Upcoming Speaking Events

Australian Unity Trustees – breakfast speaker Recent Cases in the Succession Space – 16 October 2018

QLS Succession and Elder Law Conference – speaking on informal wills, Download this! Facebook, Snapchat and Selfie wills – 2-3 November 2018 – see program

 

Caite has presented the following papers as a speaker at conferences, symposiums, masterclasses, panel discussions and seminars.

Recent Speaking Events

Death … and Taxes – Tax Institute of Australia National Conference – Speaking on Incapacity issues: powers of attorney, wills, super and binding nominations – Gold Coast, 20 July 2018 – see program

Probate: The Complex and the Unusual – Legalwise Seminar – chair – 28 August 2018

Trusts and Deeds: Practice at the Cutting Edge – LegalWise Seminar – Chair, March 2018 

2017

  • Will Disputes – Chair of Legalwise seminar – 22 November 2017
  • Equity Trustees Sir Ninian Stephen Lecture – A Tapas of Topics – 2 November 2017
  • Estate Disputes: Lessons from the Battlefront  – Tax Institute of Australia, North Qld Tax Symposium, Townsville – 20 October 2017
  • Deeds of Settlement – what needs to be included, drafting self-executing orders and other important considerations – Thynne & Macartney solicitors – internal CLE presenter – 18 October 2017
  • An Appellate View of Rectification – Whose Will is it anyway?  QLS Succession Law Conference – 6-7 October 2017 – see program
  • Statutory wills – the new frontier –  Succession Law Conference, London, UK – 4-6 September 2017
  • Recent Amendments to the Succession Act – Facilitator of STEP Qld Roundtable discussion – 13 July 2017
  • QLS Succession Law Masterclass – Presenter – 6 April 2017
  • Trusts and Deeds – Chair of Legalwise seminar – 29 March 2017 – see program
  • Seeking a Grant of Probate in Solemn Form – Legalwise – 6th Annual Wills and Estates Symposium – 16 March 2017
  • Disposal of bodily remains – the current Queensland position – STEP lunchtime seminar – 7 February 2017

2016

  • Unusual and contentious issues in FPAs – QLS Succession Law Conference,  4-5 November 2016
  • Blended Families – Chair of half-day Legalwise Seminar, 31 August 2016
  • Will Stuff Ups & Settlement – Disasters, A Succession Law Update – North Queensland Law Association Conference, Mackay, 27 May 2016
  • Trusts and Deeds – Chair of whole day Legalwise Seminar, 23 March 2016
  • Recent Case Update – Chair of Session, QLS Symposium, 19 March 2016
  • Recent hot issues in trusts and estates in Australia – Seminar, STEP Tasmania, 19 February 2016

2015

  • Rectifying the wrecks – Rectification of wills and informal wills – Presenter – QLS Succession and Elder Law Conference, 6-7 November 2015  View the Program
  • Client capacity – a review of the key issues around client capacity –Panellist – QLS Succession and Elder Law Conference, 6-7 November 2015  View the Program
  • Trusts & Estates – what’s hot right now? – STEP Qld Branch Annual Trusts and Estates Conference, 4 September 2015 View program
  • Ensuring across the board protection – the intersection between family law and wills and estates – Family Law Practitioners Association & QLS Family Law Residential, 16-18 July 2015 View Program
  • Co-Facilitator in a half-day workshop designed for experienced succession law practitioners – QLS Succession Law Masterclass, 27 May 2015 View Program
  • Estate Litigation Update – 10 Points in One Day seminar – Legalwise, 11 March 2015 – View Program
  • Tactics in Estate Litigation – Panellist – QLS Symposium, 20 March 2015  View program

