Family Law: Advanced Interdisciplinary and Property Issues

Cover all the recent developments in property & financial matters in family law.  Examine the Family Law Amendment Bill & gain a valuable update on the treatment beneficiaries’ entitlements under trusts from learned counsel & review of addbacks, inheritance, & waste.  Hear how to deal with joinder issues of third parties & get your annual case update. Get your CPD points in areas that matter, including identifying tax issues, duty of disclosure & the problem of dealing with difficult clients.

Wednesday, 6 March 2024
Session 1: Key Reforms, Trusts, Third Parties and Other Essential Issues

Chair: Olivia Grobtuch, Principal, Kennedy Partners; Preeminent Family & Divorce Lawyer, Doyle’s Guide 2023

10.50am to 11.35am Negative Contributions, Wastage and Inheritances

A discussion of relevant legal principles and recent decisions to assist you consider the approach to these issues in your family law practice

Presented by Justine Clark, Principal, Accredited Specialist in Family Law and Tineka Winter, Senior Associate, Accredited Specialist in Family Law, Tisher Liner FC Law

11.35am to 12.20pm When and How Should Third Parties be Added to Property Proceedings
  • In what circumstances is it appropriate or necessary to join an additional party to property proceedings between spouses?
  • How should it be done effectively?
  • Timing: When should it be done?

Presented by Tim Puckey KC, Dever’s List; Leading Family Law Senior Counsel and Leading Family Law Mediator, Doyle’s Guide 2023

12.20pm to 1.05pm Recent Case Update

Analyse a selection of recent decisions that can assist you keep up to date with changes in family law and practice.
Presented by Kepler Ryan, Barrister, Foley’s List; Accredited Specialist in Family Law

9.05am to 9.50am NEW FAMILY LAW BILL: Family Law Amendment Bill: How it Impacts Property Division Matters and Arbitration

Presented by Gary Yan, Partner, Coote Family Lawyers; Accredited Specialist in Family Law; Recommended Family & Divorce Family Lawyer, Doyle’s Guide 2023

9.50am to 10.35am Treatment of Beneficiaries Entitlements Under Trusts: Woodcock
  • To what extent are the rights of a beneficiary under a traditional discretionary trust ‘property’ for purposes of adjustment under s79
  • Can such rights be valued in any event?
  • What mechanism is available to give effect to any such value of rights?

Presented by Leslie Glick KC, List A Barristers

Session 2: Ethics, Professional Skills and Practice Management for Family Lawyers

Chair: Natasha Mastroianni, Senior Associate, Sage Family Lawyers; Accredited Specialist in Family Law

Ethics & Professional Responsibility
3.00pm to 4.00pm How the Pre-action Procedures Add to the Ethical Obligation in Negotiation and Mediation

Presented by Emma Swart, Barrister, Owen Dixon Chambers

Professional Skills
2.00pm to 3.00pm Assessing Tax Issues and Assessing Financial Statements: A Forensic Accountant’s Perspective
  • Enhance awareness of the importance of tax issues in family law settlements
  • Identifying undisclosed tax issues and their potential tax liabilities
  • Unlock the critical elements of Profit & Loss and the Balance Sheet Statements for family law matters
  • Understanding the difference in assessing financial statements between a forensic accountant and a tax accountant

Presented by Darryn Hockley, Partner – Forensic Consulting, Grant Thornton

Practice Management & Business Skills
4.15pm to 5.15pm Dealing with Difficult Clients with Mental Health Issues: Setting the Boundaries
  • The ones who frustrate, irritate, annoy, exhaust or perplex you
  • Understanding high conflict personalities
  • Understanding what drives high conflict in family law cases
  • Managing high conflict personalities and assessing capacity
  • Survival tips for the lawyer and strategies for dealing with these clients 

Presented by Meredith Fuller OAM, Psychologist and Author and Pat (Panayiota) Karnis, Barrister, Foley’s List

1.05pm to 1.15pm Final Q&A and Closing Comments by the Chair
4.00pm to 4.15pm Afternoon Tea Break
Description

Attend and earn 7 CPD units including:
4 units in Substantive Law
1 unit in Ethics & Professional Responsibility
1 unit in Practice Management & Business Skills
1 unit in Professional Skills

This program is applicable to practitioners from all States & Territories

9.00am to 9.05am Opening Comments by the Chair
10.35am to 10.50am Morning Tea
1.15pm to 2.00pm Lunch Break

Presenters


Mr. Gary Yan, Partner and Accredited Family Law Specialist, Coote Family Lawyers
He is consistently ranked by respected legal directory Doyle’s Guide as one of Victoria’s foremost practitioners; honoured for Family and Divorce law for the past four consecutive years, and Parenting & Children’s Matters for the past three. Gary previously worked with the Commissioner for Children in Tasmania, and abroad in the family law department of top-tier UK firm Manches LLP, now Penningtons Manches Cooper. Owing to his UK practice and experience of Asian jurisdictions, he has a specialist interest in the international elements of family law, regularly advising clients on financial and parenting matters involving other jurisdictions. His broad expertise also includes pre-nuptial agreements and same-sex relationships. Testament to his standing in the industry, together with Gillian Coote, Gary wrote the Australian chapter of International Relocation of Children: A Global Guide. He is a mentor to young lawyers with the Asian-Australian Lawyers Association and speaks Cantonese. For Mandarin speaking clients, we can arrange translator services on request. Gary has been a Law Institute Accredited Specialist in Family Law since 2013.


Ms. Olivia Grobtuch, Principal, Kennedy Partners Lawyers
Olivia Grobtuch is a founding partner of Kennedy Partners, one of Doyles Guide "top tier" Melbourne firms. She is a member of the Family Law Section of the Law Institute of Victoria and the Family Law Section of the Law Council of Australia. Olivia has been practising in family law for over 30 years. She obtained her accreditation as a family law specialist in 1990 and has been a member of various committees of the Law Institute of Victoria including sub-committees dealing with family law reform. She has presented numerous papers relating to specialist family law topics and has regularly attended family law conferences in both the national and international arenas. She has been involved in a number of important matters in the High Court of Australia, and has also worked extensively on international family law matters, and is a fellow of the International Academy of Family Lawyers.


Emma Swart, Barrister & Mediator, Owen Dixon Chambers
Emma Swart practices predominantly in family law and appears regularly in the Federal Circuit and Family Court of Australia and, occasionally, in the Family Court of Western Australia. She is a Nationally Accredited Mediator and Victorian Bar Advanced Mediator, and FDRP and Family Law Arbitrator. She joined the Victorian Bar in 1998 and this year celebrates 25 years as a barrister.


Pat Karnis, Barrister, Foley's List
Pat Karnis came to the Bar in 2010. Prior to this, Pat worked as a solicitor in a boutique family law firm. As a lawyer, Pat’s practice covered all aspects of family law, including matters for the welfare of children and the rights and responsibilities of parents. She has experience in handling a wide range of property & financial matters, children’s issues, divorce, intervention orders, family violence and mediation. As part of her practice Pat has participated in mediation and conciliation and has established a reputation for assisting clients to reach agreement in highly conflicted circumstances and for sound strategic advice. Pat has experience in family law advocacy having appeared in property & children’s matters, recovery proceedings, relocation proceedings, divorce proceedings, appeals and has been a nationally accredited mediator for 11 years.


Mr. Timothy J Puckey KC, Barrister, Dever’s List
Tim practises at the Bar in all aspects of Family and Relationship Law including Property and Financial, Parenting, Child Support and related matters. Tim is regularly briefed in complex financial disputes involving commercial, trust and equity issues and valuation disputes. He is a Nationally Accredited Mediator and Arbitrator.


Ms. Tineka Winter, Senior Associate, Tisher Liner FC Law
Tineka is an Accredited Specialist in family law. She holds a Bachelor of Laws (Honours) and a Bachelor of Arts with Distinction from the University of Newcastle. After graduating from university, Tineka spent a year working for a commercial firm in London before working as an Associate for two years in the Federal Circuit Court of Australia. Tineka’s experience working in the Court allowed her to develop a deeper understanding of how Judges make decisions, which assists in giving considered and practical advice to clients. Tineka is motivated by a desire to assist in resolving matters and in helping her clients to navigate the challenges people face following the breakdown of relationships. Tineka assists in a wide range of family law issues including complex parenting disputes and property settlements following separation, as well as preparing financial agreements during relationships.


Ms. Justine Clark, Principal, Tisher Liner FC Law
Justine Clark is an experienced lawyer who has an extensive and precise understanding of family law. She is a Principal of Tisher Liner FC Law and an Accredited Family Law Specialist. Justine’s particular areas of expertise include Complex property / high net worth matters; Property matters involving companies, trusts, SMSFs, businesses, taxation, disclosure and valuation issues; International property matters; International relocation (parenting) matters; Binding Financial Agreements and Child Support Agreements. Justine was an Associate to Justice Hugh Fraser QC of Queensland's Court of Appeal, and then Legal Associate to the Honourable Peter Young QC of the Family Court of Australia. Justine is a member of the Family Law Section of the Law Council of Australia, the Law Institute of Victoria (and the former co-chair of the LIV Family Law Accreditation Committee), the LGBT Family Law Institute and a member of Pride in Law, Victoria.


Meredith Fuller OAM, Psychologist
Meredith Fuller OAM has worked for 40 years as a psychologist in private practice. She has extensive experience counselling legal professionals and consulting to legal firms. She has assisted lawyers with career change, returning to work following stress work cover, and dealing with complex client, collegial, and managerial relationships. Meredith has expertise in psychological type, has been a post-graduate psychology lecturer, and is a psychological commentator for the media. An author of many books, Meredith has recently created a free 150 page eBook with short videos and films for professionals, 'Understanding Family Violence' go to www.meredithfuller.com.au to download or pass on.


