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Succession Law Conference

Succession Law Conference

Date & TimeFriday 12 October 2018 9am-5pm
Format Conference
Price

Member

$630.00

Non-Member

$750.00

CPD Units 6
  • Ethics & Professional Responsibility
  • Professional Skills
  • Practice Management & Business Skills
  • Substantive Law
Venue RACV City Club, 501 Bourke St, Melbourne View Map

(Registrations from 8.30am)

Join us at this year’s LIV Succession Law Conference, and receive valuable insights from respected practitioners and keynote speaker Her Honour Justice McMillan of the Supreme Court of Victoria.

Futher details below.

Program Overview

  • Succession Law Conference - Friday 12 Oct
    • 8:30 AM Registration Begins
    • 8:50 AM Conference Opening & Welcome
    • 9:00 AM Keynote Presentation: The Honourable Justice McMillan, Supreme Court of Victoria

      In her Keynote Presentation, The Honourable Justice McMillan will discuss current issues and provide insights into future developments that may impact your succession law practice.

      Keynote Presenter: The Honourable Justice McMillan, Supreme Court of Victoria

    • 9:30 AM Testamentary Capacity, Undue Influence and Suspicious Circumstances in Wills Litigation

      Andrew Panna QC will present this enlightening session, offering you expert insights into the practice area and sharing recent examples of proceedings of wills litigation.

      Presenter: Andrew Panna QC, Barrister, Victorian Bar

    • 10:30 AM Morning Tea
    • 11:00 AM Taxation Considerations for Succession Lawyers

      Judicious tax planning is an integral component of any estate and succession advice. Michael Flynn QC will advise you on drafting wills and share information on other recent updates in this important area.

      Presenter: Michael Flynn QC, Barrister, Victorian Bar

    • 11:30 AM Costs Management for Succession Lawyers

      Presented by an experienced costs lawyer, this session will inform you about costs management rules and procedures, helping you with compliance issues when dealing with costs.

      Topics will include:

      • Legal Services Board jurisdiction in costs matters
      • Costs Court procedures
      • Contesting a Bill of Costs
      • Rights of third parties to question a Bill of Costs

      Presenter: Antonella Terranova, Lawyer and Costs Consultant, Castra Legal Costing

    • 12:00 PM The Super Session

      In this informative session, Nathan Yii will summarise recent important changes in superannuation. He will then examine the impact of the $1.6 million transfer balance cap imposed on the lifetime amount of superannuation that an individual can transfer into retirement.

      Presenter: Nathan Yii, Principal, Nathan Yii Lawyers

    • 1:00 PM Lunch
    • 2:00 PM Attorneys Behaving Badly

      What happens when an agent with the power to make decisions on behalf of a principal in a time of need abuses that privilege?

      This session will equip you with the necessary knowledge and skills to respond effectively to these antagonistic events.

      Topics will include:

      • Breaches of fiduciary duty under a power of attorney
      • Accounting and recourses
      • The process for repayment of mismanaged funds
      • Provision for compensation
      • Relevant case law and lessons to learn

      Presenter: Jeremy Smith, Barrister, Victorian Bar

    • 2:45 PM The Medical Treatment Planning and Decisions Act – Where Are We Now?

      After presenting a brief overview of this transformative legislation and its associated reforms to medical decision making, our experienced presenter will review the effectiveness of the <em>Medical Treatment Planning and Decisions Act</em> since its commencement in Victoria on 12 March 2018.

      Presenter: Phil Grano, Principal Lawyer, Office of the Public Advocate

    • 3:30 PM Afternoon Tea
    • 4:00 PM Case Law Update

      In an informative conclusion to the conference, Carolyn Sparke QC will provide you with an update on patterns and trends in succession and elder law cases.

      Presenter: Carolyn Sparke QC, Barrister, Victorian Bar

    • 5:00 PM Conference Close

Further Details

  • Full Description

    Join us at this year’s LIV Succession Law Conference, and receive valuable insights and advice from respected practitioners in succession and elder law.

    This year’s conference will commence with a keynote address from Her Honour Justice McMillan who will provide a judicial perspective on succession and elder law and will bring you up to speed with key issues that may impact your practice.

    Our presenters will discuss a broad range of topics, including superannuation, taxation and trusts considerations and the recently introduced Medical Treatment Planning and Decisions Act. The day will also include an update on the current state of succession and elder case law.

    Register now for one of the most popular events on the LIV’s CPD calendar.

  • Presenters
    Justice McMillan

    Keynote Presenter – The Honourable Justice McMillan, Supreme Court of Victoria

    Justice McMillan practised as a barrister primarily in commercial litigation, including property law, company disputes, equity and trusts, administration of estates, will disputes and testamentary family maintenance. During her time at the Bar, she was a member of several committees and was the Bar’s representative on the Board of Examiners and the Council of Legal Education for many years.  She was Chairman of the Victorian Bar Council in 2005-2006, a member of the Bar's Ethics Committee for ten years and Chairman of that Committee for four years.

    Justice McMillan was appointed a Judge of the Supreme Court of Victoria in March 2012. Her Honour is the Judge in charge of the Trusts, Equity and Probate List and the Testators Family Maintenance and primarily hears matters in those Lists.

     

    Andrew Panna QC, Barrister, Victorian Bar

    Michael Flynn QC, Barrister, Victorian Bar

    Antonella Terranova, Lawyer and Costs Consultant, Castra Legal Costing

    Nathan Yii, Principal, Nathan Yii Lawyers

    Jeremy Smith, Barrister, Victorian Bar

    Phil Grano, Principal Lawyer, Office of the Public Advocate

    Carolyn Sparke QC, Barrister, Victorian Bar

  • Learning Outcomes

    By attending this conference, you will:

    • Equip yourself with the latest information in relation to wills litigation, superannuation, and taxation considerations for succession lawyers
    • Familiarise yourself with the latest developments in medical treatment decision making
    • Discover optimum responses to ethical situations and considerations faced by succession and elder lawyers
    • Enhance your professional skills in legal costs management
    • Obtain updates in relation to succession and elder case law