Presenter and Speaker

Upcoming Speaking Events

The Tax Institute Death & Taxes Conference – Speaker – Superannuation and Death – 1 September 2022 – details here

Caite has presented the following papers

2022

Bar Association of Qld – Speaker – Succession and Elder Law Update – 24 May 2022

2021

Legalwise 11th Annual Complex Estate Planning and Litigation Symposium – Chair – 16 November 2021 – see the program here
STEP Qld Trusts and Estates Conference – The Great Debate, Testamentary Discretionary Trusts – the Best Thing Since Sliced Bread, or Burnt Toast? Debate panellist, negative team – 22 October 2021 – see program here
QLS Succession and Elder Law Conference – panelist on the Case law quiz: Solicitors vs Barristers! – 24 September 2021 – see the program here
STEP Qld Roundtable event – facilitator of a discussion on the recent cases of Re: Permewan [2021] QSC and Turner v O’Bryan-Turner [2021] NSWSC 5 – 15 September 2021 – details of the event here
North Qld Law Association Conference – Estate Litigation Update – presenter – 27-29 May 2021 – see program here.
Legalwise 14^th Annual Wills and Estates Summit– Chair of one day seminar – 9 March 2021 – see the program here

2020

QLS Succession and Elder Law Festival – Case Update – 17-20 November 2019 – see the program here
NDIS and its impact on FPAs – Facilitator of STEP Qld Roundtable discussion – 20 August 2020
#STEPNEXTGEN Seminar – Estate Litigation, Evidence gathering, Solemn Form Proceedings, Disputed de facto Cases, Informal Will Applications – a selection of estate litigation cases, the evidence required to run them and how to get that evidence – presenter – 15 July 2020 – see the event here.
College of Law – Chair of 2 webinar panel discussions on Wills & Estate Updates in the COVID-19 period – May 2020
QLS Symposium – Year in review: Case Law and Legislation update – 13-14 March 2020 – see program here
Australian Bar Association (ABA) Annual Conference – Estate Litigation Update – co-presenter with Lindsay Ellison SC – 5-7 March 2020 – see program here
Sunshine Coast District Law Association – Case Update – 28 January 2020

2019

QLS Succession and Elder Law Residential– Estate Litigation 101 – 1-2 November 2019 – see the program here
Ipswich District Law Association – Incapacity, Death and Families – The Crossover between Succession and Family Law – 25 October 2019, Ipswich
Construction of Wills Webinar – Construction of Difficult Wills – 11 October 2019
Death … and Taxes Symposium – Tax Institute of Australia National Conference – The Increasingly Litigious Superannuation Environment – Gold Coast, 18-19 July 2019 – see brochure here
TEN Webinar – Construction of Wills: A Practical Primer for Succession Lawyers – 9 May 2019, Sydney – see brochure here or here

2018

QLS Succession and Elder Law Conference – paper on informal wills – Download this! Facebook, Snapchat and Selfie wills – 2-3 November 2018
Australian Unity Trustees – breakfast speaker – Recent Cases in the Succession Space – 16 October 2018
Death … and Taxes – Tax Institute of Australia National Conference – Speaking on Incapacity issues: powers of attorney, wills, super and binding nominations – 20 July 2018, Gold Coast
Legalwise Seminar – Probate: The Complex and the Unusual – Chair – 28 August 2018
Legalwise Seminar – Trusts and Deeds: Practice at the Cutting Edge – Chair, March 2018

2017

Legalwise Seminar – Will Disputes – Chair – 22 November 2017
Equity Trustees – Sir Ninian Stephen Lecture – A Tapas of Topics – 2 November 2017
Tax Institute of Australia, North Qld Tax Symposium – Estate Disputes: Lessons from the Battlefront – 20 October 2017 – Townsville
Thynne & Macartney Solicitors – Deeds of Settlement – What Needs to be Included, Drafting Self-executing Orders and Other Important Considerations – internal CLE presenter – 18 October 2017
QLS Succession Law Conference – An Appellate View of Rectification – Whose Will is it Anyway? – 6-7 October 2017
London Succession Law Conference – Statutory Wills – The New Frontier – 4-6 September 2017, London
STEP QLD Roundtable Discussion – Recent Amendments to the Succession Act – Facilitator of STEP Qld Roundtable discussion – 13 July 2017
QLS Succession Law Masterclass – Presenter – 6 April 2017
Legalwise Seminar – Trusts and Deeds – Chair – 29 March 2017
Legalwise – 6th Annual Wills and Estate Symposium – Seeking a Grant of Probate in Solemn Form – 16 March 2017
STEPL Lunch Time Seminar – Disposal of Bodily Remains – The Current Queensland Position – 7 February 2017

