Lunch and Learn Session

“Succession of Discretionary Trusts”

James Whiley TEP of Hall & Wilcox

Ticket Purchase

Lunchtime Seminar Series

“Estate Planning: Tax Updates, identifying your client and conflicts, how things can go wrong”

Renee Bennett of wilson/ryan/grose Lawyers & Melanie Costin TEP of T & E Accounting Pty Ltd

Ticket Purchase

Seminar

“Succession of Digital Assets – on Incapacity or Death”

Lisa Barca TEP of Coleman Greig Lawyers 

Ticket Purchase

Pop-up Discussion Group (Members Exclusive Event)

“Voluntary guidelines for best practice powers of attorney”

Dr Sylvia Villios of The University of Adelaide

Ticket Purchase

Seminar

“Estate Planning and Administration with U.S. Interests”

Paula Jones TEP of Paula M. Jones Law Offices, Inc.

Ticket Purchase

Seminar

“Helping LPRs Find Certainty”

Ian Raspin TEP of BNR Partners

Ticket Purchase

Lunch and Learn Session

“What could Britney Spears do if she was in NSW?”

Mark Streeter TEP of Streeter Law

Emerging TEP Professionals Seminar

“Taxing of Trusts”

Jessica Stimson of Cartland Law

Ticket Purchase

#STEPNextGen Series

“Estate Planning for Vulnerable Beneficiaries”

Amee Grattan of Disability Law Queensland

Seminar

“The Intersection Between Family Law and Family Provision Claims”

Brendan Ashdown TEP of John Toohey Chambers

Seminar

“Family Provision Claims – persons entitled to apply in NSW”

John Armfield of Wentworth Chambers

Seminar & STEP South Australia AGM

“Section 59C of the Trustee Act”

Simon Ower QC of Jeffcott Chambers and Richard Ross-Smith TEP of Anthony Mason Chambers

Ticket Purchase

Seminar

“The Conflicts of Interests that can Arise in the Administration an Estate”

David Glen

Lunch and Learn Session

“Oversight of Not For Profits”

Gary Johns

#STEPNextGen Series

“Estate administration – Not so simple”

Jenna Hutchinson of Turner Freeman Lawyers

Seminar Hosted By Chartered Accountants Australia and New Zealand

Topic To Be Announced

Loreena Gillon of Loreena Gillon Chartered Accountant

Lunchtime Series

“Preparing for Trial and reviewing evidence”

Rebecca Treston QC TEP of Callinan Chambers

Ticket Purchase

Seminar

“Mediation in Succession Matters”

Ian Davidson

Lunch and Learn Session

Topic and Speaker – To Be Announced

#STEPNextGen Series

“Personal representatives in doubt – Applications for advice and directions from the court”

Angela Rae TEP of Burnett Lane Chambers

Seminar

“ATO release of public guidance on review of S100A”

ATO Deputy Commissioner Tim Dyce and Assistant Commissioner Christopher Ryan

STEP Australia Conference 2021

Date: Thursday 29 July to Saturday 31 July 2021

Presenters:

• The Hon. Chief Justice Susan Kiefel AC, High Court of Australia
• The Hon. Justice Julie Ward, Chief Judge in Equity, Supreme Court of New South Wales
• Sandra Boyle TEP & Christopher Boyle TEP – Former Registrars of the Supreme Court of Western Australia (recently retired), Perth
• Prof. Gino Dal Pont, University of Tasmania
• Dr Bernard Walrut TEP, Murray Chambers, Adelaide
• Prof. John Glover, Owen Dixon Chambers, Melbourne
• Prof. Reid Mortensen, University of Southern Queensland
• Christine Smyth TEP, Christine Smyth Estate Lawyers, Brisbane
• John Balazs, Balazs Lazanas & Welch LLP, Sydney
• Kimberley Martin TEP, Worrall Moss Martin Lawyers, Tasmania
• Jane Needham SC, St James Hall Chambers, Sydney
• Michael Olesnicky TEP, Baker McKenzie, Hong Kong
• Michele Sheehan TEP, enTrust Law and Sheehan & Co, Brisbane
• Craig Gregson TEP, Gregson & Associates, Perth

Ticket Purchase

Seminar

“Estate Planning Practices in Australia and a Comparison to those in Singapore and Hong Kong”

Adam Steen TEP

Lunch and Learn Session

Topic and Speaker – To Be Announced

Lunchtime Series

“Identifying risks faced by a legal personal representative through the estate administration journey and steps that can be taken to limit that risk”

Prue Poole TEP of McInnes Wilson Lawyers

Ticket Purchase

Lunch and Learn Session

“Issues emerging from recent cases and appeals”

Kim Boettcher of Frederick Jordan Chambers

Seminar

“Trust Management by Commercial Trustee Companies”

Equity Trustees

Seminar

“The Fate of property Held: Joint Ownership and Survivorship”

William Sloan

Seminar

“Reconstitution of Trust Deeds”

Daniel Fry TEP of Fry Legal

Lunchtime Series

“The Jurisdiction of the District Court in Succession Matters: More than just Family Provision”

His Honour Judge Bernard Porter QC, Judge of the District Court of Queensland

Ticket Purchase

Lunch and Learn Session

Topic and Speaker – To Be Announced

Seminar

“CGT on Estates including Main Residence exemption”

Ian Raspin

Lunch and Learn Session

Topic and Speaker – To Be Announced

Seminar

“Statutory Wills”

The Hon. Justice Lindsay of Supreme Court of New South Wales