STEP Events in Australia

Disposal of bodily remains – the current Queensland position

Caite Brewer TEP and Angela Rae, Queensland Bar

Issues with the use of ADR in Will Disputes

Ian Davidson SC

Ethics Unplugged

Professor Derek Parkin OAM

Superannuation changes – estate planning impacts

Clinton Jackson TEP, Cooper Grace Ward Lawyers

The 7th Annual Trusts Symposium, presented by STEP South Australia branch in conjunction with the Law Society of South Australia

Applications for Probate and Letters of Administration – Part 2

Louella McFarlane TEP

Capacity, Disability and Substituted Decision-Making

Super Taxes You Need to Know & Death Estate Planning Strategies under the New $1.6m Pension Cap Rules

Ben Symons

Superannuation update – the path forward

Professor Mark Norris

Succession Planning – The Role of the Lawyer and the Accountant

Elizabeth Heenan TEP and Loreena Gillon TEP

Estate planning – the capital gains tax implications

Philip de Haan

Power of attorney update and superannuation death benefit planning

(Members only)

Family provision application mediations – putting your best foot forwards

Lee Nevison TEP, Queensland Bar

Practical blue sky thinking from recent trust law developments

(Lecture with Q&A)

Being tax ready with non-resident beneficiaries of family trusts

Michael Bennett

The roundtable discussions are for STEP Qld members only, and provide a forum for discussion of a topical case or issue.  The topic will be announced shortly before the roundtable.

Charitable trusts – tricks and traps in drafting

Mercia Chapman TEP

Mental Health Awareness for the Workplace

Esther Schwald

Constructive trusts – how to prove your claim

Denis Barlin TEP, NSW Bar

TFM – eligibility – how has the Court interpreted the new legislation?  Who is now missing out?

(Members only)

Bankruptcy and its impact on deceased estates

Sally Nash

Stamp duty, Land Tax and Deceased Estates

Andrew Rider

Risk management for trust and estate lawyers

Fiona Hasley

The roundtable discussions are for STEP Qld members only, and provide a forum for discussion of a topical case or issue.  The topic will be announced shortly before the roundtable.

Trust fundamentals

Phillip Bender

Trusts – A 21st Century Look at a Centuries Old Planning Tool [A look at how easy it is to get it wrong, but the simple rules for getting it right]

Peter Bobbin TEP

The use of powers of appointment in wills

Missing beneficiaries – Benjamin orders and the role of the Public Trustee

Mark Crofton TEP, Official Solicitor to The Public Trustee of Queensland

Wednesday 2 August – Friday 4 August 2017

For further details, see here.

Topic and speaker to be confirmed

Live interests v rights to reside

(Members only)

Horses for Courses – Appearing in the State Administrative Tribunal and Enduring Power of Attorney Update

Keynote Speaker:
Dr Bertus De Villiers

Presenters:
Mark Fatharly TEP
Garry Robertson
Alison Gilbert TEP
Andrew Davies TEP
Charlotte Wallace

For further information and to register, see here

The STEP Queensland branch Annual Conference is now in its 7th year.

The Conference commences with a welcome drinks reception on the evening of 7 September.

VCAT, powers of attorney and compensation regime

Bernadette Steele

CGT on a deceased’s residence – a tax minefield

Ian Raspin TEP

Topic to be confirmed

Allan Cameron

Topic TBC

Topic and speaker to be confirmed

The roundtable discussions are for STEP Qld members only, and provide a forum for discussion of a topical case or issue.  The topic will be announced shortly before the roundtable.

NB: this seminar has been rescheduled, to 24 October

Multi-jurisdictional estates – planning and administration issues

Ines Kallweit TEP, McKean Park Lawyers, Melbourne

Succession planning: Critical tax and evaluation issues

What to do if you beleive you have a forged document

TFM – eligibility criteria

Trusts, probate and unusual cases

Drafting wills to avoid duty problems

Grahame Young TEP

Charitable Trusts Act applications

Carol Conley and Jim O’Donnell TEP

(Members only)

Topic and speaker to be confirmed

Lecture by the Hon. Justice Stanley: “Costs in probate and fmaily inheritance matters”