• June 2019

  • Thursday, 27 June 2019
    27 Jun 2019 9:00am - 27 Jun 2019 4:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    Sponsored by:

     

    Drafting Mini-Masterclass  

    The session will address drafting issues involving:

    Business and Company Owners:

    What are the essential issues to address with your client when drafting wills and related documents, in cases where businesses and companies would be vulnerable should your client pass away. This is particularly important in cases where the client is the driving force behind the business or company.

    Squabbling Siblings:

    Drafting a Will can be an emotional process for parents whose children do not get on. This is particularly difficult where there is a history of family violence between siblings. This session will address how the will may be drafted to provide for separation of siblings throughout the administration process and advice to assist parents in discussing these issues with their children.

    These important tips can make all the difference!

    Presented by: Jennifer Maher, Principal Laywer, Accredited Wills and Estates Specialist, KCL Law

    Advising on Trusts - The Finer Points  

    Why and when might you choose them? How do they work and what are the Pros and Cons including Tax Implications? This session will provide guidance on these questions by reference to the following options:

    • Superannuation Proceeds Trust (SPT)
    • Superannuation Minor’s Trust/ Minor’s Trust
    • Disability Trust
    • Injury or Compensation Trust
    • Testamentary Trust
    • Charitable Trust
    • Constructive Trust Claims

    Presented by: Carolyn Sparke QC, Barrister, Victorian Bar

    Your Indispensable 2019 Case Update  

    Our presenter will outline significant recent cases including cases dealing with:

    • Deceased estates;
    • Trusts; 
    • Capacity; 
    • Revocation

    and more.

    Presented by: Philip BenderBarrister, Victorian Bar

    Legislative Update and Developments – An Essential 2019 Guide   

    This session will provide an essential update of legislative developments including:

    Guardianship and Administration Bill 2018;

    Oaths and Affirmations Act 2018

    And commentary on the ongoing impact of:

    Voluntary Assisted Dying Act 2017 (Vic).

    The Medical Treatment Planning and Decisions Act 2016

    Presented by: William Moore, Partner, Hall & Willlcox

    Early Inheritance Syndrome - How to Recognise the Symptoms and Manage the Risk  

    Potential beneficiaries can use various methods to pressure and influence a testator to allow early access to entitlements before death. This is most likely to arise in cases where elderly parents are pressured by adult children to run down or deplete the estate by improper use of power of attorney, pressure to amend a will or appropriating personal property often without other beneficiaries knowing this has taken place.  How should you best advise your client when you suspect that either they are being influenced prior to will drafting or that beneficiaries are trying to use various means to gain early access to estate assets.

    What are the options to advise your beneficiary clients in cases where they believe the estate has been accessed by other beneficiaries prior to the testator’s death?

    This session will address these issues and provide guidance on the signs, symptoms and management of Early Inheritance Syndrome.

    Presented by: Ines Kallweit, Principal and Accredited Wills & Estates Specialist, KHQ Lawyers

    Personal Representatives and Personal Liability 

    When can a Personal Representative be held personally responsible on distribution of assets?  The question of whether a Personal Representative has notice of an estate debt may not always be straightforward. This session will discuss the risks and consequences of an incorrect distribution and ways to reduce risk.

    Presented by: Justin Rizzi, Barrister, Victorian Bar  

    Alternatives to a Part IV Applications 

    This session will outline the alternative claims on an estate other than a Part IV application.

    Ethical Decision Making - Not Always Obvious  

    Ethical dilemmas can sometimes be clear but other times can be subtle and creep up over time. It is often those times when a practitioner feels backed into a corner and pressured to make a wrong call.  Our presenter will outline the obvious and not so obvious warning signs that can signal an ethical problem.  

     

    6.0
    $665.00
    Filling Fast!
  • July 2019

  • Monday, 22 July 2019
    22 Jul 2019 9:00am - 22 Jul 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop provides an essential overview of Estate Planning from initial consideration of options, through to executors responsibilities, death benefits trusts and more. Gain confidence to be able to operate more effectively in this complex area.

