.
  • An impressive two days filled with great content.
  • My first Annual estates Conferences- so much interesting content - thanks.
  • Excellent mix of speakers and topics, well organised and took care to finish each session on time.

Lawyers (except WA):  11 CPD units (substantive law).

WA Lawyers:  6 CPD points (substantive law) being the maximum the LPGWA allow per event

Accountants:  11 CPD/Training yours.

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


If you register and pay by 10 February 2023 you will pay only $1903 – a saving of $275 off the full price conference registration fee of $2178.


If you register and pay for the 2-day conference by 16/12/22 you'll receive a bottle of Penfolds 2018 St Henri Shiraz - the 2021 wine of the year - (valued at $140) - in addition to the early bird price discount. 

"For me, this is the wine of the entire release. An extraordinarily good St Henri and I could not encourage winelovers to fill their cellars with this wine more strongly which will comfortably sit with 2010 and 2012. I have no doubt that in years to come, it will be considered as one of the greatest St Henri’s ever made. It really is that good.  Colour is black and purple. The aromas kick off with cloves and black olives. Dark chocolate, mulberries, cassis, leather, hints of tobacco leaves, truffles, beef stock and blackberries. Power and concentration. What is not to love? Right on form. Complex, balanced, very long and generous. Abundant silky tannins. This is perfectly structured. Balance is the key. The balance allows the wine to exhibit Audrey Hepburn elegance and Arnie Schwarzenegger power. This has decades ahead. A great St Henri." 99 points, Ken Gargett, Wine Pilot

The wine will be available for collection from the registration desk at the conference. We have a guaranteed delivery but in the unlikely event that we run out of stock due to high demand, we reserve the right to supply a wine of equal value.

If you need assistance or have an enquiry, please do not hesitate to contact our Conference Manager, Jenna Pickrell, on (03) 8601 7729 or email: jenna@tved.net.au

© Television Education Network Pty Ltd 2022

Product Code: MEPMAR23
 Price:   $1,903.00 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this conference is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.