• October 2019

  • Tuesday, 29 October 2019
    29 Oct 2019 9:00am - 29 Oct 2019 4:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    Contact Reception on 03 8667 5667 to book your free 3rd place!

    This conference will be chaired by:

    Georgina Grigoriou, Barrister, Victorian Bar

     

    This conference covers complex Estates Litigation and Trusts issues and is designed for mid-senior level practitioners.

    Will Rectification Applications – Complex Probate Proceedings

    A court may make an order to rectify a will to carry out the intentions of a will maker, if the court is satisfied that the will does not carry out the will maker’s intentions where:

    • a clerical error was made, or

    • the Will does not give effect to the will maker’s instructions.

    This session will discuss the process and implications of rectification applications and will include:

    • Application for rectification of the will pursuant to Section 31 of the Wills Act (1997);

    • Seeking clarification of the will pursuant to Supreme Court (General Civil Procedure) Rules 2015;

    • Evidence of the will-makers intentions – the application process, preparing/ what is to be included in the Summons;

    • Time limitations in Victoria and other states and territories;

    • Outline of the deficiencies the court found in RE Hely; Application by Arbuthnot & Donohue (2018) VSC 614;

    • Recent case update.

    Presented by: Ines Kallweit, Principal Solicitor and Accredited Wills & Estates Specialist, KHQ Lawyers - Preeminent Wills & Estates Litigation Lawyer, Doyle’s Guide 2018.

    Crisp Orders and Portable Life Interests

    This session will cover:

    • What is a Crisp Order?

    • Pro’s and Con’s of Crisp Orders

    • When alternative accommodation is required for the surviving spouse – eg. Retirement village/aged care facility bond etc

    • Beneficiaries disputing Crisp Orders;

    • Issues arising in blended families;

    • Case studies.

    Presented by: Mercia Chapman, Senior Legal Counsel, Equity Trustees

    Challenging Superannuation Death Benefits – Remedies Available for Aggrieved Beneficiaries and Dependants

    Superannuation death benefits may make up a substantial pool of a deceased assets, and whether you are acting for the Executor or the beneficiaries, understanding the rules and dealing with the trustee of a superannuation fund is not straightforward. This session will discuss the rules surrounding a fund trustee’s decision and the remedies available to an aggrieved beneficiary or dependant. This session will cover:

    • The Superannuation Trustee’s discretion;

    • Preparing a death benefit claim;

    • Contesting a Superannuation Trustee’s decision;

    • Taxation of death benefits;

    • The Complaints and Appeals Process in the Courts;

    • The AFCA Approach to Superannuation Death Benefit Complaints;

    • Notable and recent cases.

    Presented by: Michael Clohesy, Principal Lawyer, Aitken Partners

    and

    Jack Conway, Associate, Aitken Partners

    Testamentary Trusts - Tax Benefits and Asset Protection

    A Testamentary Trust is created by a will and will come into effect when a person dies. Whether you have been instructed to draft a testamentary trust or act for a client who has received inheritance via testamentary trust, it is vital that the trust is implemented correctly and based on sound legal advice.

    This session will cover:

    • The tax benefits of testamentary trusts;

    • Tax planning and asset protection;

    • Dealing with vulnerable beneficiaries – minors, warring siblings, divorce, health issues including addiction, and/or disability;

    • Managing bankruptcy and litigation risk;

    • Income streaming;

    • The advantages and disadvantages of testamentary trusts;

    • Case updates and examples.

    Presented by: Jennifer Dixon, Practice Leader, Accredited Wills & Estates Specialist, Moores

    A Matter of Trust – Family Trust Disputes

    This session will cover the following:

    • The use of Discretionary Trusts in estate planning;

    • Vesting and CGT concerns;

    • Trustee duties;

    • Dispute resolution clauses;

    • “Unsatisfactory” allocations of income;

    • An overview of recent cases including Trani v Trani (2018) VSC 274.

    Presented by: Sandra Karabidian, Barrister, Victorian Bar

    Trust Deed Variation Clauses 

    This session will cover:

    • Interpreting Variation Clauses;

    • Tips when Drafting Variation Clauses and Powers;

    • Problematic Trust clauses;

    • Preparing Deeds of Declarations of New Powers;

    • Alternative options such as court powers, winding up the trust, new trust etc

    6.0
    $590.00
    Filling Fast!