Bryan Mitchell TEP FTI is the managing director of Mitchells Solicitors. He is an Accredited Specialist in Succession Law. Bryan & his firm are recognised in Doyle’s Guide as leaders in Estate Planning and Estate Litigation in Australia. His practice works almost exclusively in the areas of Wills, Estates, Trusts & Elder Law. Bryan is a regular presenter. He is the recipient of the Society of Trust & Estates (“STEP”) Australia Masters Award 2023; immediate past Chair of STEP Australia; former Chair of STEP Queensland; Deputy Chair for the Queensland Law Society (“QLS”) Succession Law Policy Committee; Deputy Chair of the QLS Succession Law Specialist Accreditation Advisory Committee and member of University of Queensland Law School Advisory Board.
Recorded Webinar: When Worlds Collide: Strategic Estate Planning and the Public Interest
Date/Time
About the Webinar
The recent decision in Re Permewan No 2 [2022] QSC 114 highlighted the issue of using sham transactions to thwart family provision claims, leading practitioners to now question at what point does estate planning cross the line and breach public policy? This session will explore the implications of this decision and other strategies that may now be seen as attempts to defeat estate challenges, including:
- Why asset protection is fundamental to estate planning
- Where has public policy traditionally sat when it comes to asset transfers?
- Case studies of transactions which have pushed the limit of public interest
- Why Re Permewan set the alarm bells ringing
- Has the concept of a notional estate spread from NSW to other states?
- What do practitioners need to do to avoid claims of sham transactions?
- Where to from here for asset protection and minimising the risk of challenges?
Presented By
Bryan Mitchell
Principal, Mitchells Solicitors Brisbane, QLDWho Should Attend?
This webinar is suitable for succession lawyers and estate planners – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.
Enquiries/Assistance
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]