2016

QLS Succession Law Conference – Unusual and Contentious Issues in FPAs – 4-5 November 2016
Legalwise Seminar – Blended Families – Chair – 31 August 2016
North Queensland Law Association Conference – Will Stuff Ups & Settlement – Disasters, A Succession Law Update – 27 May 2016, Mackay
Legalwise Seminar – Trusts and Deeds – Chair – 23 March 2016
QLS Symposium – Recent Case Update – Chair of Session – 19 March 2016
STEP Tasmania Seminar – Recent Hot Issues in Trusts and Estates in Australia – 19 February 2016

2015

QLS Succession and Elder Law Conference – Rectifying the Wrecks – Rectification of Wills and Informal Wills – Presenter – 6-7 November 2015
QLS Succession and Elder Law Conference – Client Capacity – A Review of the Key Issues Around Client Capacity – Panellist – 6-7 November 2015
STEP QLD Branch – Annual Trusts and Estate Conference – Trusts & Estates – What’s Hot Right Now? – 4 September 2015
Family Law Practitioners Association & QLS Family Law Residential – Ensuring Across the Board Protection – The Intersection Between Family Law and Wills and Estates – 16-18 July 2015
QLS Succession Law Masterclass – Co-Facilitator in a half-day workshop designed for experienced succession law practitioners – 27 May 2015
Legalwise – 10 Points in One Day Seminar – Estate Litigation Update – 11 March 2015
QLS Symposium – Tactics in Estate Litigation – Panellist – 20 March 2015

2014

QLS 13th Annual Succession Law Conference – Drafting Settlement Agreements and Issues to Consider in Settling an FPA – Chair – 31 October – 1 November 2014 – See the full program here
QLS 13th Annual Succession Law Conference – Keeping Up with the Latest: Case Update – Chair – 31 October – 1 November 2014 – View program
Australian Law Students Association (‘ALSA’) Conference – Judge at Norton Rose Fulbright Client Interviewing Competition – 8 July 2014
STEP and QLS Joint Conference – A Century Strong – 100 Years of Family Provision: “What’s New? Recent Case Update” – Presenter – 25 July 2014 – View program
North Queensland Law Association Conference – Statutory and Informal Wills Update – The Latest Use for Mobile Phones and Other Important Things You Need to Know About Wills – Presenter – 16-17 May 2014, Cairns – View program
STEP QLD Branch Lunch Time Seminar – Recent Case Update – Co-presented with Andrew Fraser (barrister) – 3 June 2014
College of Law: 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 – 28 March 2014
Legalwise (10 Points in 1 Day Seminar) – Estate Disputes Update – The Latest in Solemn Form, Construction & Rectification and Court Made Will Cases – Presenter – 12 March 2014

2013

QLS 12th Annual Succession Law Conference – 30 Cases in 30 minutes – An Up-to-Date Snapshot of the Australian and International Cases to Know – Presenter – 1-2 November 2013
Legalwise (10 Points in 1 Day Seminar) – Where There’s a Will, There’s a Relative – Presenter – 13 March 2013

2012

Legalwise Estates Disputes Seminar – Chair – 21 November 2012
QLS North Queensland Symposium – 12 Month Review of Key Cases Impacting Succession Lawyers – Presenter – 9-10 November 2012, Townsville
QLS 11th Annual Succession Law Conference – Are You Sure You Understand How to Apply the Forfeiture Rule? – Speaker – 2-3 November 2012
LexisNexis Wills & Estate Conference – Court Made Wills – Speaker – 12 July 2012
QUT Succession Law Lecture – Topical Issues in Succession Law – Speaker – 29 May 2012
QLS Annual Wills & Estates Conference – Court Made Wills – Speaker – 24 May 2012
QLS Symposium – Cases, Controversy & Unusual Applications – Speaker – 31 March 2012
Legalwise Challenging Wills Seminar – Probate Caveats – Speaker – 6 March 2012

2011

QLS Succession Law Conference – 12 Month Review of Key Cases Impacting Succession Lawyers – Speaker – 4-5 November 2011
QLS Succession Law Conference – Interactive Case-based Q&A Panellist – 4-5 Nov 2011
Legalwise Will Disputes Seminar – Co-presentation with Trina Bucknall on Court Made Wills – 16 November 2011
Inaugural STEP Trust and Succession Law Full-day Conference – 2 September 2011, Cairns
QLS Regional Seminar at Bundaberg – Estate Planning and Succession Law Update – Speaker at co-presentation with Fred Smith – 21 July 2011
LexisNexis Two-day Conference – Wills & Estate Planning – Chair – 13-14 July 2011
McInnes Wilson Lawyers Internal Training Session – Court-made Wills for Persons Without Capacity – 7 July 2011
STEP Roundtable Discussion on Informal Wills under s18 of the Succession Act – co-facilitator (with Angela Cornford-Scott), 16 June 2011
North Queensland Law Association – To Be or Not to Be – When Will Informal Do? An Update on Informal Wills under s18 of the Succession Act – Speaker – 27 May 2011, Townsville
QLS Annual Will Drafting and Estate Planning Day – Estate Planning with the Essentials of Family Provision in Mind – Speaker – 26 May 2011
QLS Symposium – Family Provision Applications and Costs – Dispelling the Myth that Costs Always Come from the Estate – Speaker – Co-presentation with Rebecca Treston – 26 March 2011
QLS Regional Seminar – Estate Planning and Succession Law Update – Speaker – Co-presentation with Fred Smith – 18 March 2011, Emerald
QLS Regional Seminar – Estate Planning and Succession Law Update – Speaker – Co-presentation with Fred Smith – 3 March 2011, Kingaroy
QLS Regional Seminar – Estate Planning and Succession Law Update – Speaker – Co-presentation with Fred Smith – 24 February 2011, Gladstone
QLS Specialist Accreditation Information Evening – Panellist – 23 February 2011

