Tuesday, 17 March 2026
Description
Attend and earn 0.5 CPD unit in Substantive Law
This program is based on VIC legislation
Chair
Lachlan McKenzie, Practice Leader, Moores; Accredited Specialist in Wills & Estates Law; Preeminent Wills & Estates Litigation Lawyer, Australia, Doyle’s Guide 2025
Estate Disputes Involving Control of Trusts
We are in the middle of a $5 trillion inter-generational transfer of wealth. It is bringing with it some complicated issues, both at an estate level and a trust level.
- Wealthy on paper: debts and UPEs
- Corporate trustees: the ‘controller’ is dead; long live the controller
- “I want out.” What are your options? Re Costa [2024] VSC 776
Presented by Simon Pitt KC, Greens List Barristers; Preeminent Wills & Estates Litigation Barrister, Doyle’s Guide 2025
Presenters
Lachlan McKenzie, Practice Leader, Moores
Lachlan McKenzie is a Practice Leader in the Private Clients Team at Moores and heads up the Estates Team. Lachlan’s expertise lies in resolving complex disputes relating to wills, trusts and estates and in assisting families to transition wealth to the next generation. In the 2025 Doyle’s Guide, Lachlan was identified by his peers as a ‘Preeminent’ lawyer in ‘Wills & Estates Litigation’ in Victoria and Australia. As an Accredited Specialist in Wills & Estates and a leader in his field, Lachlan knows the relevant law – but it’s his ability to ‘cut to the chase’ and to achieve successful outcomes that his clients appreciate the most.
Simon Pitt KC, Greens List
Although he has a broad commercial trial-based practice, Simon specialises in complex litigation in the Trusts, Equity and Probate List of the Supreme Court, usually involving questions regarding deceased estates, family trusts, superannuation, the Corporations Act or testamentary capacity. Simon regularly prepares and presents papers in wills and estates; trusts, equity and probate; commercial litigation and Supreme Court practice and procedure. Simon is available to advise and appear in all State and Federal jurisdictions.
