- CPD Points: 1 [PM] [PS] [SL]
- Price: $89.00
- Area: Administration of Estates; Elder and Succession Law; Estate Planning; Guardianship; Litigation; Powers of Attorney; Succession Planning; Trusts; Wills
- Delivered: August 2023
Digital Content
- Recording
- PDF of Slides
To purchase login below
Description
This session was delivered into the Elder and Succession Conference 2023. The presenters, Kimberley Martin and Alison Wiss provide an update on recent legislation, policy and case law in this space:
Legislation/Policy Update
- Banks and Powers of Attorney – STEP Australia Policy and Advocacy Committee, Law Council of Australia and other professional bodies
- Best Practice Guides from Law Council of Australia
- Use of Electronic Signatures and Remote Witnessing
- Guardianship and Administration Amendment (Advance Care Directives) Act 2021 (Tas)
- Foreign Investor Updates (FIDS/FILTS/FIRB)
- Intergenerational Rural Transfer Exemption Update
- Guardianship and Administration Amendment Bill 2023 (5 of 2023)
Case Law
- Legal Services Commissioner v Pennisi [2023] QCAT 118
- Williams v Williams [2023] QSC 90 (SMSF)
- Williams v Duerinckx Enterprises Pty Ltd [2022] TASSC 32 (20 May 2022), In the matter of the George Hardi Family Trust [2021] NSWSC 1584 (26 November 2021) and Application of Walker Corporation Pty Ltd [2022] NSWSC 1609 (28 November 2022)
- Aretha Franklin’s ‘handwritten note’ found in her couch
- CPD Points: 1 [PM] [PS] [SL]
- Price: $89.00
- Area: Administration of Estates; Elder and Succession Law; Estate Planning; Guardianship; Litigation; Powers of Attorney; Succession Planning; Trusts; Wills
- Delivered: August 2023
Digital Content
- Recording
- PDF of Slides
To purchase login below
Description
This session was delivered into the Elder and Succession Conference 2023. The presenters, Kimberley Martin and Alison Wiss provide an update on recent legislation, policy and case law in this space:
Legislation/Policy Update
- Banks and Powers of Attorney – STEP Australia Policy and Advocacy Committee, Law Council of Australia and other professional bodies
- Best Practice Guides from Law Council of Australia
- Use of Electronic Signatures and Remote Witnessing
- Guardianship and Administration Amendment (Advance Care Directives) Act 2021 (Tas)
- Foreign Investor Updates (FIDS/FILTS/FIRB)
- Intergenerational Rural Transfer Exemption Update
- Guardianship and Administration Amendment Bill 2023 (5 of 2023)
Case Law
- Legal Services Commissioner v Pennisi [2023] QCAT 118
- Williams v Williams [2023] QSC 90 (SMSF)
- Williams v Duerinckx Enterprises Pty Ltd [2022] TASSC 32 (20 May 2022), In the matter of the George Hardi Family Trust [2021] NSWSC 1584 (26 November 2021) and Application of Walker Corporation Pty Ltd [2022] NSWSC 1609 (28 November 2022)
- Aretha Franklin’s ‘handwritten note’ found in her couch
Kimberley Martin, Director, WMM Law
About the Presenter:
Ms Kimberley Martin is a senior estate planning, commercial, tax and trusts lawyer experienced in all aspects of Estate Planning, including Wills, Enduring Powers of Attorney, Instruments Appointing Enduring Guardians, trust law and superannuation law. Her LLB is from UTAS, and she has an LLM (Masters) in Wills & Estates. Kimberley is a member of the Society of Trust
and Estate Practitioners (STEP), an international group of professionals involved in trusts and estates. Through STEP, she is a member of the STEP Digital Asset Special Interest Group, a global group that provides an international forum of debate, education and support on digital issues. Kimberley won the Law Society of Tasmania’s Young Lawyer Award in 2016 and was awarded international Young Practitioner of the Year at the STEP Private Client Awards in London in 2018.
Alison Wiss, Senior Lawyer, McMullen Lawyers
About the Presenter:
Ms Alison Wiss is a senior lawyer at McMullen Lawyers. Alison has many years of experience in estate planning law and administration of deceased estates. Her practice involves the preparation of wills, testamentary trusts, enduring powers of attorney and enduring guardianship. Alison also has an extensive knowledge when it comes to dealing with probate applications and letters of administration. Alison is immediate past chair for the Society’s Elder and Succession Law Committee and has contributed to a Charter for Human Rights and is also a member of the Golden Key International Honour Society for her work on human rights.
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About the Presenter: