Succession and Elder Law for Rural Communities

Thursday, 26 September 2024
Chair

Trent Thorne, Partner, Hamilton Locke; Best Lawyers 2024, Agriculture and Rural Affairs

Succession Planning for Rural Families: Key Considerations to Handing Over the Keys to the Family Farm
  • Estate planning strategies for farming families
  • Adult children: contributions, claims and compensation
  • Testamentary trusts: a solution or a problem?
  • Lessons from family provision claims, proprietary estoppel and other disputes
  • When is a deed of family arrangement the answer?

Presented by Frances Becker, Partner, Hamilton Locke and Jack Conway, Special Counsel, Hamilton Locke; Accredited Specialist in Wills and Estates

Managing Ageing, Longevity and Family Conflict
  • Impact of Aged Care Bill on family representation and support
  • New limits on the scope and function of attorneys and guardians
  • Supported Decision making: what is it and why should I care?
  • Role of lawyers in helping clients manage their longevity

Presented by Michael Perkins, Principal, Autonomy First Lawyers and Amber Geake, Associate, Autonomy First Lawyers

Description

Attend and earn 1.5 CPD hours in Substantive Law
This program is applicable to practitioners from all States & Territories

* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules

Presenters


Jack Conway, Special Counsel, Hamilton Locke Private
Jack assists clients in the areas of estate planning, estate administration, trust and estate litigation, and administration and guardianship of persons with a disability. Jack has a special interest in navigating complex estate and trust issues, and is focused on giving clear, practical advice and offering sensible solutions for his clients. His clients include lay and professional executors and trustees, high net worth individuals, trustee companies, charities, lawyers and law firms, and everyday Australians. Jack is an Accredited Specialist in Wills & Estates (LIV), a full member of STEP, and a member of the Tax Institute. Jack has been recognised by Doyle’s Guide, and is a regular presenter to the legal profession and other professional and industry groups and has provided commentary for industry publications in his areas of expertise.


Michael Perkins, Principal, Autonomy First Lawyers
Michael is a lawyer, author, and educator with over 30 years’ experience in trusts, estates and private client practice. He is a strong supporter of Supported Decision Making as a method of client care in professional practice and dealing with the orderly management of a person’s longevity as they age. Michael helps resolve broader complexity and conflict in the lives of his clients, where possible without resort to litigation or other dispute resolution processes. This capability is born from Michael’s decades of knowledge of the law and deep understanding of how families need to operate to sustain themselves across generations. Michael helps clients deal with the practical, policy, strategic and operational needs of their wealth conservation, estate governance and administration and succession objectives.


Trent Thorne, Partner, Hamilton Locke
Trent has a passion for solving complex, multifaceted problems and leveraging his niche knowledge of the law to help achieve successful outcomes for clients. He is detail-orientated and takes a curious and innovative approach to his client representations. Trent has over 20 years of experience acting for clients across a range of industries including, food and agribusiness, regional and real estate. He has substantive experience advising on a variety of commercial matters including complex commercial disputes, financial, corporate and regulatory matters, negotiations, alternative dispute resolution and major pastoral property transactions. He is known for his commitment to the agricultural sector and extensive skills in alternative dispute resolution and has acted for major agribusiness entities, large property developers, multinational resource companies, major Government Owned Corporations and large corporate entities. Trent’s experience also includes seeking urgent interlocutory injunctions, defending and prosecuting class actions and resolving licensing and regulatory disputes. Known for his down to earth and pragmatic style, Trent is focused on providing practical and commercial advice to his clients. Trent is also a director on the boards of Beef Australia, AAM Investment Group and Rural Aid and prior to joining Hamilton Locke, Trent worked for McCullough Robertson and Ashurst.


Frances Becker, Partner, Hamilton Locke
Fran provides technically excellent, value-driven and commercially effective strategies and solutions for her clients and has practical experience in the private clients and agribusiness space, having grown up and been involved in the agribusiness industry all her life. She is a capable legal professional, known for her energy and enthusiasm in the workplace. Fran is an agribusiness and private client’s partner at Hamilton Locke. She is a trusted advisor to many privately owned businesses, families and high net worth individuals, advising on succession and business transition planning, complex estate planning, structuring and asset protection, and commercial, business and rural property transactions. Originally from Central Queensland, Fran with her husband now owns and runs a beef cattle enterprise in the Maranoa region, where she takes an active involvement in the day-to-day operations of the business and enjoys the reward of being a grazier, like many of her agribusiness clients. Prior to joining Hamilton Locke, Fran worked for Shand Taylor Lawyers and McCullough Robertson Lawyers.


Amber Geake, Associate, Autonomy First Lawyers
Amber Geake has been working in the legal sector since 2016, initially gaining experience in administrative and paralegal roles before being admitted to the Supreme Court of New South Wales in 2020. A passionate advocate, Amber’s focus is on all matters dealing with estates, including succession planning, estate administration and estate litigation. She has substantial experience in contested estate litigation (family provision, contested probate, testamentary capacity and validity, protected persons and general equity matters) in the Supreme Court of New South Wales. She also has considerable experience in the NSW Civil and Administrative Tribunal, assisting clients within the Guardianship Division of the Tribunal. Her experience representing clients from all around New South Wales has allowed her to gain an understanding of different demographics and family dynamics. When she is not working, Amber enjoys playing sport and being outdoors. Amber is currently undertaking her Master of Applied Law (Wills and Estates) at the College of Law.

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Succession and Elder Law for Rural Communities

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DELIVERY MODE BELOW

Single Session
CPD Points 1.5
$230.00
$161.00
On Demand 20241015 20240926

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