Attend and earn 3 CPD units in Substantive Law
This program is based on NSW legislation
* 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
- A quick estate planning recap
- Matters to be considered beyond the usual estate planning documents including family loans, BFAs and Releases
- The role of BFAs and Releases for blended families
- Practical examples
Presented by Mark Squire, Practice Group Leader – Wills and Estates, Vinden Lawyers
- Tax issues for the Estate
- Succession planning and tax issues
- An example, can an Estate be a beneficiary of a family trust?
Presented by Ken Schurgott, Director – Solicitor, Schurgott & Co Lawyers
Geoffry Underwood, Barrister, Sixth Floor Selborne Wentworth Chambers
- Analyse recent estate litigation judgments highlighting emerging trends and judicial reasoning
- Consider the practical implications and how these decisions may inform future claims and defences
Presented by John Armfield, Barrister & Mediator, Two Wentworth Chambers; Preeminent Wills and Estates Litigation Junior Counsel, Doyle’s Guide 2025
Presented by Her Honour Judge Gillian Eldershaw, Federal Circuit and Family Court of Australia (Division 2) and Megan Norris, Barrister, Culwulla Chambers
Presenters
Geoffry Underwood, Barrister, Sixth Floor Selborne Wentworth ChambersGeoffry Underwood is a barrister practising from Sixth Floor, Selborne Wentworth Chambers, 174 Phillip Street Sydney. He practises principally in the area of Equity, Estate and Family Provision advising and litigation. He has been involved in Estate Litigation on a regular basis for over 20 years. He has many interests outside the law including family, travel, golf and classical music.
John Armfield, Barrister & Mediator, Two Wentworth Chambers
John has been practicing at the NSW Bar for 44 years as counsel in wills and estates matters and related litigation. He has long been recognised in Doyles Guide as a leading junior counsel in 2015, 2017-2020, 2022, 2023, 2024 and 2025 as a pre-eminent and recommended leading wills and estates junior counsel. His particular expertise spans family provision law, testamentary capacity, informal wills, estoppel in estate litigation and the rights of beneficiaries to obtain information in relation to the administration of trusts. Approachable as he is, his colleagues and members of the broader legal profession have come to rely on John’s guidance, counsel and assistance to resolve complex wills & estates matters. John is an accredited mediator. He is approached to act as mediator and instructed as counsel to appear for parties in more than 100 mediations a year. For the most part, he achieves an inordinate number of settlements either as Counsel, or as mediator assisting parties to reach a result they find acceptable in their circumstances. John is a regular legal conference speaker including STEP, the Blue Mountains Conference, Ten The Education Network and other various legal education channels together with his own Floor’s conference.
Mark Squire, Practice Group Leader – Wills and Estates, Vinden Lawyers
After conducting his own city practice for many years, Mark is now a director and the Practice Group Leader- Wills and Estates at Vinden Lawyers Pty Limited. In this role, Mark is able to practice substantially in estate planning with a particular interest in blended family issues. Mark is a former part-time lecturer at UTS and is a regular presenter to legal and other professional groups, mainly for Legalwise.
Her Honour Judge Gillian Eldershaw, Federal Circuit and Family Court of Australia
Her Honour Judge Eldershaw is a Judge of the Federal Circuit and Family Court of Australia (Division 2) in the Sydney Registry. Her Honour was appointed to the Court in April 2022 after many years in practice, of which 14 years were at the NSW Bar specialising in family law and employment-related disciplinary matters, investigations and public inquiries. In 2004, Her Honour graduated from the University of Sydney with First Class Honours in Law and, for the next few years, was a solicitor at Allens Arthur Robinson (as it then was), where she worked as a commercial litigator. In conjunction with her judicial duties, Her Honour was a Member of the NSW Independent Liquor and Gaming Authority which oversaw the licensing of Crown Casino after the 2021 Bergin Review and other Royal Commissions, and the Inquiry into the Star Casino.
Ken Schurgott, Director – Solicitor, Schurgott & Co Lawyers
Ken Schurgott is a Solicitor - Director of Schurgott & Co Lawyers specialising in taxation matters (including State Taxes, stamp duty, payroll tax and land tax) and with extensive experience in business structuring, business sales and acquisitions, asset protection, succession planning and trust and estate law. Ken is very experienced in tax dispute matters, negotiations for settlements, mediations and conciliations and litigation. He regularly appears before the AAT and NCAT and instructs counsel in matters before the Courts. Ken has been heavily involved in consultations with the ATO and Treasury on matters involving trusts. Ken was a member of the Board of Taxation Working Group on 2011 Report on the Taxation of Collective Investment Vehicles which led to the introduction of the AMIT regime. He was National President of The Tax Institute in 2012.
Megan Norris, Barrister, Culwulla Chambers
Prior to being called to the Bar in 2025, Megan worked as a solicitor at Legal Aid NSW for over 10 years. Megan was a solicitor advocate and appeared in complex interim hearings and final hearings. Megan has been practicing in both family law (parenting and property) and the care and protection jurisdiction since 2011. She has a strong passion for advocacy representing both parties and children. Megan regularly appears on Circuit in Dubbo, Orange, Wagga Wagga and Albury.