Chart your course in Wills & Estates with this in-depth seminar. Dive into the latest case law and estate planning updates. Pick up strategies for managing estate plans involving Division 7A loans, unwinding complex estate plans, drafting affidavits for litigation success, and application for Constructive Trust and Estoppel

Presenters

Mr. Greg Russo, Principal Solicitor, Greg Russo Law
Greg Russo has almost 30 years’ experience in succession planning, administration and litigation and is one of Victoria’s most experienced and respected succession law solicitors. With a background in pure mathematics, Greg not only understands the implications of planning decisions on future taxation, SMSF, trust and estate administration, he is also able to break down complex concepts and structures logically and explain options to clients in a way that empowers them to take positive action and ownership for their decisions. Using the knowledge and insights that he has acquired over three decades, he crafts unique solutions to complex succession problems. Greg teaches both mathematics and law, regularly presents CPD succession events to solicitors, accountants and other professionals in Victoria, Queensland, and online. Greg is an LIV Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, a board member of the Mount Eliza Community Bank, a member of STEP, and is recognised in Doyle’s Guide, in Victoria, as a Leading Wills and Estates Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer


Dan Coombes, Barrister, Owen Dixon Chambers West
Dan practises in commercial litigation, insolvency, estate litigation and property disputes in the Family Law jurisdiction. He completed his law degree at Melbourne University and holds a BA and GDLP from the ANU. Prior to coming to the bar, Dan was a judge’s associate in the Supreme Court of Victoria. He also holds the ARITA Advanced Certificate in Insolvency. Dan is regularly briefed in TFM matters, statutory will applications and Superannuation disputes.


Mr. Joshua Sheppard, Barrister, Owen Dixon Chambers West
Joshua practices in trusts, equity and probate at the Victorian Bar, regularly providing advice regarding the validity of wills, the construction of wills and trust deeds, executors’ and trustees’ duties, and the prospects of estoppel and family provision claims. He was an associate to the Honourable Justice Moore of the Supreme Court of Victoria and assisted his Honour with family trusts and wills and estates matters. Prior to being called to the Bar, Joshua practised as a solicitor at Allens and the Victorian Government Solicitor’s Office in litigation.


Ines Kallweit, Principal Solicitor, KHQ Lawyers
Ines Kallweit leads the Wills & Estates team at KHQ Lawyers. She is an Accredited Specialist in Wills & Estates (with the Law Institute of Victoria) and Notary Public. She is also a member of the Society of Trust and Estates Practitioners. Ines advises clients in all areas of estate planning, estate administration and estate litigation. Ines’ practice ranges from estate planning, the preparation of Wills and powers of attorney to complex estate administration and estate litigation. Her broad knowledge in this area and solutions-focused approach allows her to assist clients with the preparation of comprehensive estate plans and the administration of complex estates. Her estate litigation work involves both defending estates and representing individuals in resolution of disputes involving Wills, property, estate and guardianship matters. Ines’ expertise includes succession planning and asset structuring, advice in relation to and preparation of powers of attorney, appointment of medical treatment decision makers and advanced care directives. She also looks after applications for grants of probate and letters of administration, guardianship & administration matters (including VCAT appearances), will and trust disputes, family provision claims (seeking further provision from deceased estates) and resealing international & interstate grants of probate. Her expertise also includes charitable gifts & cy-prés applications, and complex estate administration (including as court appointed administrator). Ines also has a keen interest in promoting legal education. She has a Master of Teaching and is a former adjunct lecturer at the College of Law. She speaks for various professional development providers including the Law Institute of Victoria, Leo Cussen Institute and Television Education Network. Ines is a native German speaker. Ines is widely regarded as one of the country’s leading practitioners in this area of law, and has been recognised as a preeminent Wills & Estates Litigation Lawyer for Victoria in Doyles Guide for seven consecutive years (2015-2022).


Adam Craig, Barrister, Owen Dixon Chambers West
Adam practices in wills, trusts, equity, probate, tax, and property. He is briefed regularly in testator family maintenance (TFM) disputes in the County Court and the Supreme Court, and in equitable claims, where probate is contested, and in applications involving estate or trust administration. Adam also provides specialist advice in relation to the taxation of trusts and deceased estates.


Daniel Kelliher, Accredited Wills & Estates Specialist, Eastern Bridge Lawyers
Daniel Kelliher has practised at Eastern Bridge since July 2018, following 13 years heading the Estates and Estate Planning team at Russell Kennedy. Daniel’s practice encompasses all aspects of Estate Planning & Trusts advice; Probate and Estate Administration; Estate, Trusts & occasional Superannuation Litigation. Daniel is immediate past Chair of the Victorian Branch of the Society of Trust and Estate Practitioners (STEP) and is also a former Chair (2016-2018) of the Law Institute of Victoria (LIV) Specialist Advisory Committee for Wills and Estates. In April 2005, Daniel graduated from Macquarie University with a Master of Law in Financial Services. He has been an LIV Accredited Wills & Estates Specialist since July 1996. Daniel’s interests outside the law centre on his family, home renovation and gardening, epicurean pursuits and touring.


Jack Conway, Special Counsel, Hamilton Locke Private
Jack assists clients in the areas of estate planning, estate administration, trust and estate litigation, and administration and guardianship of persons with a disability. Jack has a special interest in navigating complex estate and trust issues, and is focused on giving clear, practical advice and offering sensible solutions for his clients. His clients include lay and professional executors and trustees, high net worth individuals, trustee companies, charities, lawyers and law firms, and everyday Australians. Jack is an Accredited Specialist in Wills & Estates (LIV), a full member of STEP, and a member of the Tax Institute. Jack has been recognised by Doyle’s Guide, and is a regular presenter to the legal profession and other professional and industry groups and has provided commentary for industry publications in his areas of expertise.


Andrew Henshaw, Managing Director, Velocity Legal


Jennifer Maher, Director, Velocity Legal
Jennifer Maher has expertise in advising private businesses and high net worth families and individuals in relation to wealth transfer, asset protection, trusts, business structuring and succession planning. Jennifer practises extensively in private client services, which incorporates will making, estate planning, estate litigation, trust law, attorneyship, guardianship and aged care. Jennifer has handled a large number of family provision claims and has been involved in numerous estate and trust litigation cases as well as several significant cases in wills, estate and equity matters including cy-près applications. Jennifer has also been appointed as a litigation guardian to protect the interests of minors or persons under a disability, whose interests are affected by a will challenge. Jennifer's clientele includes private clients, businesses, high net worth clients, trustee companies, private and public corporations, private family and business trusts. Jennifer practice also includes assisting families with their aging loved ones, including assisting and advising attorneys and guardians as to their duties, assisting with the transition to aged care and appearing at VCAT in contested administration and guardianship disputes.