16th Annual Wills and Estates Conference eBook

Modern succession planning is more complex than ever — with successor trustee disputes, outdated trust deeds, and estranged adult children all threatening the integrity of your client’s succession plan.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.

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

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