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Wills And Estates Conference - Blended Families


Fri 11 Nov 2016, 9:00am–5:15pm

Where: Stamford Plaza Adelaide, 150 North Terrace, Adelaide CBD, South Australia

Restrictions: All Ages

Ticket Information:

  • Standard Rate: $860.00
  • Earlybird Rate: $760.00
  • Additional fees may apply

Listed by: flam

Take a fresh look at some common problems with a workshop on the dynamics of blended families followed by an afternoon examination of problematic issues in disputes with blended families.

Session 1: Blended Families Workshop

This practical workshop takes a comprehensive look at the issues arising in this complex area.A diverse panel of experts will take an engaging and interesting approach by working through a hypothetical scenario covering key issues with in-depth presentations, real-world examples, informative back and forth panel discussion and audience Q&A. Work through a hypothetical set of facts and look at the key issues to be identified, the documentation to prepare and advice to give.

The Scenario: Imagine this,you are sitting in your office and you take a call from Bob Roberts who wants to see you. He and his partner Betty Cook are both on their second marriages with kids from each relationship. They need help sorting out their wills and their estate. Alarm bells start ringing.

The issues to be addressed:

- What are the key issues?
- Estate planning assessment
- Is it possible to bulletproof a will from a claim?
- Can mutual wills make a difference
- What is your professional duty?
- How can trusts be used to protect assets?
- Removing the tax burden on the estate
- Superannuation issues: control of the estate; decisions the Trustee make; death benefits; rights of step-children

Facilitator: Michael Rizzuto, Principal Lawyer, MGR Estate Law

Workshop Presenters:
Gaetano Aiello, Partner, Treloar & Treloar
Jeremy Duffy, Principal, Duffy Legal, Estate Wise and YOOConnect
Julie Van der Velde, Principal, VdV Legal

Session 2: Estate Disputes

Chair: Mark Jappe, Partner, Adelta Legal

End of Year Case Update
Analysis and interactive discussion of the most important recent cases in succession law and the key points and principles of each, including case studies involving:

- Family Provision
- Construction of wills
- Statutory will applications
Presented by Christopher Brohier, Barrister, Elizabeth Mews Chambers and Vanessa Varga, Principal, Varga Lawyers

CGT, Stamp Duty and Other Issues You Should Know on Settlement
Examination of the concessions and exemptions that can apply to inheritance claims and some of the potential pitfalls involving court orders or out of court settlements.

- What is a valid out of court settlement?
- Division 7A and other income tax issues
- CGT rollovers and exemptions: rules and requirements
- Stamp Duty exemptions and limitations
- Land Tax: main residence exemption
Presented by Paul Tanti, Partner - Adelaide, Thomson Geer

Professional Skills
Family Provision Mediation: Ensuring a Positive Outcome
Most civil matters settle before trial. Given the relationships at stake in Family Provision matters, being able to assist your client effectively in mediation is often key to obtaining the best possible outcome. Understand where practitioners often fail in Family Provision mediation; hear tips on how to obtain the best outcome; ,and master how to ensure a positive result though preparation.

Presented by Ruth Beach, Principal, Ruth Beach Lawyer and Mediator.