16th Annual Wills and Estates Conference
- About the Conference
- The Faculty
- Feedback
- CPD Certificate
- Registration Special Offer
- Enquiries/Assistance
Date/Time
Thursday 11 & Friday 12 September 2025
JW Marriott Gold Coast Resort and Spa or Online
About the Conference
Modern succession planning is more complex than ever — with successor trustee disputes, outdated trust deeds, and estranged adult children all threatening the integrity of your client’s succession plan. Layer in shifting court expectations and a tax landscape that punishes poor structuring, and the risks for succession lawyers continue to grow. TEN The Education Network’s 16th Annual Wills and Estates Conference brings these challenges into sharp focus. From navigating loss of capacity in SMSFs and private entities to the growing liabilities faced by executors and trustees, this practical, high-level program offers timely insights into the pressure points of modern succession practice. Whether you draft wills, advise executors, or handle disputes, this is the essential event to help you stay one step ahead.
Day 1 - Thursday 11 September 2025
Morning Theme: Lessons from the Courts - Evolving Risks in Succession Planning
- I Owe You Nothing! The Fallout from Naaman v Jaken and Its Implications for Succession Planning
- Nothing Ventured, Nothing Gained: Discharging Search and Notification Obligations After Liosatos
- Getting Your Eggs Out of the Estoppel Basket: Rethinking Strategy After Slade v Brose
- The Will Drafter’s File: To Disclose or Not to Disclose? Navigating Confidentiality, Privilege and Risk
Afternoon Theme: Protecting the Executors - Risk, Tax and Administration Strategy
- Under Fire: Strategies to Protect Executors in Estate Administration
- Tax-Smart Settlements: Structuring Estate Dispute Resolutions for Better Outcomes
- Minor Details: A Practical Guide to Settling Estates Involving Minors
Day 2 - Friday 12 September 2025
Morning Theme: Family, Incapacity and Conflict - Planning for the Personal
- More than a Roof Over their Head: The Realities of Life Interests
- The Not-So-Silent Generation: Adult Children, Estrangement, and Family Provision Claims
- Who’s in Charge When Capacity Fades? Planning for Entity Control
Afternoon Theme: Time Bombs in the Succession Plan: Hidden Risks in Ageing Trusts and POAs
- Aged Like a Fine Wine? The Challenges of Ageing Trusts
- More Than a Signature: The Power and Peril of POAs
The Faculty
Paige Edwards, Partner, AJ & Co Lawyers, Brisbane, Qld
Lindsay Ellison SC, Barrister, Wardell Chambers, Sydney, NSW
Carolyn Sparke KC, Barrister, Svenson Barristers, Melbourne, Vic
Justine Taylor, Principal Director, Uther Webster & Evans, Sydney, NSW
Jennifer Vuu, Special Counsel, HWL Ebsworth Lawyers, Sydney, NSW
Nathan Yii, Principal Lawyer, Chartered Tax Advisor and SMSF Specialist Advisor - Nathan Yii Lawyers, Melbourne, Vic.
Paul Evans, Partner, Makinson d'Apice Lawyers, Sydney, NSW
Christian Teese, Partner, Rigby Cooke Lawyers, Melbourne, Vic.
Kimberley Martin, Director, WMM Law, Hobart, Tas
Warwick Gilbertson, Partner, Turnbull Hill Lawyers, Sydney, NSW
Bryan Mitchell, Principal, Mitchells Solicitors, Brisbane, Qld
Feedback
- This Conference by far the most versatile and practical CPD I have attended. The Conference is very well organised. The choice of speakers is second to none and most of them are directly involved in the cases presented, they are down to earth experts willing to share their in-depth experience with others.
- All the topics and speakers were very relevant and practical. One of the best conferences I have been to. Thanks
- Very interesting conference, well organised, excellent conference location, great networking opportunities, very good speakers, beautiful lunches and morning/afternoon teas. Thank you
- Excellent program, great speakers and relevant practical topics in a great Hotel. Thank you for all the time and effort put in. Impressive and worthwhile.
CPD Certificate
Lawyers: 11 CPD units/points (substantive law)
All delegates attending the conference will receive a CPD Certificate confirming attendance.
Registration Special Offer
If you register and pay by 18 July 2025 you will pay only $1980 – a saving of $308 off the full price conference registration fee of $2288.
Multiple registration discount?
If you would like to send 3 or more people from your company to this conference the following discounts apply:
- 3 registrations – 5% discount off each registration
- 4 registrations – 10% discount off each registration
- 5 or more registrations – 15% discount off each registration
To access this discount simply contact Jenna (details below) to organise the registrations for you.
One-day only? We do accept bookings for attending one day only. To organise a one-day booking, please contact Jenna.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Event Manager, Jenna Pickrell, on (03) 8601 7729 or email: [email protected]