STEP Queensland

We welcome all professional advisers, educators and students with a trusts and estates focus in their practice, whether for private or corporate clients.

STEP Queensland branch focuses on education, training, representation and networking for our members in the areas of trusts and estates.

The patron of our branch is pre-eminent trusts and estates scholar, Mr Tony Lee.  Tony is one of only nine honorary members of STEP Worldwide.

We have more than 230 members, many of whom are practising lawyers, but we have a growing membership base of accountants, trust company practitioners and financial planners.

Our program of events includes:

  • Monthly lunchtime seminars
  • Evening ‘roundtables’, where issues are dissected and debated in an informal setting
  • Our annual Trusts and Estates Conference – for further details, see here
  • Half day ‘intensives’, focusing on trusts, enduring powers of attorney and other practice issues

Most of our events are accessible to regional practitioners, by teleconference or webinar.

Committee Members

Bryan Mitchell TEP

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Bryan Mitchell TEPBranch Chair

Mitchells Solicitors
Don Fraser QC TEP

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Don Fraser QC TEPDeputy Chair

Queensland Bar
Carla Parsons TEP

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Carla Parsons TEPSecretary

Parsons Law
Ben Gordon TEP

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Ben Gordon TEPTreasurer

Vincents Chartered Accountants
Rob Cumming TEP

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Rob Cumming TEPCommittee Member

McInnes Wilson Lawyers
Kelly Gatehouse

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Kelly GatehouseCommittee Member

Slater and Gordon Lawyers
Chris Herrald TEP

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Chris Herrald TEPCommittee Member

Mullins Lawyers
Juanita Maiden

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Juanita MaidenCommittee Member

MacDonnells Law
Prue Poole TEP

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Prue Poole TEPCommittee Member

McInnes Wilson Lawyers
Ashleigh Poole TEP

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Ashleigh Poole TEPCommittee Member

Thynne + Macartney
Halie Beaumont

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Halie BeaumontCommittee Member

McCullough Robertson Lawyers
Hayley Mitchell

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Hayley MitchellCommittee Member

Copper Grace Ward
Jennifer Sheean TEP

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Jennifer Sheean TEPCommittee Member

Ratcliffe Pring Chambers
Jeffrey Otto

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Jeffrey OttoCommittee Member

Chancery Barristers + Mediators
Darlene Skennar TEP

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Darlene Skennar TEPCommittee Member

Barrister-at-Law

STEP Queensland Events

Date Event Venue
Tuesday 7 August 2018 Lunchtime Seminar

‘Cy Pres Schemes – A Practical Guide’

Mr Robert Whiteford TEP

Ticket Purchase

Queensland Law Society, 179 Ann Street, Brisbane
Friday 7 September 2018 STEP Queensland Branch Trusts and Estates Conference

Program

  • Justice Roslyn Atkinson, “Opening Address”
  • Rebecca Treston QC, TEP, “To intermeddle or not to intermeddle – That is the question”
  • Peter Bobbin, TEP, “Tax treatment of superannuation death benefits”
  • Justice Martin Daubney, “Ethics and succession – The view from the bench”
  • Jeff Otto, TEP, “Enduring powers of attorney – Managing conflicts of interest”
  • Angela Rae, “Estate Litigation – What’s hot right now”
  • Michael Liddy, “Contesting superannuation death benefit nominations and trustee decisions”
  • Michael Klatt, TEP, “Estate Administration – What’s hot right now”
  • Angela Cornford-Scott, TEP, “Estate Planning – What’s hot right now”
  • Renee Bennett, TEP, “The Small Estate – Strategies for settling disputes”
  • Neil Wickenden, TEP, “Closing Address”

Ticket Purchase

Program

Peppers SALT Resort, Kingscliff
Tuesday 9 October 2018 Lunchtime Seminar

‘Fiduciary Obligations – a Practical Perspective’

The Hon. Justice David J Jackson

Ticket Purchase

Queensland Law Society, 179 Ann St, Brisbane

Contact Us

Contact us by email at: qldbranch@step.org

Correspondence address:

STEP Queensland Secretary
GPO Box 2275
Brisbane
QLD 4001