2014

  • Drafting settlement agreements and issues to consider in settling a FPA – Chair – QLS 13th Annual Succession Law Conference, 31 October – 1 November 2014 See the full program here
  • Keeping up with the latest: Case Update – Chair – QLS 13th Annual Succession Law Conference, 31 October – 1 November 2014 View program
  • Judge at Norton Rose Fulbright Client Interviewing Competition – Australian Law Students Association (‘ALSA’) Conference, 8 July 2014
  • A Century Strong – 100 Years of Family Provision “What’s New?  Recent Case Update” – Presenter – a joint conference between STEP and the QLS – 25 July 2014 View program
  • Statutory and Informal Wills update – the latest use for mobile phones and other important things you need to know about Wills – Presenter – North Queensland Law Association Conference, Cairns, 16-17 May 2014 View program
  • Recent Case Update – Co-presented with Andrew Fraser (barrister) – STEP (Qld Branch) Lunchtime Seminar, 3 June 2014
  • Master of Applied Law (Wills & Estates) program – Full day workshop, speaking on different types of court applications that may be required where the estate administration does not proceed smoothly –College of Law – 28 March 2014
  • 10 points in 1 day seminar “Estate Disputes update – the latest in solemn form, construction & rectification and court made will cases” – Presenter – Legalwise, 12 March 2014

2013

  • 30 cases in 30 minutes – An up-to-date snapshot of the Australian and international cases to know – Presenter – QLS 12th Annual Succession Law Conference – 1-2 November 2013
  • 10 points in 1 day seminar – Will disputes – Where there’s a will there’s a relative – Presenter – Legalwise – 13 March 2013

2012

  • Estate Disputes seminar – Chair – Legalwise, 21 November 2012
  • 12 month review of key cases impacting succession lawyers – Presenter – QLS North Queensland Symposium, Townsville, 9-10 November 2012
  • Are you sure you understand how to apply the forfeiture rule? – Speaker – QLS 11th Annual Succession Law Conference, 2-3 November 2012
  • Court Made Wills – Speaker -Lexis Nexis Wills & Estates Conference, 12 July 2012
  • Court Made Wills – Speaker – QLS Annual Wills & Estates Conference, 24 May 2012
  • Cases, Controversy & Unusual Applications – Speaker – QLS Symposium, 31 March 2012
  • Probate Caveats – Speaker – Legalwise Challenging Wills Seminar, 6 March 2012

2011

  • 12 month review of key cases impacting succession lawyers – Speaker – QLS Succession Law Conference, 4-5 Nov 2011
  • Interactive case-based Q&A – Panellist – QLS Succession Law Conference, 4-5 Nov 2011
  • Will Disputes seminar – co-presentation with Trina Bucknall on Court Made Wills – Legalwise, 16 November 2011
  • Chair of Inaugural STEP Trust and Succession Law Conference, Cairns (full day conference), 2 September 2011
  • QLS Regional Seminar at Bundaberg – Speaker at co-presentation with Fred Smith – Estate Planning and Succession Law Update, 21 July 2011
  • Wills & Estate Planning – Chair – Two day LexisNexis conference, 13-14 July 2011
  • Court made wills for persons without capacity – internal training session given at McInnes Wilson Lawyers, 7 July 2011
  • STEP roundtable discussion on informal wills under s18 of the Succession Act – co-facilitator (with Angela Cornford-Scott), 16 June 2011
  • To Be or Not to Be – When will informal do?  An update on informal wills under s18 of the Succession Act – Speaker – North Qld Law Association in Townsville, 27 May 2011
  • Estate planning with the essentials of family provision in mind – Speaker – QLS Annual Will Drafting and Estate Planning Day, 26 May 2011
  • Family Provision Applications and Costs – dispelling the myth that costs always come from the estate – Speaker – co-presentation with Rebecca Treston – QLS Symposium, 26 March 2011
  • Estate Planning and Succession Law Update – Speaker co-presentation with Fred Smith – QLS Regional Seminar, Emerald, 18 March 2011
  • Estate Planning and Succession Law Update – speaker in co-presentation with Fred Smith – QLS Regional Seminar, Kingaroy, 3 March 2011
  • Estate Planning and Succession Law Update – Speaker in co-presentation with Fred Smith – QLS Regional Seminar at Gladstone, 24 February 2011
  • QLS Specialist Accreditation Information Evening – Panellist -23 February 2011

