Wills, Estates & Complex Trusts Half-Day Conference
Start time 30 Oct 2018 9:00am (Australia - Melbourne)
End time 30 Oct 2018 1:30pm (Australia - Melbourne)
Location Leo Cussen Centre for Law, 360 Little Bourke Street, Melbourne
Speaker See program details.
Catering Includes refreshments
Designed for Legal practitioners
Product Code C18018

Wills, Estates & Complex Trusts Half-Day Conference

30 Oct 2018 9:00am - 30 Oct 2018 1:30pm (Australia - Melbourne)
Leo Cussen Centre for Law, 360 Little Bourke Street, Melbourne

This conference will be chaired by:

James Daly, Special Counsel and Accredited Wills & Estates Specialist, McKean Park Lawyers

Advanced Trusts and Estates Issues and Related Tax Matters     

This session, presented by leading presenter Dr Philip Bender, will discuss the following advanced trusts and estates topics, together with some tax related issues:

  • When can a beneficiary sue on behalf of a trust or deceased estate?
  • How can limitation periods be used in trusts litigation?
  • Charitable will trusts – what if the provisions are not adequate?
  • What if a beneficiary is not a beneficiary?
  • Can I lock in my trustee decisions to protect the family?
  • Some issues with amending the trust deed to change an appointor or guardian.
  • Is a guardian a fiduciary and does it matter?
  • Superannuation:
    1. Nature of an SMSF trustee’s role.
    2. Binding death benefit nominations – does the wording matter?
  • Testamentary Trusts
  • Vesting of trusts – the ATO’s draft ruling from 2017.

 

 

Presented by: Dr Philip Bender, Barrister, Victorian Bar

Complex Drafting for Will & Estates Practitioners  

This session will cover complex legal drafting skills and useful strategies in the areas of:

  • Testamentary Trusts;
  • Asset Protection; and
  • Family Discretionary Trusts

in situations including blended families and fractured family dynamics.

 

 

Presented by: Sam Frey, Principal Lawyer, KCL Law

ALERT! Legislative Developments and Case Update - A Review 

This session will address the below legislative developments and discuss the impact of the resulting changes on practitioners and will include:

 

  • The Powers of Attorney Amendments Act 2016 (Vic) which came into force in May 2017 and will cover the most recent cases and issues that VCAT have dealt with since the Amending Act including:

    • Contraventions;
    • Abuse of power of attorney; and
    • Compensation and circumstances where breaches may have occurred prior to the date the Act came into force, made under the old Instruments Act 1958 (Vic)

 

  • The Administration and Probate and Other Acts Amendment (Succession and Related Matters) Act 2017 which commenced 1 November 2017.

 

Presented by: Eleanor Coates, Barrister, Victorian Bar

Now In Force! - Medical Treatment Planning and Decisions Act 2016 (Vic) – How Are You Travelling? 

 

The Medical Treatment Planning and Decisions Act 2016 commenced in March 2018 introducing a raft of changes in an ever-changing legislative environment. The new changes deal with appointment of a medical treatment decision maker and ‘Advanced Care Directives’.

This session will provide you with an essential overview of the relevant changes, as well as an update on the effect of the Voluntary Assisted Dying Act 2017 (Vic).

Presented by: Dr. Elizabeth Brophy, Barrister, Victorian Bar

 


Total CPD Units: 4.0

Professional Skills: 1.0
Substantive Law: 3.0
$425.00
(includes GST)
Event Full
4.0