Natasha Mastroianni, Senior Associate, Sage Family Lawyers
Natasha is an Accredited Family Law Specialist and has practiced exclusively in family law since 2018. She also has a Masters in Applied Law (Family Law) from the College of Law. Upon commencing her legal career in 2014 at a generalist legal practice in the northern suburbs, Natasha practised in family law and intervention order matters as well as property law and other litigation matters. Having practical experience in other practice areas assists Natasha when these interrelated issues arise in her clients’ family law matters. Natasha prides herself on providing accurate, realistic, practical, and solution-focused advice to her clients, with empathy and compassion, whilst aiming to achieve the best possible results for her clients. She is a member of the Law Institute of Victoria (LIV). Natasha is the Chair of the LIV’s Family Law Section’s Courts Practice Committee and a member of the Family Law Section Executive Committee. She is also a member of the Family Law Section of the Law Council of Australia and is the Secretary of the Northern Suburbs Law Association.


Mr. Kepler Ryan, Barrister, Foley’s List
Kepler accepts briefs to appear in and advise on all matters relating to family law and related jurisdictions. Since 2010, Kepler has worked exclusively in family law, focusing on matters with complex factual and legal elements. He became an LIV family law accredited specialist in 2018 and a qualified family law arbitrator in 2017. Before joining the Bar, Kepler was a senior associate at Lander & Rogers, where he acted in: property settlements involving significant business interests, corporate and real property valuation disputes, international property, third party interests, trusts, spousal maintenance and child support; parenting disputes involving serious allegations of violence, mental health concerns and relocation matters; and financial agreement negotiations. Following his admission, Kepler was a legal associate to the Honourable Justice Young AM, the Honourable Justice Bennett AO and the Honourable Justice Cronin at what is now called Division 1 of the Federal Circuit and Family Court of Australia. He has previously been the Chair of the LIV Family Law Section Education Working Group and a member of the LIV Family Law Section Executive Committee. Doyle’s Guide recognised Kepler as a family law ‘Rising Star’ in 2019, 2020, 2021 and 2022. Kepler is reading with Daniel Sweeney and his senior mentor is Minal Vohra S.C.


Mr. Leslie Glick KC, Barrister, List A Barristers
Leslie Glick KC is a King's Counsel at the Victorian Bar practising predominantly in the areas of commercial, equity, family law and property disputes. He graduated from the University of Melbourne with First Class Honours and was awarded the Supreme Court Prize. He spent some years as a lecturer in equity and taxation law both in Melbourne and at London University. He has had extensive experience in Commercial and Family Law cases involving equitable property disputes , equitable principles and the application of the Corporations Act. He appears regularly both in the trial and appelate divisions of the Supreme Court , Federal Court and Family Court of Australia, in large and complex commercial and property related cases. He has appeared in test cases in the High Court and also in the Privy Council. He has also extensive exprience as a mediator in each of these areas.


Darryn Hockley, Partner – Forensic Consulting, Grant Thornton
Darryn Hockley is a Partner in Forensic Consulting at Grant Thornton based in the Melbourne office. Darryn has more than 20 years of local and international experience, working with a diverse range of clients and their advisors. Initially practicing in taxation and accounting compliance in the mid-market he now practices exclusively in the litigation and disputes area of accounting. His areas of practice cover a wide range of commercial and business transactions and disputes across a number of industries often requiring the reconstruction and analysis of accounting records, and financial data. Darryn has been called upon as an expert and given expert testimony in a range of matrimonial matters. Areas of expertise include the valuation of businesses, companies and trusts including complex and international structures. Valuation of intellectual property, share options and executive performance rights and entitlements. Darryn is an accredited business valuer of the Institute of Chartered Accountants of Australia and New Zealand. Darryn is also a regular guest speaker for legal professional development organisations including Legal Wise and Lexis Nexis on accounting and valuation issues.

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Family Law: Advanced Interdisciplinary and Property Issues

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Wednesday, 6 March 2024
9.00am to 5.15pm Australia/Sydney
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Morning Session
Wednesday, 6 March 2024
9.00am to 2.00pm Australia/Sydney
CPD Points 4
$505.00
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Afternoon Session
Wednesday, 6 March 2024
2.00pm to 5.15pm Australia/Sydney
CPD Points 3
$420.00
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Venue
InterContinental Melbourne

495 Collins Street, Melbourne 

Directions

Nearest Public Transport:

  • By train: Southern Cross Station (5-minute walk)
  • By subway: Southern Cross Station (5-minute walk)
  • By Tram: Trams on routes 12, 109, 11 and 48 all pass the hotel along Collins Street, get off at the William Street stop (3-minute walk). The hotel is located within the free tram zone which means travel within the CBD on the tram is free.
Parking Information

Valet Parking is only available for Resident Guests.

Nearby Parking: 
Wilson Parking - View locations and rates here