Richard Williams TEP – Other contentious applications
| Date | Event | Venue |
| Thursday 12 April 2018 | Seminar ‘Insolvent Trusts and Insolvent Trustees’ John Vaughan |
O'Sullivan Davies Lawyers. |
| Monday 16 April 2018 | Special Interest Group – Estate Planning Superannuation Caps and estate planning Chair Daniel Kelliher |
Russell Kennedy 469 LaTrobe Street Melbourne |
| Wednesday 18 April 2018 | Seminar ‘Lessons from Hobhouse v Macarthur Onslow 2016 NSWSC 1831.’ John Stinson In his presentation John will cover: the difference between testamentary capacity and knowledge and approval; considerations of the Court when making orders for severance of part of a Will from Probate, and some tips for the drafting of Wills. |
Banco Court, Supreme Court of NSW |
| Tuesday 8 May 2018 | Lunchtime Seminar ‘Fun With Tax – Foreign Beneficiaries And Trusts’ Mr Mark Brabazon SC TEP |
Queensland Law Society, 179 Ann Street, Brisbane |
| Wednesday 9 May 2018 | Lunch and Learn Session US Gift and Estate Tax Speakers – US Lawyers John Campbell and Ann Seller of Kohen and Patton |
Hall & Wilcox, 60 Castlereagh Street, Sydney |
| Wednesday 16 May 2018 | Seminar ‘The Guardianship Division of NCAT: Current jurisdiction, practice, procedure and proposals for reform’ Malcolm Schyvens, Deputy President and Division Head of NCAT’s Guardianship Division In his presentation Deputy President Schyvens will provide an overview of the jurisdiction and workload of the Division; discuss the interplay between the Supreme Court and the Division; outline the practice and procedure of the Division with a specific focus on applications to review an enduring power of attorney, then summarise current proposals for reform of the guardianship jurisdiction and the Division. |
Banco Court, Supreme Court of NSW |
| Monday 21 May 2018 | AGM and Members Meeting Intestacy Laws and Executor Commission – the law applied Rick Wells, Barrister |
Russell Kennedy 469 LaTrobe Street Melbourne |
| Wednesday 23 May 2018 | STEP Nextgen Lecture & Networking Series ‘Estate Litigation’ Rob Cumming TEP – Family provision applications practical tips |
College of Law, Brisbane |
| Tuesday 5 June 2018 | Lunchtime Seminar ‘Structuring Charitable and Philanthropic Giving’ Ms Frances Fredriksen TEP |
Queensland Law Society, 179 Ann Street, Brisbane |
| Wednesday 13 June 2018 | Lunch and Learn Session Philanthropy and their Giving Consultancy Will Beresford of Equity Trustees
|
Equity Trustees, 56 Pitt St, Sydney |
| Monday 18 June 2018 | SIG – Litigation Court E-Filing Current court filing requirements and procedure for the TFM list Judicial Registrar TFM Associate Chair Georgina Borg |
Russell Kennedy 469 LaTrobe Street Melbourne |
| Wednesday 20 June 2018 | Seminar Topic and Speaker to be advised |
Banco Court, Supreme Court of NSW |
| Wednesday 11 July 2018 | Lunch and Learn Session Financial Agreements Carla Santo of Santo Family Lawyers |
Santo Family Lawyers, Level 21/133 Castlereagh St, Sydney |
| Wednesday 18 July 2018 | Seminar ‘Entitlement of Accounting Parties to Remuneration’ The Honourable Justice Geoff Lindsay |
Banco Court, Supreme Court of NSW |
| Monday 23 July 2018 | Members Meeting Tricks, Traps and Options when valuing a Business Panel Daniel Aghion, Barrister Rory Maguire RK |
Equity Trustees 575 Bourke Street Melbourne |
| Tuesday 7 August 2018 | Lunchtime Seminar ‘Cy Pres Schemes – A Practical Guide’ Mr Robert Whiteford TEP |
Queensland Law Society, 179 Ann Street, Brisbane |
| Wednesday 8 August 2018 | Lunch and Learn Session Topic to be advised Duane O’Donnell of Credit Suisse |
Venue to be advised |
| Wednesday 15 August 2018 | Seminar Topic and Speaker to be advised |
Banco Court, Supreme Court of NSW |
| Monday 20 August 2018 | SIG – Estate Planning Topic to be advised Chair Daniel Kelliher |
Septimus Jones and Lee 5/99 William Street Melbourne |
| Friday 7 September 2018 | STEP Queensland Branch Trusts and Estates Conference Program to be advised |
Peppers SALT Resort, Kingscliff |
| Monday 10 September 2018 | Members Meeting Cyber Security what it means for you and your clients Phil D’rozario |
Hall and Wilcox 525 Collins Street, Melbourne |
| Wednesday 12 September 2018 | Lunch and Learn Session Topic to be advised Lucas Clayton |
Macquarie Sydney |
| Wednesday 19 September 2018 | Seminar Digital Assets in Estates Ines Kallweit |
Banco Court, Supreme Court of NSW |
| Tuesday 9 October 2018 | Lunchtime Seminar ‘Fiduciary Obligations – a Practical Perspective’ Speaker to be advised |
Queensland Law Society, 179 Ann St, Brisbane |
| Wednesday 10 October 2018 | Lunch and Learn Session Common issues in Estate Administration from An Estate Manager’s Point of View. Maria Shaw and Nicole Woodward of Australian Unity This will be a combination of recent cases as well as their own case studies that provide insight into will drafting errors and what happens when an estate is then administered. |
Australian Unity, Level 6, 88 Phillip St, Sydney |
| Wednesday 17 October 2018 | Seminar Topic and Speaker to be advised
|
Banco Court, Supreme Court of NSW |
| Thursday 25 October 2018 | Half Day Conference When hell freezes over…I will move into aged care! What other options do I have? Life Interest, how are they valued Tax and Trusts Taking a closer look at Vesting a trust, resettlements and excluding beneficiaries Speakers: Margaret Harrison, Cumpston Sarjeant Actuaries, Michael Flynn QC |
RACV 501 Bourke Street Melbourne |
| Monday 12 November 2018 | SIG – Litigation Topic to be advised Chair Georgina Borg |
Septimus Jones and Lee 5/99 William Street Melbourne |
| Wednesday 21 November 2018 | Seminar Topic to be advised The Honourable Justice Philip Hallen Dr Hayley Bennet |
Banco Court, Supreme Court of NSW |
| Monday 10 December 2018 | Members Meeting – End of year function Topic and Speaker to be advised |
Aitken Partners 28/140 William Street Melbourne |
Past Events
STEP South Australia Branch presents an Annual Trusts Symposium - for further details see here
STEP Queensland Branch presents an Annual Trusts and Estates Conference - for further details see here
STEP Australia 2017 Conference - see here
The STEP Worldwide events calendar is accessible here