    Topics covered are:

    •     Ownership - 4 key types
    •     Key planning issues
    •     Superannuation death benefits
    •     Drafting exercise - binding death benefit nomination
    •     Estate planning and existing family/hybrid trusts
    •     Key attributes for wills and testamentary trusts
    •     Drafting exercise - beneficiary controlled testamentary trust
    •     Vulnerable beneficiaries
    •     Means tested pension eligibility - operation of deeming rules
    •     Income tax concessions
    •     Capital gains tax
    •     Enduring powers of attorney
    •     Philanthropic or charitable trusts
    •     Executors' responsibilities
    •     Insurance death benefits trusts
    •     After the event estate planning

     

    Presented by: Allan Swan, Director - Estate Planning EQUATION – Preventative Law

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • August 2019

  • Thursday, 8 August 2019
    8 Aug 2019 9:00am - 8 Aug 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop is designed to provide a solid foundation for those wishing to practice in this area. The program includes:

    • Intestacy
    • Domestic partners
    • Using will precedents
    • Common drafting practices
    • Considerations in preparing a will
    • Codicils
    • Execution
    • Revocation
    • Alteration
    • Rectification
    • Wills storage
    • Testamentary capacity
    • Undue influence
    • Executor's duties
    • Executor's commission
    • Powers of trustees
    • Essential and optional provisions and clauses
    • Costing the file
    • Basic estate planning
    • Legal professional responsibilities
    • Powers of Attorney

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • Thursday, 29 August 2019
    29 Aug 2019 9:00am - 29 Aug 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This Workshop is designed to build your confidence and equip you with the necessary knowledge and skills in this sometimes complex area.

     
    The program includes:

    • Applications for grants of probate and letters of administration
    • Role of executor and administrator
    • Advertising
    • Preparing documents
    • Asset collection
    • Transfers of real estate
    • Taxation issues
    • Costing files
    • Final accounts
    • TFM and dealing with assets

    Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates

    6.0
    $495.00
  • November 2019

  • Monday, 11 November 2019
    11 Nov 2019 9:00am - 11 Nov 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop provides an essential overview of Estate Planning from initial consideration of options, through to executors responsibilities, death benefits trusts and more. Gain confidence to be able to operate more effectively in this complex area.

    Topics covered are:

    •     Ownership - 4 key types
    •     Key planning issues
    •     Superannuation death benefits
    •     Drafting exercise - binding death benefit nomination
    •     Estate planning and existing family/hybrid trusts
    •     Key attributes for wills and testamentary trusts
    •     Drafting exercise - beneficiary controlled testamentary trust
    •     Vulnerable beneficiaries
    •     Means tested pension eligibility - operation of deeming rules
    •     Income tax concessions
    •     Capital gains tax
    •     Enduring powers of attorney
    •     Philanthropic or charitable trusts
    •     Executors' responsibilities
    •     Insurance death benefits trusts
    •     After the event estate planning

     

    Presented by: Allan Swan, Director - Estate Planning EQUATION – Preventative Law

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • Thursday, 14 November 2019
    14 Nov 2019 9:00am - 14 Nov 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop is designed to provide a solid foundation for those wishing to practice in this area. The program includes:

    • Intestacy
    • Domestic partners
    • Using will precedents
    • Common drafting practices
    • Considerations in preparing a will
    • Codicils
    • Execution
    • Revocation
    • Alteration
    • Rectification
    • Wills storage
    • Testamentary capacity
    • Undue influence
    • Executor's duties
    • Executor's commission
    • Powers of trustees
    • Essential and optional provisions and clauses
    • Costing the file
    • Basic estate planning
    • Legal professional responsibilities
    • Powers of Attorney

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $495.00
  • Thursday, 28 November 2019
    28 Nov 2019 9:00am - 28 Nov 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This Workshop is designed to build your confidence and equip you with the necessary knowledge and skills in this sometimes complex area.

     
    The program includes:

    • Applications for grants of probate and letters of administration
    • Role of executor and administrator
    • Advertising
    • Preparing documents
    • Asset collection
    • Transfers of real estate
    • Taxation issues
    • Costing files
    • Final accounts
    • TFM and dealing with assets

    Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates

    6.0
    $495.00