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.

The conference also includes a presentation on each of the compulsory subjects so most practitioners can earn their 10 CPD units subject to your professional body rules.

Day 1 - Thursday 16 February 2023

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

Day 2 - Friday 17 February 2023

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

Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane, Qld

Paul Evans, Partner, Makinson d'Apice Lawyers, Sydney, NSW

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

Kimberley Martin, Director, WMM Law, Hobart, Tas

Nathan Yii, Principal Lawyer, Chartered Tax Advisor/SMSF Specialist Advisor, Nathan Yii Lawyers, Melbourne, Vic

David Topp, Barrister, Bank of New South Wales Chambers, Brisbane, Qld

Andrew Verspaandonk, Barrister, Victorian Bar, Melbourne

John Armfield, Barrister and Mediator, Wentworth Chambers, Sydney, NSW

Scott Whitla, Partner, McCullough Robertson Lawyers, Brisbane, Qld

Carolyn Sparke KC, Barrister, Svenson Barristers, Melbourne, Vic

Margaret Arthur, Special Counsel, HopgoodGanim Lawyers, Brisbane, Qld

Ines Kallweit, Principal, KHQ Lawyers, Melbourne, Vic

Eleanor Coates, Barrister, Victorian Bar, Melbourne, Vic

Dr John de Groot, Special Counsel, de Groots Wills & Estates Lawyers, Brisbane, Qld

• Great speakers, comprehensive papers, a good mix of topics.
• Relevant and informative.  I wish I had the benefit of this conference 30 years ago.
• Quality papers, interesting topics and presenters who were engaged with their subject matter.
• The Melbourne Wills & Estates Conference is always very well run with interesting & relevant speakers, and the 9th annual conference was no exception.