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New South Wales: 7th Annual
Wills, Succession and Estate Planning Conference

Essential updates on the legal complexities and financial aspects of wills, succession and estates.

10 - 12 March 2009, The Grace Hotel, Sydney

Don’t miss the opportunity to attend the 7th Annual Wills, Succession and Estate Planning conference which will provide you with an informative update on the new Succession Amendment Act 2008, philanthropy and charitable giving, cross border estate planning and overseas assets, protective trusts for vulnerable beneficiaries together with practical tools and tips.

P.S. Gain CLE points

Key Sessions

  • Discover the intricacies of taxation for multi-jurisdictional and overseas assets and the latest changes to tax and superannuation rules in a new regime
  • Evaluate the impact of the latest statute developments in de facto and same sex laws
  • Analyse recent case law on testator's family maintenance, estate litigation and probate
  • Gain expert advice on testamentary trusts, family trusts, business succession, binding death nominations and superannuation

Outstanding speaker faculty

Hear from these leading experts:

  • Tim Somerville, Partner, Somerville & Co
  • Jenny McMillan, Head of Estate Planning, Trust Company Ltd
  • Robert Monahan, Estate Planning Specialist, Australian Executor Trustees Limited
  • Michael Kobras, Partner, Schwelzer Kobras
  • Richard Neal, Partner, Teece Hodgson & Ward
  • John Poole, Principal, Maurice Buckley, CT Poole & Son
  • Kevin Munro, Principal, Munro Lawyers

Purposefully designed education for

  • Wills & probate lawyers
  • Estate planning lawyers
  • Succession law practitioners
  • Barristers
  • Trustee companies
  • Financial Planners
  • Estate planning professionals
  • Taxation advisers working in the area of estate planning

LexisNexis Wills Publications:

Click here for a wide range of Wills, Succession & Estate Planning publications from LexisNexis including:

NSW 7th Annual WIlls, Succession & Estate Planning Conference

 

 

 

Official publications:

Australian Superannuation Bulletin

 

 

Retirement & Estate Planning Bulletin

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