Join us for a comprehensive Elder and Succession Law Afternoon, hosted by our Elder and Succession Law Committee, featuring three insightful sessions on key topics in the field. This conference will provide an opportunity to explore the latest trends, challenges, and best practices in estates law. Don't miss this opportunity to connect with experts and colleagues in the estates law community.
SESSIONS
ETHICAL ISSUES IN ESTATE MATTERS
Presented by Katie Binstock (Thomson Geer)
1 point in core area 1
This session will discuss the ethical challenges that can arise in the management and distribution of estates. This session will provide a broad overview of the key principles and best practices for ensuring fairness and integrity in estate planning and administration.
KEY INSIGHTS FROM THE NATIONAL ELDER ABUSE RESEARCH PROGRAM
Presented by John De Maio (Australian Institute of Family Studies)
1 point in core area 4
In this presentation, John will present findings from the National Elder Abuse Research Program, including from the National Elder Abuse Prevalence Study and the Evaluation of the National Plan to Respond to the Abuse of Older Australians. In addition to discussing data relating to the nature and prevalence of the five key forms of elder abuse examined in the prevalence study, John will present findings relating to legal arrangements, including Wills, Powers Of Attorney and family agreements.
VIRTUALLY VALID: THE REALITIES OF REMOTE WILL EXECUTION
Presented by Jessica Win (Farrar Gesini Dunn)
1 point in core area 4
The COVID-19 pandemic forcefully pushed the development of the laws surrounding remote execution of Wills, with variations in the methods being used across borders. Now in a post-COVID world, more and more of these remotely witnessed Wills have been admitted to probate, bringing about some interesting case law on the technicalities surrounding the remote execution process and how it interacts with existing law on what it means for a Will to be 'formally' executed.
DETAILS
- When: Wednesday 26 March 2025, 1:00pm - 4:30pm (registration from 12:30pm)
- Where: ACT Law Society Training Room, live streaming option available
- Cost: $200 Members, $280 Non-member, $65 Student member
- CPD: Members will earn 3 CPD points
- RSVP by Wednesday 19 March
- For further information please contact events@actlawsociety.asn.au
MEET THE SPEAKERS
JESSICA WIN
SOLICTIOR
FARRAR GESINI DUNN
Jessica is a solicitor at Farrar Gesini Dunn specialising in estate planning, probate, estate administration and litigation, and guardianship matters in the ACT, NSW, and Victoria. She advances the goals of her clients in both the estate planning and litigation space in both a commercial and family law informed way, in a society where family structures are becoming increasingly complex.
JOHN DE MAIO
RESEARCH FELLOW, FAMILY LAW, FAMILY VIOLENCE AND ELDER ABUSE RESEARCH PROGRAM
AUSTRALIAN INSTITUTE OF FAMILY STUDIES
John De Maio is a researcher who joined the Institute in 2008, to work on the Evaluation of the 2006 Family Law Reforms. His research has focused on family law and family transitions. He has also been involved in evaluating family law programs aiming to improve collaboration between family law service organisations and assist parents resolve their post-separation parenting arrangements where there has been an alleged experience of family violence. Between 2013 and 2018, he undertook research examining the settlement experiences of recent humanitarian migrants in the Longitudinal Study of Humanitarian Migrants. He is currently involved in research describing the understanding and awareness of elder abuse and attitudes towards older people. Prior to joining AIFS, John worked at the Institute for Child Health Research where his research investigated the health, education and wellbeing of Aboriginal children and families.
KATIE BINSTOCK
PARTNER
THOMSON GEER
Katie specialises in succession, elder, regulatory, and administrative law. In succession law, she excels in estate planning, administration, and litigation, crafting comprehensive estate plans and guiding clients through disputes. She navigates elder law matters such as guardianship applications and elder abuse suspicions. In regulatory and administrative law, Katie advises on complaint management, investigations, and appeals, representing clients in Tribunals and Courts. With a commercial and solutions-driven approach, she resolves disputes effectively.
This event is proudly supported by Equity Trustees.
Reduced rates may be available to some of our members to ensure equal training opportunities. Please make contact to discuss your eligibility.
Event registration terms and conditions
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General
ACT Law Society invoices have payment terms of 14 days. Fees are payable upon registration. A 1.2% surcharge may be incurred on payments processed via credit/debit card. The Society reserves the right to cancel or alter events at its discretion, and in such circumstances, attendees will be notified via email.
Definitions — 'Registration' means any booking given to the Society in writing, on our website, or by phone. 'Member' means any member of the ACT Law Society, including associate members and honorary members. 'New Lawyer' means any member who has held a practising certificate for five years or less. 'CLC' means any member working for a recognised community legal centre, or holding a volunteer practising certificate. 'Student' means any member holding a student membership.
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Cancellation policy
All cancellations must be made in writing, and all cancellations will incur a fee, however, no charge will be incurred for substituting another person. Outside of the cancellation periods given below, a $10 administration fee will be incurred for any cancellation made. If a registered attendee fails to attend without notifying the Society in writing, no credit or refund will be offered and 100% of the total cost will be retained by the Society.
CPD Events — In the case of CPD events held at an venue other than the Law Society, no refund can be made after the RSVP date of the event. In the case of CPD events held at the Law Society, for cancellations made up to two working days prior to the event, 50% of the total cost will be retained by the Society as a cancellation fee and the balance may be used as a credit towards other CPD events or be refunded. If you choose to keep a credit it will remain valid for 12 months from the event date, after which time it will expire. For cancellations within two working days of the event, no refunds or credits will be applicable.
Webinars — In the case of live or on-demand webinars, as connection details are sent when registration is completed, no refund or cancellation is available.
Social events — In the case of social events, no refund can be made after the RSVP date of the event.
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Notice of Filming and Photography
Attendees of events consent to filming, photography and sound recording as members of the audience. By registering and attending this event you agree to being filmed or photographed which may be used for marketing or promotional purposes
Registration
| In-person registration (members) | $200.00(GST incl.) | Register |
| In-person registration (non-members) | $280.00(GST incl.) | Register |
| Live streaming registration (member) | $200.00(GST incl.) | Register |
| Live streaming registration (non-member) | $280.00(GST incl.) | Register |
| Live streaming registration (student member) | $65.00(GST incl.) | Register |
Schedule
Speakers
Sponsors & Supporters
The Elder and Succession Law Intensive is proudly supported by Equity Trustees.
Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, they offer a diverse range of services to individuals, families and corporate clients including asset management, financial advice, estate planning and philanthropic services.
In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding their network of offices into all major cities, and the capability of their specialist teams. Together they share a deep commitment to their purpose of helping people take care of the future.
March Mastery is proudly supported by Lawcover and Opteon.
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