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2019 Estate & Succession Planning Intensive

Thursday, 21 February 2019 - 9:00 AM to
Friday, 22 February 2019 - 1:00 PM
Great Eastern Highway, Burswood, Perth, WA Australia
Event Coordinator:

Registration Time: 08:30:00 AM

Member Price: $1,125.00

Non Member Price: $1,295.00

CPD hours:10.50

*** Please contact the WA office on 08 6165 6602 for any last minute registrations

Over the next 20 years there will be the biggest intergenerational transfer of wealth ever. Couple this with Australia’s ageing population and there’s no doubt your clients will need to talk to someone about their estate and succession planning; make sure it’s you!

At a time when we live longer and are working later into life, tax laws only continue to change and become more complex. There has never been a more important time to obtain advice in relation to estate and succession planning.

This one-and-a-half-day program will provide delegates with an in-depth understanding of relevant issues which legal and accounting practitioners may face when advising on estate planning issues or acting as an executor.

Including a practical workshop, with real world estate and succession planning issues and opportunities, the program features a fantastic line up of interstate and local speakers.


  • Chris Balalovski, CTA, BDO
  • Sally Bruce, Jackson McDonald
  • Dudley Elliott, CTA, Trove Group
  • Loreena Gillon, CTA, Arithmos Chartered Accountants
  • Yikai Hoe, CTA, Provident Lawyers
  • Tim Lethbridge, Croftbridge
  • David W Marks QC, CTA, Queensland Bar
  • Daniel Taborsky, CTA, EY Law
  • Caroline Teo, Paterson and Dowding
  • Lucy Thomas, Paterson and Dowding