Tuesday, 17 March 2026
Description
Attend and earn 1 CPD unit in Substantive Law
This program is based on WA 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
Chair
Peter Nevin, Partner, Taylor Smart
Cross-Border Succession Planning
- The importance of ascertaining domicile
- Understanding a client’s global asset position, including holdings via associated entities, and planning accordingly
- The merits of a global team of advisers
- Case studies in cross-border succession planning
- Tips and tricks
Presented by Lee-Ann Cartoon, Principal, Succession Solutions Perth, Leading Wills, Estates & Succession Planning Lawyer, Doyle's Guide 2025
Presenters
Peter Nevin, Partner, Taylor Smart
Peter Nevin is a Partner in the Commercial Litigation practice group of Taylor Smart Lawyers and Notaries. Admitted to practice in 1995, Peter's areas of expertise are wills and estate disputes, commercial litigation and employment law, with a particular interest in wills and estate litigation. He has acted as Counsel for executors, beneficiaries and claimants in relation to Family Provision Act claims, will disputes, capacity matters, estate administration disputes, and other contentious wills and estate matters, and was named by Doyle's Guide as a recommended wills and estate litigation lawyer in Western Australia in 2016 and 2017. Peter is a full member of the Society of Trust and Estate Practitioners.
Lee-Ann Cartoon, Principal, Succession Solutions
Lee-Ann Cartoon is an experienced tax and succession planning lawyer. She has worked throughout Australia and the UK advising clients ranging from global financial institutions and multinational energy and resource companies to high net wealth individuals. Lee-Ann's experience has given her an appreciation of the importance of approaching any matter commercially, logically and with the client's end goal front of mind. Lee-Ann has developed a particular interest in complex estate and succession planning and regularly advises and presents across these areas. Lee-Ann is a Member of the STEP WA State Committee, Chair of the STEP WA Membership and Promotion Sub-Committee and Member of the national STEP Excellence Awards Committee. Lee-Ann has been recognised in Doyle's Guide since 2021 in the category of "Leading Wills, Estates & Succession Planning Lawyers - Western Australia".
