Saturday 10 Points in One Day from Melbourne

This is your opportunity to gain all your CPD points all in one Saturday so you don’t miss a day out of your busy week. Featuring pre-eminent and leading silks, barristers and solicitors, you will hear the key updates across the main practice areas and all your CPD points, including ethics, professional skills & practice management for all Lawyers. WEB243V15Z

Saturday, 23 March 2024
10.30am to 10.45am Morning Break
Practice Management & Business Skills
10.45am to 11.45am Building Your Practice as a Trusted Advisor Firm
  • Choosing clients and work that build your reputation
  • Becoming a trusted advisor
  • Building a strong and sustainable practice 

Presented by Vivienne Corcoran, Director, Marketing Logic

Professional Skills
11.45am to 12.45pm How You Can Protect Your Client’s Interests in Litigation
  • Pleadings
  • Freezing orders
  • Security for costs
  • Summary judgment applications

Presented by Adam Coote, Barrister, Greens List

Description

Attend and earn 10 CPD units including:
7 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 based on VIC legislation

7.30am to 8.30am Estates Practice - Case Study

‘Be aware issues which may arise in the preparation of a will for an elderly and vulnerable person - and keep yourself out of the witness box!’

In this instructive session, you will examine the recent case of Estate Rofe [2021] NSWSC 257 covering many areas of law and practical issues, including the validity of a will.

Presented by Shane Newton, Barrister, Lennon's List Barristers; Leading Wills & Estates Litigation Barrister, Doyle’s Guide 2023

Session 1: Wills & Estates and Family Law Disputes

Chair:  Andrew Panna KC, Foley’s List

8.30am to 9.30am Recent Family Law and Property Division Cases

A review and analysis of recent and important cases and trends from the Federal Circuit and Family Court of Australia.

Presented by Olivia Grobtuch, Principal, Kennedy Partners Lawyers; Accredited Specialist in Family Law; Preeminent Family & Divorce Lawyer, Doyle’s Guide 2023

9.30am to 10.30am Common Issues in Family Trusts Disputes
  • Lost trust deeds
  • Beneficiaries’ access to trust documents
  • Trustees’ obligation to give proper consideration to objects under the trust
  • Removal of trustees

Presented by Simon Pitt SC, and Marcus Roberts, Barrister, Ninian Stephen Chambers

Session 2: Ethics, Professional Skills & Practice Management for All Lawyers

Chair: Greg Russo, Principal Solicitor, Greg Russo Law; Accredited Specialist in Wills and Estates Law; Recommended Wills & Estates Litigation Lawyer and Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2023

Ethics & Professional Responsibility
12.45pm to 1.45pm Explore your Ethical Duties and Professional Responsibilities as a Lawyer in 2024

Being a professional is becoming more complicated, explore your ethical duties and professional responsibilities.

Presented by David Roberston KC and Ken Cheng, Barrister Chapman’s List

2.15pm to 3.15pm Property Law Update

Review the significant property law cases heard in VCAT from the last 12 months

Presented by Daniel Epstein, Barrister, Patterson’s List; Sessional lecturer, Monash University

3.15pm to 4.15pm Unfair Contracts and Consumer Law Reforms: Penalties and Unfair Contract Terms

In October 2022 legislation was passed that made significant changes to the unfair contract terms and penalty regimes under the Australian Consumer Law.

  • In this session you will examine how these reforms could affect your clients – both big and small - and will provide key learnings from cases decided since these new regimes came into operation

Presented by Tim Farhall, Barrister, Aickin Chambers

5.30pm to 6.30pm Tax Litigation and Disputes – Current Issues

Receive an update on the current tax litigation and dispute landscape and where the issues intersect with and differ to those in the commercial landscape more broadly.

  • ATO and SRO debt collection activities and issues directors need to be aware of including director penalty notices
  • Employment related tax issues and how that landscape is changing and diverging from the employment law position
  • Some current trust related tax issues and the interplay and disconnect with trust law positions
  • Valuations disputes and issues to be aware of
  • The current alternative dispute resolution landscape

Presented by Megan Bishop, Partner, Holding Redlich

Session 3: Workplace, Commercial, Property and Disputes Roundup

Chair:  Ian Upjohn CSC KC, Chapman’s List

4.15pm to 4.30pm Afternoon Break
4.30pm to 5.30pm Re-Visiting Settlements

Presented by Ian Upjohn CSC KC, Owen Dixon Chambers East and David Roberston KC, Owen Dixon Chambers West

Presenters


Ian Upjohn CSC KC, Chapman’s List
Ian Upjohn was called to the Melbourne Bar in 1993 and specialises in commercial law, equity and trusts, disciplinary and other tribunals and alternative dispute resolution. Ian is a co-author (with M Colbran QC) of Pleadings in Butterworths Court Forms, Precedents and Pleadings (Victoria) and a Contributing Author to Palmer on Bailment (Third Edition).


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


Simon Pitt SC, Barrister, Ninian Stephen Chambers
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 the areas of 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.


Adam Coote, Barrister, Greens List
Adam practices in common law and commercial law. His common law practice is mainly in personal injuries but includes all torts. He acts for plaintiffs and defendants. Adam accepts briefs to draft paperwork, including for serious injury applications. Adam’s commercial law practice includes contractual disputes, professional negligence (for example: accountants, financial advisers and solicitors), insurance, the Australian Consumer Law and insolvency.


