OUR EVENTS
How Can Social Façade Disguise the Decision-Making Ability of a NDIS Recipient?
Special Counsel, Michael Perkins and Dr Jane Lonie, Consultant Clinical Neuropsychologist, will be presenting a session on How Can Social Façade Disguise the Decision-Making Ability of a NDIS Recipient at the Legalwise seminar, NDIS Reforms, Compliance and Governance Concerns in a Changing Landscape on Wednesday, 19 February 2025.
The session will cover:
- Resolving the tension between substituted and other forms of decision makers
- Review of the landscape
- What is the landscape of representative appointments
- When is a substitute decision maker appointment unconditional
- Navigating overlapping and competitive appointments
- How do you put the will and preference of the NDIS recipient first
- Evolving and establishing good practice for dealing with recipient decisions
- Establishing good practice for decision making: understanding the decision making capabilities and limitations of the NDIS recipient
- Distinguishing will and preference from decision making capabilities
- Establishing priorities between the NDIS recipient and their representatives for establishing a plan for integrating the recipients into their plan
- Reconciling and handling supply and demand and recipient objectives
They will also provide a case study covering:
Conflict of Interest in the Provider Business Models
- Where service providers have guardianship
- What is coercion and what is coercive control?
- Handling client’s money and avoiding conflict
- Euthanasia and how to manage this without conflict
Attending this session will give you 7 CPD units in Substantive Law. For more details and to book see the Legalwise event page.
Trust Masterclass: Navigating the Current Concerns
Join Managing Director Simon Bennett and Managing Partner Leona Bennett of Southern Waters Legal at the Legalwise Trust Masterclass: Navigating the Current Concerns on Tuesday, 4 March 2025. Simon and Leona will share their expertise in a presentation titled “Protecting a Trust from Family Law Proceedings.”
Additionally, Southern Waters Legal Special Counsel, Michael Perkins will deliver a session on “Improving the Defensibility of Trustee Decision Making,” offering valuable insights into strengthening trustee practices.
This seminar is a must-attend for professionals seeking practical strategies and expert advice on managing trusts in today’s complex legal landscape.
The session will cover:
- Comprehensive examination of the most current and topical issues arising with trust law today.
- Skills around trust deed variations and understanding the implications of cross border trusts and navigate trust tax disputes.
- Assessing legal capacity of trustees and the rise of challenges brought by beneficiaries against aging trustees in the aging population from both the legal and medical perspective.
- Improving the defensibility of trustee decision making.
Attending this session will give you 7 CPD units, including 5 units in Substantive Law and 2 units in Professional Skills. For more details and to book see the Legalwise event page.
STEP Trust Symposium 2025
The STEP Trusts Symposium is a key event, focusing on developments and practical insights in trust law. This annual gathering provides a platform for professionals across various industries to deepen their understanding, engage with experts, and connect with peers. This year the event is being held on Friday 7 March 2025 at The Hilton, Adelaide, South Australia. Join Special Counsel for Southern Waters Legal, Michael Perkins, who will present a session discussing “How The Aging of Clients Changes Our Professional Obligations.”
The 2025 program will include:
- A formal opening by The Honourable Chief Justice Chris Kourakis
- Presentations from distinguished local and interstate speakers – including Special Counsel, Michael Perkins
- A panel discussion emphasising practical, real-world applications of trust law
- Sessions designed for accountants, lawyers, barristers, financial planners, and other professionals
- Networking opportunities to exchange ideas with fellow practitioners and trust and estate specialists
This Symposium is an excellent opportunity to stay updated on trust law while fostering connections with industry leaders.
Solicitors / barristers / accountants / financial planners who attend the Symposium may be able to claim 1 CPD point for each hour of the program. For more information visit the STEP Australia event page.
