Wills & Estates - Friday 11 September 2026
(5 CPD) by ZOOM from the comfort of your home or office
Chair: Andrew Spierings, Barrister Vic Bar
Registration / Zoom in from 8:30am
Registration / Zoom in from 8:30am
|
|
|
9:00-10:00am
|
10:10-11:10am |
11:20-12:20pm
|
|
Shane P Newton Barrister Vic Bar
The requirement to establish dependency in claims under part IV of the Administration and Probate Act 1958 |
1:00-2:00pm
|
2:10-3:10pm
Mitch McKenzie Barrister Vic Bar
|
MORE DETAILS on topics (where provided):
* 9:00am - 10:00am
Simon T Pitt KC
Estate Disputes Involving Control of Trust.
We are in the middle of a $5 trillion inter-generational transfer of
wealth. It is bringing with it some complicated issues, both at an
estate level and a trust level. This paper will cover, amongst other
things, the following:
Corporate trustees: the 'controller' is dead; long live the controller.
"I want out." What are your options? Re Costa [2024] VSC 776.
Wealthy on paper: debts and UPEs.
** 11:20am - 12:20pm
Carolyn Sparke KC
Rogue Executors - what to do about executor misconduct. ** (see below)Further
Estate administration can unravel quickly when a personal representative stops communicating, stops accounting, and starts spending. This session maps out the warning signs, the court's powers, and the steps practitioners must take when administration of an estate breaks down, including:
* 9:00am - 10:00am
Simon T Pitt KC
Estate Disputes Involving Control of Trust.
We are in the middle of a $5 trillion inter-generational transfer of
wealth. It is bringing with it some complicated issues, both at an
estate level and a trust level. This paper will cover, amongst other
things, the following:
Corporate trustees: the 'controller' is dead; long live the controller.
"I want out." What are your options? Re Costa [2024] VSC 776.
Wealthy on paper: debts and UPEs.
** 11:20am - 12:20pm
Carolyn Sparke KC
Rogue Executors - what to do about executor misconduct. ** (see below)Further
Estate administration can unravel quickly when a personal representative stops communicating, stops accounting, and starts spending. This session maps out the warning signs, the court's powers, and the steps practitioners must take when administration of an estate breaks down, including:
- The fiduciary duties owed by a personal representative to beneficiaries
- Court action, including the court's power to freeze an administrator's accounts on an urgent basis
- The circumstances in which third party recipients may be required to account or make restitution
- When a court may authorise an interim distribution to beneficiaries before administration is complete.
