Thursday, 20 November 2025
Chair
Stephen Lynch, Director, Somerville Legal; Accredited Specialist in Wills and Estates; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2024 and former author, LexisNexis ‘Practical Guide Succession Law’
Description
Attend and earn 1 CPD unit in Substantive Law
This program is based on NSW Legislation
Mitigating Unnecessary Estate Taxes or Duty
- What gateways exist for delaying CGT and removing duty in Estates
- How does the Tax Act give concessions for Family Separations
- Common traps
Presented by Matthew McKee, Partner, Brown Wright Stein Lawyers; Recommended Tax Lawyer, Doyle’s Guide 2025
Presenters
Stephen Lynch, Director, Somerville LegalStephen is an Accredited Specialist in wills and estates, having specialised in the area of wills, probate, estate planning and succession for more than 20 years. His experience includes complex estate planning, including advising in relation to asset protection measures such as creation of testamentary trusts. Stephen also specialises in contested estates, including testamentary capacity disputes and Family Provision claims. Stephen is one of the authors of the highly regarded Lexis Nexis Practical Guidance publication on Succession Law, has spoken across Australia on wills and estates matters, and has been listed in the Doyles Guide of top wills and estates lawyers in NSW every year since 2015.
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.