Daniel Epstein, Barrister, Patterson’s List
Daniel Epstein principally practices in the VCAT Jurisdiction in the areas of administrative and civil law. Specialising in planning and environment law, building and construction law, compulsory acquisition law, leasing law, owners corporation law, Australian consumer law. Daniel appears at VCAT, Magistrate Court of Victoria, County Court of Victoria, Supreme Court of Victoria, Federal Court of Australia, Victorian Planning Panels, Building Appeals Board Of Victoria, Building Practitioners’ Board, Administrative Appeals Tribunal, Small Business Commissioner, Victorian Commission for Gambling and Liquor Regulation and other relevant planning, building and consumer law tribunals and commercial arbitrations. Daniel’s experience includes preparing complex litigation and merits advice, pleadings, affidavits, submissions, appearing in disciplinary proceedings, mediations, interlocutory applications, compulsory conferences, final hearings and appeals. Appearing in building and civil litigation matters and in planning matters for both applicants, objectors, local council’s and government authorities in judicial and merits review hearings. Daniel is a sessional lecturer in trial practice and advocacy at Monash University and an accredited advocacy instructor. He is a guest lecturing in building, construction and planning and often acts on a pro bono basis for the consumer action law centre and other watchdog organisations. Daniel is a member of the Victorian Planning and Environmental Law Association (VPELA) and Building Dispute Practitioners’ Society (BDPS). Daniel came to the Bar from the energy resources area and computer industry of both Australia and the USA where he was involved as legal in house counsel, public speaking, management and sustainable energy policy. Daniel holds a Bachelor of Laws degree and a Bachelor of Arts degree majoring in political science.


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.


Mr Andrew Panna KC, Kings Counsel, Foley's List
Andrew K Panna KC practises primarily in Commercial, Contract, Property, Equity, Trusts, Wills and Estates, Corporations, Retail Tenancies, Admiralty and Maritime Law, Intellectual Property ( Copyright, Trade Marks, Designs, Confidential Information ), Trade Practices, Family Law (property disputes only), Sale and Transportation of Goods by Sea. His briefs to appear are at the County, Supreme Court (including interstate Supreme Courts), Federal Court and Family Law Court.


Mr. David Robertson KC, Barrister, Chapman’s List
David Robertson KC was admitted to practice as a Barrister and Solicitor of the Supreme Court of Victoria on 1 April, 1981. Employed by Corr & Corr as a Solicitor and then as an Associate and then Senior Associate from 1981 to 1985 working mainly in Banking, Finance and Commercial Litigation. Signed the Roll of Counsel of the Victorian Bar on 23 May, 1985. Practises mainly in Commercial Law, including Banking, Finance, Securities, Consumer Credit, Trusts and Superannuation and also Constitutional Law, Equity, Company Law, Administrative Law and Professional Negligence. He was for many years a Member of the Human Research Ethics Committee of the Royal Children’s Hospital and a Senior Honorary Fellow and Part-Time Lecturer in Finance Law, University of Melbourne and also the author of the Chattel Securities Chapter of Lexis Nexis, Court Forms Precedents & Pleadings — Victoria.


Shane Newton, Barrister, Lennon's List Barristers
Shane Newton, Barrister, Lennon's List Barristers Shane Newton holds a Bachelor of Laws (Hons) degree from the University of Melbourne and was called to the Bar in 1980. He is a Member of the Supreme Court of Victoria Probate Users Committee. Shane is author of 'Protecting a Will' Federation Press, published in 1991 and which deals with the law relating to claims under Part IV of the Administration and Probate Act 1958 (and its analogues in other jurisdictions) as well as other will related topics. He practices exclusively in the Trusts Equity and Probate jurisdiction (including claims under Part IV of the Act) and has done so for more than 30 years and has appeared in a number of significant cases in the jurisdiction.


Vivienne Corcoran, Director, Marketing Logic
Vivienne is an experienced professional services strategist, mentor, facilitator and marketer with law firms and legal professionals across Australia, Asia and the UK. She has written articles, a book and trained hundreds of professionals on business strategy, development, and management and has held executive marketing and business development roles in a wide range of firms. Vivienne is a qualified company director and currently on the boards of Victorian Opera and ICON APAC. She has post graduate marketing and research qualifications, is a teaching fellow in the Masters of Legal Business Course at the College of Law, and is currently completing a PhD in professional service firm client feedback at Edinburgh Business School. Vivienne is a keen paddle boarder and is a partner in online wine, spirits and tasting events businesses The Wigs Cellar and Drinksmiths.

WEB243V15Z

Saturday 10 Points in One Day from Melbourne

CHOOSE YOUR SESSION AND
DELIVERY MODE BELOW

All Sessions
Saturday, 23 March 2024
7.30am to 6.30pm Australia/Sydney
CPD Points 10
10
$990.00
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Session One
Saturday, 23 March 2024
7.30am to 10.45am Australia/Sydney
CPD Points 3
3
$420.00
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Session Two
Saturday, 23 March 2024
10.45am to 1.45pm Australia/Sydney
CPD Points 3
3
$420.00
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Session Three
Saturday, 23 March 2024
2.15pm to 6.30pm Australia/Sydney
CPD Points 4
4
$505.00
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