Presenters

Matthew McKee, Partner, Brown Wright Stein Lawyers
Matthew McKee is an experienced tax and trusts lawyer who provides tax and commercial related advice to accountants, financial planners, SMEs and private clients. Matthew advises on income tax, capital gains tax, fringe benefits tax, GST, stamp duties, payroll tax and superannuation law. Matthew has a particular expertise on the tax issues associated with trusts. Matthew regularly provides advice on the structuring of businesses and family wealth through discretionary trusts and unit trusts.


Guy Moloney, Special Counsel, HWL Ebsworth
Guy is the head of litigation in HWL Ebsworth’s Wills and Estate Planning practice group, and has specialised exclusively in complex Estate Litigation and Estate Planning matters for the last 7 years. In that time Guy has run family provision cases of all degrees of complexity; will rectification proceedings; statutory will proceedings; testamentary capacity proceedings; administration suits and executor default suits in the Supreme Courts of New South Wales, Victoria and the ACT. Before focusing exclusively on estates, Guy had more than a decade’s experience in insolvency, tax and general commercial litigation. Guy’s experience in estate disputes is brought to bear when advising clients on the creation of a robust and secure estate plan. In 2021 Guy was recognised as a “Rising Star – Wills, Estates and Succession Planning“ in Doyles Guide. Guy was also invited to edit the CCH Online “New South Wales Wills in Practice Commentary” regarding estate litigation and inducted by invitation into The Kronberg Circle, a European Society of Estate Planning lawyers and Public Notaries. Guy commenced his career working as a Tipstaff for the Honourable Justice Palmer in the NSW Supreme Court and has a Masters in Commercial Law from UNSW.


Dr Jane Lonie, Consultant Clinical Neuropsychologist Dr Jane Lonie
Dr. Jane Lonie is a Consultant Clinical Neuropsychologist with over twenty years of experience in the assessment and management of cognitive dysfunction in adults and older adults. She is author of over twenty peer reviewed articles in the areas of dementia and capacity, (the most recent paper appearing in the Australian Bar Review), and maintains a special interest in provision of medico-legal opinion in matters relating to legal capacity. She regularly provides assessment and reports in matters of questionable testamentary capacity, guardianship disputes, financial management orders, capacity to instruct, give evidence or appoint powers of attorney. During her twenty years of experience in specialist Neuropsychological practice, Dr. Lonie has provided assessments and reports for in excess of 3,500 patients. She offers private consultations to patients at the request of patients themselves, carers, referring clinicians and legal practitioners. Dr. Lonie has substantial experience in assessment, report writing and court appearance for the purposes of provision of expert opinion relating to areas of expertise: Assessment of Cognitive function (Adults and Older Adults); Assessment of testamentary capacity (contemporaneous and retrospective) ; Guardianship disputes/ application reports; Financial management Capacity; Assessment of capacity to grant/revoke Powers of Attorney; Return to work assessment ; Total and Permanent Disability insurance claims; Neuropsychological function in criminal matters; Capacity to give evidence.

Presenters

Matthew McKee, Partner, Brown Wright Stein Lawyers
Matthew McKee is an experienced tax and trusts lawyer who provides tax and commercial related advice to accountants, financial planners, SMEs and private clients. Matthew advises on income tax, capital gains tax, fringe benefits tax, GST, stamp duties, payroll tax and superannuation law. Matthew has a particular expertise on the tax issues associated with trusts. Matthew regularly provides advice on the structuring of businesses and family wealth through discretionary trusts and unit trusts.


Guy Moloney, Special Counsel, HWL Ebsworth
Guy is the head of litigation in HWL Ebsworth’s Wills and Estate Planning practice group, and has specialised exclusively in complex Estate Litigation and Estate Planning matters for the last 7 years. In that time Guy has run family provision cases of all degrees of complexity; will rectification proceedings; statutory will proceedings; testamentary capacity proceedings; administration suits and executor default suits in the Supreme Courts of New South Wales, Victoria and the ACT. Before focusing exclusively on estates, Guy had more than a decade’s experience in insolvency, tax and general commercial litigation. Guy’s experience in estate disputes is brought to bear when advising clients on the creation of a robust and secure estate plan. In 2021 Guy was recognised as a “Rising Star – Wills, Estates and Succession Planning“ in Doyles Guide. Guy was also invited to edit the CCH Online “New South Wales Wills in Practice Commentary” regarding estate litigation and inducted by invitation into The Kronberg Circle, a European Society of Estate Planning lawyers and Public Notaries. Guy commenced his career working as a Tipstaff for the Honourable Justice Palmer in the NSW Supreme Court and has a Masters in Commercial Law from UNSW.


Dr Jane Lonie, Consultant Clinical Neuropsychologist Dr Jane Lonie
Dr. Jane Lonie is a Consultant Clinical Neuropsychologist with over twenty years of experience in the assessment and management of cognitive dysfunction in adults and older adults. She is author of over twenty peer reviewed articles in the areas of dementia and capacity, (the most recent paper appearing in the Australian Bar Review), and maintains a special interest in provision of medico-legal opinion in matters relating to legal capacity. She regularly provides assessment and reports in matters of questionable testamentary capacity, guardianship disputes, financial management orders, capacity to instruct, give evidence or appoint powers of attorney. During her twenty years of experience in specialist Neuropsychological practice, Dr. Lonie has provided assessments and reports for in excess of 3,500 patients. She offers private consultations to patients at the request of patients themselves, carers, referring clinicians and legal practitioners. Dr. Lonie has substantial experience in assessment, report writing and court appearance for the purposes of provision of expert opinion relating to areas of expertise: Assessment of Cognitive function (Adults and Older Adults); Assessment of testamentary capacity (contemporaneous and retrospective) ; Guardianship disputes/ application reports; Financial management Capacity; Assessment of capacity to grant/revoke Powers of Attorney; Return to work assessment ; Total and Permanent Disability insurance claims; Neuropsychological function in criminal matters; Capacity to give evidence.