| Topic |
Presenter
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Other Options to Discretionary Testamentary Trusts
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Ms Elizabeth Heenan, Special Counsel, Marks & Sands
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• Life interest clauses
• Moving assets into inter vivos trusts
• Binding financial agreements
• Protective trusts
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Troubles with Testators
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Ms Louella McFarlane, Senior Solicitor, O'Connor Partners
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• Issues with age and testamentary capacity
• Disputes relating to Wills and Enduring Powers of Attorney
• Undue influence, suspicious circumstances, lack of knowledge and approval
• Solicitor’s duties in relation to testamentary capacity
• Recent cases |
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Enduring Powers of Attorney – Use, Misuse and Althernatives
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Mr Michael Bowyer, Principal Legal Officer, Public Trustee
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• For what reasons could donees misuse them & how could they be misused?
• How could they be misused and what happens if they are misused?
• What happens if a person loses legal capacity without an enduring power of attorney?
• How does an enduring power of attorney differ from an administration order under the Guardianship and Administration Act 1990?
• Roles of the Public Advocate, State Administrative Tribunal and Public Trustee |
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Taxation & Deceased Estates
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Mr Ronald Doig, Partner, Munro Doig
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• Superannuation & deceased estates
• Superannuation & binding death benefits
• CGT and administration of estates
• Stamp duty & deeds of family arrangements
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