2010

North Queensland Symposium – Nightmare on Succession Street – Speaker – Co-presenter with Peter Wilson – 19 November 2010, Cairns
QLS Succession Law Conference – Recent Case Update – Speaker – Co-presenter with Rebecca Treston – 5 November 2010, Coolum
Institute of Chartered Accountants – Forensic Accounting Special Interest Group – Wills and Estate – When Things Go Bad – Speaker – 14 July 2010
McInnes Wilson Lawyers – Disinheriting Black Sheep – Speaker, Co-presenter with Fred Smith, Brisbane, 5 May 2010
LexisNexis Wills & Estate Seminar – De Facto or Not De Facto – That is the Question – de factos in family provision applications – Speaker – 18-19 March 2010
LexisNexis Wills & Estate Seminar – Ethics in Estate Planning – Panellist – 18-19 March 2010

2009

QLD Symposium – Recent Case Update – Speaker and Chair – 31 October 2009
Perpetual Trustees QLD – Court Made Wills – Presenter of paper and training session – 22 October 2009
LexisNexis Wills and Estate Planning Conference (full day seminar) – Bringing and Responding to Challenges Against Gifts to Charities – Speaker – 17 September 2009
Legalwise Half-day Seminar – Wills Disputes Practice – Applications for an Extension of Time in FPAs – Speaker – 9 September 2009
QLS Drafting Wills and Challenging Estates (full day seminar) – Chair – 27 May 2009
Association of Development and Alumni Professionals in Education (‘ADAPE’) QLD Professional Development Session – Speaker – 13 May 2009
QLS Symposium – Practice Management Session – Chair – March 2009
Legalwise Advanced Wills Seminar on Probate Caveats and Procedure for Solemn Form Proceedings – Presenter – 27 March 2009
LexisNexis Wills and Estate Planning Masterclass – Chair – 12-13 March 2009
QLS Succession Law Focus – Bundaberg Seminar – Family Provision Claims – Speaker – 2009, Bundaberg

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” by Myles McGregor-Lowndes and Frances Hannah – Panellist – 7 November 2008
QLS Succession Law Conference – Evidence Gathering for Solemn Form Proceedings – Presenter – 31 October – 1 November 2008, Pelican Waters
QLS North Queensland Regional Symposium – Succession Law “stream” with Dan Morgan – Presenter – 17-18 October 2008, Palm Cove
QLS North Queensland Regional Symposium – “Tax Update” session (Chair) – 17-18 October 2008, Palm Cove
McInnes Wilson presentation to regional practitioners in Caboolture and Maroochydore – Don’t Let Death Bring a Business to its Knees – 28 August 2008, Caboolture and Maroochydore
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
Sydney Office of Perpetual Trustees Limited – Personal Liability of Executors and Administrators – presenter – 3 June 2008
Society of Trust and Estate Practitioners (‘STEP’) Presentations – recent case discussions by Caite at the beginning of each monthly presentation – Opening Presenter – May 2008 to December 2009
QLS Seminar on Wills, Enduring Powers of Attorney and Advance Health Directives – Dealing with Issues of Capacity – Presenter – 29 May 2008
Rodney Gibson & Associates (Financial Partners) and Hall Brown Chartered Accountants – Basics of Estate Litigation – Presenter – 6 May 2008
Brisbane Office of Perpetual Trustees Limited – Recent Changes to the Succession Act – Presenter – 29 April 2008
McInnes Wilson Regional Practitioners – Don’t Let Death Bring a Business to its Knees – Presenter – 23 April 2008, Ipswich and Toowoomba
Society of Trust and Estate Practitioners (‘STEP’) Presentation – Hot Off the Press – recent cases and issues in succession – Presenter – 21 April 2008
SJP Law – Recent Succession Law Issues – Presenter – 14 April 2008, Maroochydore
Brandon & Gullo – Recent Succession Law Issues – Presenter – 14 April 2008, Maroochydore
ANZ Trustees – Family Provision Applications in Queensland – Presenter – 13 March 2008, Melbourne

2007

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