8:30–9:20am Registration
9:20–9:30am Welcome and opening address
9:30–10:30am Session 1: Trusts and distributions – Traps and avoiding disasters
Speaker: Greg Russo, Greg Russo Law
10:30–11:00am Morning tea
11:00am–12:00pm Session 2: Family trust elections – Impacts on estates
Speaker: Linda Tapiolas, CTA, Cooper Grace Ward Lawyers
12:00–1:00pm Session 3: Latest administrative issues relating to superannuation funds and death benefit pay outs
Speaker: Paul Rafton, BDO
1:00–2:00pm Lunch
2:00–3:00pm Session 4: BDBNs – Responsibility, drafting and other issues
Speaker: Michael Flynn KC, CTA (Life), Owen Dixon Chambers West
3:00–3:30pm Afternoon tea
3:30–4:30pm Session 5: The Parent Trap – Gifts and loans in estates
Speaker: Bryan Mitchell, FTI, Mitchell Solicitors and Business Advisors
4:30–5:30pm Session 6: Cautionary tales for Executors
Panelists: Michael Flynn KC, CTA (Life), Owen Dixon Chambers West, Bryan Mitchell, FTI, Mitchell Solicitors and Business Advisors, Ian Raspin, CTA, BNR Partners
Facilitator: Julie Van der Velde, CTA, VdV Legal
5:30pm Networking function