STEP Events in Australia

“Intestacy and the proposed changes to the Administration Act 2019”

Presenters:

• The Hon. Tom Gray
• Mrs Dianne Gray
• Dr John Hockley TEP
• Mrs Elizabeth Heenan TEP

3 CPD points (1 point in Competency Area 3 + 2 points Competency Area 4)

Ticket Purchase

Programme

“Dealing with superannuation claims”

Presenters:

• Debbie Robinson – General Counsel, Sunsuper
• Pam McAlister – Ombudsman, Australian Financial Complaints Authority
• Scott Hay-Bartlem TEP, Cooper Grace Ward Lawyers

Ticket Purchase

Discussion on how the new Probate rules are going including any issues, tips or tricks.

Speaker: Brendan McManus

RSVP

“Terminating Trusts ”

Presenter: Harry Patsias

Presentation covers:

–  the ways in which a trust may come to an end
–  the continuing obligations upon trustees
–  the competing rights of trustees and beneficiaries
–  the administrative and practical aspects of terminating
–  the taxation aspects of terminating

Ticket Purchase

More details

“Transactions to Defeat Family Law Claims – the Monster Waiting for Estate Planners”

Speaker: Andrew Davies TEP, ‘O’Sullivan Davies

Ticket Purchase

“Accountants PUDG – Unpaid Present Entitlements”

Facilitator: Ken Schurgott

Ticket Purchase

“Equity/Trusts – Equitable remedies”

Presenter: Andrew Fraser – Queensland Bar

Ticket Purchase

“Re Narumon Pty Ltd: A Treasure Trove for Wills and Estate Practitioners”

Speaker: Richard Williams TEP, Queensland Bar

Ticket Purchase

Topic and Speaker to be advised

“Estate Administration – ‘Preparing a good estate account’ & ‘Practical tips when dealing with appropriation of assets'”

Presenters: Ashleigh Poole – Thynne Macartney & Kelly Gatehouse – McInnes Wilson Lawyers

Ticket Purchase

Topic 1: Preparing a good estate account.
Presenter: Ashleigh Poole TEP – Thynne Macartney

Topic 2: Practical tips when dealing with appropriation of assets.
Presenter: Kelly Gatehouse TEP – McInnes Wilson Lawyers

Ticket Purchase

“Blue print for Success: Effectively Plan for Succession”

Speaker: Sean Cortis, Chapman Eastway

Trusts and Estates – Preparing for the Next Decade

Conference Dates: Wednesday 15 May to Friday 17 May, 2019

Speakers:

• The Hon. Chief Justice Catherine Holmes, Supreme Court of Queensland
• The Hon. Dyson Heydon AC QC, Eight Selborne Chambers, Sydney
• The Hon. Justice Roslyn Atkinson AO TEP, Supreme Court of Queensland
• The Hon. Justice Philip Hallen TEP, Supreme Court of New South Wales
• The Hon. Justice Rene Lucien Le Miere, Supreme Court of Western Australia
• His Honour Judge Bernard Porter QC TEP, District Court of Queensland
• Judicial Registrar Leonie Englefield TEP, Supreme Court of Victoria
• Dr Bernard Walrut TEP, Murray Chambers, Adelaide
• Dr Dan Morgan TEP, Inns of Court, Brisbane
• Carolyn Sparke QC TEP, Owen Dixon Chambers West, Melbourne
• David Marks QC TEP, Inns of Court, Brisbane
• Marsha-Laine Dungog, Moodys Gartner Tax Law LLP, Canada
• Professor John Glover, RMIT University, Melbourne (read interview)
• Richard Williams TEP, Brisbane Chambers, Brisbane
• Simon Dalgarno FCA, Leadenhall Corporate Advisory, Adelaide
• Laura Geitz (Dinner Speaker), Former Player and Captain of the Australian National Netball Team

Ticket Purchase

Program

“The Australian Financial Complaints Authority”

Speaker: Suzanne McKenzie

Ticket Purchase

“Estate Planning to Protect Assets”

Speaker: Michael

Ticket Purchase

“Guardianship/Administration/EPA Focus – Elder Abuse”

Presenter: Natalie Siegel-Brown – Public Guardian

Ticket Purchase

Topic and Speaker to be advised

“Foreign residency with reference to the Harding case”

Speaker: Peter Norman

“How to prepare estate cases for hearing or trial; practice, procedure and evidence; working with counsel; mediation; the day of the hearing or trial.”

Presenter: Jeff Otto – Chancery Barristers + Mediators

Ticket Purchase

Topic and Speaker to be advised

“The Institutional Constructive Trust – A modern look at a remedy or a trust?”

Speaker: David Raphael

“Core Area for Solicitors and Barristers – Advocacy – A view from the bench – Practical advocacy tips for succession lawyers”

Presenter: The Hon. Justice Ann Lyons SJA, TEP – Supreme Court of Queensland

Ticket Purchase

Topic and Speaker to be advised

“Key aspects of estate mediation”

Speaker: Steve Lancken, Negocio Resolutions

Topic and Speaker to be advised

Save the Date

More information to follow.

Topic and Speaker TBA

Topic and Speaker to be advised

“Estate Administration – Practical tips in dealing with international estates”

Presenter: Angela Cornford-Scott, TEP – Cornford-Scott Lawyers

Ticket Purchase

“Enduring Problems: the interrelationship of elder law and succession law”

Speaker: Jane Needham, SC

Topic and Speaker to be advised

“How to deal with an equity suit when your client or opponent is enamoured with Dr Google”

Speaker: Peter Young  AO, former Chief Judge in Equity and NSW Court of Appeal