Thursday, 19 June 2025
Chair
Sheridan Emerson, Partner, Pearson Emerson
Valuing Beneficiary Interests in Discretionary and Unit Trusts: The Role of Adversarial Experts
- What are the principles used to determine the value of a future "interest" or future potential income stream
- Are the package of rights of an eligible beneficiary capable of valuation?
- How do you obtain trust documents: disclosure, subpoenas, and objections to subpoenas
- Valuation of the interest of an eligible beneficiary of a discretionary Trust: Woodcock/ Kennon v Spry
- Recent cases
Facilitator:
Sheridan Emerson, Partner, Pearson Emerson
Panellists:
Suzanne Delbridge, Director, Delbridge Forensic Accounting
Paul Doolan, Partner, Barkus Doolan Winning; Accredited Specialist in Family Law; Market Leader Family & Divorce Lawyer and Preeminent Family Lawyer (High-Value & Complex Property Matters), Doyle’s Guide 2025
Description
Attend and earn 1 CPD unit in Substantive Law
This program is applicable to practitioners from all States & Territories
Presenters
Suzanne Delbridge, Director, Delbridge Forensic AccountingSuzanne Delbridge is an experienced forensic accountant and is a Director of Delbridge Forensic Accounting. Over the past 30 years Suzanne has been providing valuation reports for, or in anticipation of, litigation, other dispute resolution forums and for commercial purposes. Over this period Suzanne has given evidence as an expert witness in the Federal Circuit and Family Court of Australia and Family Court of Western Australia and the Supreme and District Courts of New South Wales. Suzanne is regularly retained in complex property matters, and has played an integral role at all stages of proceedings from case formulation to implementation of final orders. Suzanne is a regular writer and presenter of valuation, tax and forensic accounting papers and workshops.
Sheridan Emerson, Partner, Pearson Emerson
Sheridan Emerson is a Partner at Pearson Emerson Family Lawyers and is an Accredited Family Law Specialist. Sheridan was recognised as a Preeminent Family & Divorce Lawyer and Preeminent Family Lawyer (High- Value & Complex Property Matters) in Doyle's Guide 2025. Sheridan is also a Fellow of the International Academy of Family Lawyers (IAFL). Sheridan practices exclusively in family law.
Paul Doolan, Partner, Barkus Doolan Winning
Former Chair of the Family Law Section of the Law Council of Australia. Board of Editors of the Australian Journal of Family Law. Former Editor of Australian Family Lawyer. “Doyle’s Guide to the Australian Legal Market” has consistently ranked Paul Doolan as the Market Leader of Sydney family lawyers, and as Pre-Eminent or Market Leader nationally. First Legal Associate to the Hon Justice Travis Lindenmayer, Appeal Division, Family Court of Australia. Fellow of the International Academy of Family Lawyers for over 20 years.
