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2018 Lunchtime Seminars Season Ticket

STEP Queensland Branch

Tuesday, 6 February 2018 at 12:30 pm - Tuesday, 9 October 2018 at 2:00 pm (AEST)

2018 Lunchtime Seminars Season Ticket

Ticket Information

Ticket Type Sales End Price Fee Quantity
Member 03/02/2018 $500.00 $0.00
Non-member 03/02/2018 $750.00 $0.00

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Event Details

Purchase a Season Ticket for all 6 STEP seminars and receive one seminar for FREE.

All season ticket holders recieve seminar recordings and materials after each seminar.



2018 Lunchtime Seminars Program

Tuesday 6 February 2018
A Medical Perspective on Capacity - Wills, Enduring Powers of Attorney, Instructing Counsel and Undue Influence.
This presentation will cover psychiatric and neuropsychiatric processes in capacity; lucid intervals and medication effects; extant assessment protocols; the use and limitations of psychometric testing; and how to assess for undue influence. These topics will be addressed from a medical and cognitive perspective referring to research literature and clinical practice (case studies). What are the differences in capacity for different legal tasks (i.e., testamentary capacity, EPA, instructing counsel)? What are the challenges in assessing retrospective capacity and ways to overcome these challenges? 

Dr Simon Zuscak - Clinical psychologist who has completed a PhD on the topic of assessing testamentary capacity and capacity to appoint an EPA; and
Prof Philip Morris - Professor at the Faculty of Health Sciences and Medicine, Bond University, a general adult and geriatric psychiatrist who has extensive experience in medico-legal assessment for a range of legal jurisdictions.  

Tuesday 6 March 2018
Trustee’s powers – what should you include in the wills you draft?
A practical session: firstly, on why we need to include them at all – why can’t we rely solely on what’s in the Trusts Act? Why do we need them in a will?  Then, giving some practical examples of particular trust powers in wills/deeds and explaining why they should be used and what could happen if they are not.

Gary Lanham
Special Counsel, Minter Ellison Lawyers, Chair Queensland Law Society Succession Law Committee

Tuesday 8 May 2018
Fun with Tax – foreign beneficiaries and trusts
Tax consequences when there are foreign beneficiaries; when does a deceased estate become a foreign trust and what are the tax consequences of that for the estate; tricky things to watch out for, etc
Mark Brabazon SC
7 Wentworth Selborne Chambers, Sydney.  Mark has a large practice in Federal and State taxation.  He is a doctoral candidate in the University of Sydney with his area of research being international trust taxation.
Tuesday 5 June 2018
Structuring charitable and philanthropic giving
This seminar gives practical guidance to practitioners in relation to suitable methods of facilitating their client’s philanthropic goals.  Discussion will focus particularly on testamentary and inter-vivos structures that may be suitable, depending on desired outcome, budget and taxation implications.

Frances Fredriksen
Director, Fredriksen Legal, a firm specialising in wills, estates and elder law.  She is an Accredited Specialist in Succession Law.

Tuesday 7 August 2018
Cy pres schemes – a practical guide
A practical session: what is it? Why is it needed? Difference between initial impossibility and supervening impossibility; “once in charity always in charity”; what evidence do you need to gather for an cy pres application when there has been an initial failure? A supervening failure? What court documents do you file?  When to get the Attorney-General involved – and how do you do that?

Robert Whiteford
More Chambers, Brisbane.  Robert was admitted to practice as a barrister in 1979.  He specialises in Trusts, Wills and Estates and is a leading practitioner in those fields.  He has appeared in many significant cases in these areas of law.

Tuesday 9 October 2018
Fiduciary Obligations - a practical perspective.

Presenter: TBC 

This program is subject to change.


All lunchtime seminars are hosted at the Queensland Law Society, 179 Ann Street Brisbane, with remote attendance available. A light lunch is served at 12:30pm and the guest speaker presents between 1pm - 2pm. All attendees and season ticket holders receive the seminar materials and a recording of the presentation. Lunchtime seminars qualify for 1 CPD point.

This year we would appreciate it if all attendees registered their intention to attend individual seminars as this will assist with catering. 

If you have any queries, or would like more information, please email us at



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Have questions about 2018 Lunchtime Seminars Season Ticket? Contact STEP Queensland Branch

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When & Where

Queensland Law Society
Law Society House
Level 2, 179 Ann Street
Brisbane, Queensland 4000

Tuesday, 6 February 2018 at 12:30 pm - Tuesday, 9 October 2018 at 2:00 pm (AEST)

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STEP Queensland Branch

The Society of Trust and Estate Practitioners (“STEP”) is the worldwide professional association for practitioners in the fields of trusts and estates, executorship, administration and related issues.  STEP has more than 20,000 members from across 95 countries worldwide, who practice across the legal, accountancy, corporate trust, banking and related professions.  Members belong to branches that provide professional development and opportunities to network at a local level.
The STEP Queensland Branch is the largest branch in Australia, with more than 205 members.  Many of our members are practising lawyers, but we have a growing membership base of accountants, trust company practitioners and financial planners. The Patron of our branch is pre-eminent trusts and estates scholar, Mr Tony Lee.
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