12th Annual Melbourne Wills and Estates Conference e-book

Succession lawyers navigate a complex landscape where client needs meet intricate family dynamics, asset structures, and the risk of disputes. Join us at TEN The Education Network’s 12th Annual Melbourne Wills and Estates Conference to explore these challenges and dive into pressing issues shaping succession law. Topics covered include navigating the rights and entitlements of step-children to super and the estate, mutual wills and the lessons from Re Miglic, as well as the consequences of broken promises for estate administration. The conference also includes a deep dive into the decision of Jurak v Latham and its impact on family provision claims, as well as counting the cost of the after-tax treatment of inheritances.

Disgruntled Beneficiaries and the Estate

• I'm a Step-Child, can I Claim? The Rights, Entitlements and Status of Step-Children to the Estate and Super
• Family Provision Claims and the Lessons from Jurak
• Made to be Broken? The Consequences of Broken Promises for Estate Administration

The Succession Law Toolkit

• Gone but not Forgotten: Mutual Wills and the Lessons from Re Miglic
• To The Bitter End: Ensuring a Past De Facto Cannot Claim on the Estate
• Between a Rock and a Hard Place: Incapacity and the Surviving Spouse

The Impact of Trusts, Tax and Super

• Trust Deed Tune-Up: Do You Have the Power to Vary (and When Should You Use it?)
• Counting the Cost of the After-tax Treatment of Inheritances
• Death Benefits - They Can be Challenging and They Are Being Challenged

3 Compulsory CPD Topics

• Professional Skills - Nothing Ever Goes to Plan: The Reality of Judicial Advice Applications
• Practice Management & Business Skills - Navigating the Storm: Handling Difficult Clients (and Non-clients) in Your Practice
• Ethics - Learning from the Mistakes of Others: A Lesson in Ethics for Busy Practitioners