2010

  • Nightmare on Succession Street! – Speaker, co-presenter with Peter Wilson – North Queensland Symposium, Cairns, 19 November 2010
  • Recent Case Update – Speaker, co-presenter with Rebecca Treston – QLS Succession Law Conference, Coolum, 5 November 2010
  • “De facto or not de facto – that is the Question”de factos in family provision applications (Speaker) and “Ethics in estate planning” (Panellist) -LexisNexis Wills & Estates seminar, 18-19 March 2010

2009

  • Recent Case Update – Speaker and Chair – QLD Symposium, 31 October 2009
  • Court Made Wills – Presenter of paper and training session –  Perpetual Trustees Qld, 22 October 2009
  • Bringing and responding to challenges against gifts to charities – Speaker – full day seminar – LexisNexis Wills and Estate Planning Conference, 17 September 2009
  • Wills Disputes Practice –Applications for an extension of time in FPAs­ – Speaker – half day seminar – Legalwise, 9 September 2009
  • Drafting Wills and Challenging Estates seminar – Chair of full day seminar, QLS, 27 May 2009
  • Bequests – Speaker – ADAPE (Association of Development and Alumni Professionals in Education) Qld Professional Development session, 13 May 2009
  • Practice Management session – Chair -QLS Symposium, March 2009
  • Advanced Wills seminar on Probate caveats and procedure for solemn form proceedings – Presenter – Legalwise, 27 March 2009
  • Wills and Estate Planning Masterclass – Chair – Lexis Nexis, 12-13 March 2009

2008

  • Executors & Beneficiaries: Points of Contention seminar – Chair – Television Education Network, 12 November 2008
  • Launch of QUT Family Provision Report “Every Player Wins a PRIZE? Family Provision Applications and Bequests to Charity, October 2008 by Myles McGregor-Lowndes and Frances Hannah” -Panellist – 7 November 2008
  • Evidence gathering for solemn form proceedings – Presenter – QLS Succession Law Conference at Pelican Waters, 31 October – 1 November 2008
  • Succession Law “stream” with Dan Morgan (Presenter) and “Tax Update” session (Chair) – QLS North Queensland Regional  Symposium, Palm Cove, 17-18 October 2008
  • Don’t let death bring a business to its knees – McInnes Wilson presentation to regional practitioners in Caboolture and Maroochydore, 28 August 2008
  • QLS workshop on drafting court documents under the UCPR – Presented paper on Notices of Non Party Disclosure and participated in all aspects of the workshop problem and panel discussion -17 June 2008
  • Personal liability of executors and administrators – presentation to Sydney office of Perpetual Trustees Limited, 3 June 2008
  • Recent case discussion by me at the beginning of each monthly STEP (Society of Trust and Estate Practitioners) presentation – Opening Presenter – May 2008 to December 2009
  • Dealing with Issues of capacity – Presenter – QLS seminar on Wills, Enduring Powers of Attorney and Advance Health Directives, 29 May 2008
  • Basics of Estate Litigation – Presenter – Rodney Gibson & Associates (financial planners) and Hall Brown Chartered Accountants, 6 May 2008
  • Recent changes to the Succession Act – Presenter – Brisbane office of Perpetual Trustees Limited, 29 April 2008
  • Don’t let death bring a business to its knees – Presenter – McInnes Wilson regional practitioners in both Ipswich and Toowoomba, 23 April 2008
  • Hot off the press – recent cases and issues in succession – Presenter – STEP, 21 April 2008
  • Recent Succession Law issues – Presenter to – SJP Law, Maroochydore,  14 April 2008
  • Recent Succession Law issues – Presenter to – Brandon & Gullo, Maroochydore, 14 April 2008
  • Family provision applications in Queensland – Presenter to – ANZ Trustees, Melbourne, 13 March 2008

2007

  • “Succession Law Case Alert” session with Doug Murphy SC and Dan Morgan – Chair and Moderator – QLS Succession Law Conference, 27 October 2007
  • Safeguarding Against Family Provision Claims – LexisNexis 3rd annual Will Drafting Essentials, 16 October 2007