8th ACT Wills and Estates Conference

8th ACT Wills and Estates Conference

POSTPONED FROM FRIDAY 17 SEPTEMBER 2021 TO FRIDAY 25 FEBRUARY 2022. 

Now in its eighth year, the very popular ACT Wills and Estates Conference is an all-day conference that will appeal both to experienced practitioners and those aspiring to specialise in this field. Designed by specialists, and featuring a range of local and interstate speakers, the conference will focus on practical aspects of succession law, covering both the ACT and NSW jurisdictions.

Registrations are open so don’t miss out on the opportunity to gain exceptional knowledge from these very experienced speakers for what is always a sell out event.

Sessions

  • How to administer an Estate
  • Managing the complexities of farm business succession
  • A matter of construction
  • Ethics and professional standards
  • Family provision and equity claims in rural estates

Details

  • When: 9am-5pm, Friday 25 February 2022
  • Where: The Boat House by the Lake, Menindee Drive, Barton
  • Meals and refreshments will be provided throughout the day
  • Members will earn 5 CPD units (1 in core area 1, 2 in core area 2, and 2 in core area 4)
  • Face to face tickets: $350 members, $455 non-members, $90 students/CLCs (inc GST)
  • Registrations close 16 February 2022

Event registration terms and conditions

Fees are payable upon registration. 30 days payment invoices are available to members at the discretion of the Law Society. A 1.3% surcharge may be incurred on online payments. The Society reserves the right to cancel or alter events at its discretion, and in such circumstances, attendees will be notified via email. 

Definitions — 'Registration' means any booking given to the Society in writing, on our website, or by phone. 'Member' means any member of the ACT Law Society, including associate members and honorary members. 'Young Lawyer' means any member who has held a practising certificate for five years or less. 'CLC' means any member working for a recognised community legal centre, or holding a volunteer practising certificate. 'Student' means a full time student studying law at a recognised Australian tertiary institution.

All cancellations must be made in writing, and all cancellations will incur a fee, however, no charge will be incurred for substituting another person. Outside of the cancellation periods given below, a $10 administration fee will be incurred for any cancellation made. If a registered attendee fails to attend without notifying the Society in writing, no credit or refund will be offered and 100% of the total cost will be retained by the Society. 

CPD Events — In the case of CPD events held at an venue other than the Law Society, no refund can be made after the RSVP date of the event. In the case of CPD events held at the Law Society, for cancellations made within two working days of the event, 50% of the total cost will be retained by the Society as a cancellation fee and the balance may be used as a credit towards other CPD events or be refunded. If you choose to keep a credit it will remain valid for 12 months from the event date, after which time it will expire. 

Webinars — In the case of live or on-demand webinars, as connection details are sent when registration is completed, no refund or cancellation is available. 

Social events — In the case of social events, no refund can be made after the RSVP date of the event.

The Law Society is enforcing covid-safe measures as set out by ACT Health at all our face-to-face events. 

If you are sick, have recently visited a COVID hot-spot, or are in close contact with someone in either situation, please stay at home.

 

 

Registration

Member rate $350.00(GST incl.) Register
Non-member rate $455.00(GST incl.) Register
CLC/student rate $90.00(GST incl.) Register

Schedule

Session 1 – How to administer an Estate

The preparation of a Will is much more than a freebie offered to a conveyancing client. Equally, the effective administration of a Deceased Estate is a specialised task. One that requires important initial decision making, strategic planning, developed communication skills and collaboration with other professionals along the journey. This session will cover the phases of an administration, critical steps along the way and suggestions for how to do it better – if you like, an attempt at identifying the gold standard approach to administering an Estate. Interaction with the presenter as the presentation unfolds will be encouraged.

  • Speaker: Andrew Freer, Principal, KJB Law
  • Members will earn 1 unit in Core area 2

Session 2 – Managing the complexities of farm business succession

Family farming businesses are the backbone of Australian agriculture and their success and succession is vital to the sector. However, their unique blend of business and family, and the increasing value of the assets required to operate a viable farming business results in a unique succession dilemma. This session will cover what makes farm succession different, including the impact of tax and stamp duty, farms in superannuation funds, and family provision.

  • Speaker: Brendan Cockerill, Principal, Canberra Business Lawyers
  • Members will earn 1 unit in Core area 2

Session 3 – A matter of construction

This session will consider the principles of will construction, looking at specific areas of difficulty, such as ademption and life estates.

  • Speaker: Graeme Blank, Barrister, Blackburn Chambers
  • Members will earn 1 unit in Core area 4

Session 4 – Ethics and professional standards

Outline to be provided shortly.

  • Speaker: Katie Binstock, Senior Associate, McInnes Wilson Lawyers
  • Members will earn 1 unit in Core area 1

Session 5 – Family provision and equity claims in rural estates

This session will provide an overview of principles in relation to claims against rural estates, including an outline of the most important recent decisions, and give practical tips and tricks to employ when making and defending a claim against a rural estate.

  • Speaker: Simon Chapple, Barrister, 13th Floor St James Hall, Sydney
  • Members will earn 1 unit in Core area 4

Speakers

Andrew Freer, Principal and Solicitor, KJB Law

Andrew graduated from the Australian National University with a Bachelor of Economics and a Bachelor of Laws. After joining KJB Law in 1995, Andrew became a partner in 2000. He is a key figure in the development of KJB Law as a modern legal practice. Andrew has appeared in all the courts and tribunals of the ACT. This experience provides him with the capacity to evaluate options and provide considered advice. He has presented professional-development seminars for the ACT Law Society and has been a regular presenter for Legalwise Seminars. Andrew's legal specialisations of practice include Estate planning and administration, including advising executors, preparing simple and complex wills and enduring powers of attorney.

Brendan Cockerill, Principal, Canberra Business Lawyers

Brandan has been working in the area of business law and estate planning since 1998. He has extensive experience in business law with an emphasis on establishing and restructuring business structures, business succession, transaction taxes, business entity taxes, wills and estate planning and superannuation. He has presented at a number of conferences and seminars and provide in house training for accounting and financial planning firms. 

Graeme Blank, Barrister, Blackburn Chambers

Graeme has been a barrister since 2001 and a nationally accredited mediator since 2015. Graeme has a diverse practice including commercial disputes, estates litigation, property/ equity and family law. This diversity of experience has been valuable both in providing advice and also acting as mediator. He advises liquidators and trustees as well as directors, creditors, SMEs and individuals. Graeme has since 2001 been involved with coaching advocacy and other communication skills. He has been teaching advocacy in the USA since 2001, is a coach with the Australian Bar Association Advocacy courses, and for 12 years convened the ANU Masters of Legal Practice advocacy course as well as masters courses related to litigation and insolvency law. Each year since 2016 Graeme has been recognised in Doyle’s Guide as a leading barrister in the three areas: Commercial Litigation & Dispute Resolution, Family Law, and Wills & Estates Litigation.

Katie Binstock, Senior Associate, McInnes Wilson Lawyers

Katie’s estate planning practice includes advising on wills, testamentary trusts, enduring powers of attorney and appointments of enduring guardians. Katie’s commercial experience is varied, including acting on shareholder and partnership disputes, professional negligence and misconduct, defamation, employment, debt recovery and banking matters. Katie regularly advises individuals, private companies and industry associations on a broad range of issues.

Simon Chapple, Barrister, 13th Floor St James Hall, Sydney

Simon has been a barrister since 2010. He has experience in wills and probate, succession, property, and general commercial law. He has appeared in the Supreme Courts of New South Wales, Australian Capital Territory, and Northern Territory as well as the Federal Court of Australia. He has been listed as a Preeminent Junior Counsel in New South Wales and Australia by Doyles Guide in its Wills and Estates Litigation Leading Lawyers list since 2016. Simon graduated from the University of New South Wales with a BA (Hons), LLB and PhD. He has taught at the University of New South Wales, University of Sydney, and Western Sydney University. He is the author of Sale of Land in NSW (Thomson Reuters, 2018) (with Patricia Lane and Derwent Coshott) and Equity and Trusts (Palgrave Macmillan, 2011) (with Jason Harris, John Juriansz, and Lucy Robinson).

Sponsors & Supporters

The Law Society is proud to recognise legalsuper as the sponsor of the Law Society CPD Program.

legalsuper is the industry super fund for Australia’s legal community. With personal service for every member, we can help you to maximise your super, consolidate accounts, adjust insurance or investments, plan for retirement and more. Contact Long Nguyen on 0477 401 151 or lnguyen@legalsuper.com.au to book your free appointment today — meetings can be conducted by phone or on Zoom.

Webinars
Guidelines