Speaking

As a well-respected expert in his field of that taxation of Deceased Estate and Testamentary Trusts, Ian often speaks at events across the country and also provides in-house training sessions for legal firms and trustee companies.

Regular Topics

  • CGT on a Deceased Residence – a Tax Minefield
  • Estate Taxation 101
  • International Disasters in Estate Administration
  • Tax Red Flags for Estate Practitioners
  • Taxation of Deceased Estates for Estate Practitioners
  • Taxation of Testamentary and Charitable Trusts

Upcoming Speaking Events

Past Speaking Engagements

2017

  • Queensland Succession and Elder Law Conference, Surfers Paradise (QLD Law Society), 6 October 2017. ‘International disasters in estate administration’
  • ACT Estate Practitioners - Farrar Gesini Dunn, Canberra, 28 Sept 2017. ‘CGT on a Deceased Residence – a Tax Minefield’
  • Western Australian Branch of the Society of Trust and Estate Practitioners, Perth, 13 Sept 2017.  ‘CGT on a Deceased Residence – a Tax Minefield’
  • Accredited Will and Estates Specialist Group (NSW Law Society), 7 August 2017
  • CPA Australia, Sydney Public Practitioner Discussion Group, July 2017
  • 2017 Elder & Succession Law Conference, The Law Society  of Tasmania, ‘Tax Terrors - Deceased Estate Taxation for Estate Practitioners’ Hobart, 16 June 2017.  
  • Northern Suburbs Law Association, “Taxation of Deceased Estates for Estate Practitioners”, Melbourne 19 April 2017.
  • The College of Law, Specialist Legal Conference on wills & estates and estate planning, "CGT on a Deceased’s Residence – A Tax Minefield”,  Manly.  13/14 May 2017.
  • The Law Society Northern Territory, Darwin, March 17.
  • CPA Australia, Adelaide Public Practitioner Discussion Group, March 2017.

2016

  • South Australia Law Society Succession Law Conference, Adelaide (Nov 16)
  • Society of Trust and Estate Practitioners (STEP), Tasmania (Oct 16)
  • Queensland Annual Succession Law Conference, Society of Trust and Estate Practitioners (STEP), Kingscliff (Sept 16)
  • ACT Law Society Succession Law Conference, Canberra (Sep 16)
  • BNR Partners Sponsored Seminar, Bendigo, Melbourne (Jul 16)
  • College of Law (Lecturing in the Masters of Applied Law Program), Melbourne (May 16)
  • BNR Partners Annual Seminar Series, Sydney, Melbourne, Adelaide, Mulgrave, Geelong (May 16)
  • College of Law (Lecturing in the Masters Applied Law Program), Sydney (Apr 16)
  • Law Institute of Victoria Specialist Wills and Estate Group, Melbourne (Mar 16)
  • Legalwise (Co-presented with Ivana Bosio Special Counsel – Tax & Philanthropy, Australian Executor Trustees, part of IOOF Group), Adelaide (Feb 16)
  • Legalwise, Perth (Feb 16)
  • BNR Partners Sponsored Seminar, Adelaide (Feb 16)

2015

  • BNR Partners Sponsored Seminar – Bendigo (Oct 15)
  • Society of Trust and Estate Practitioners Queensland Succession Law Conference (Sept 15)
  • BNR Partners Annual Estate Practitioners Seminar, Melbourne, Box Hill, Geelong, Bendigo, Frankston, Dandenong (July 15)
  • Society of Trust and Estate Practitioners Tasmania Chapter (Mar 15)

2014

  • Goulburn Valley Law Society (Nov 14)
  • South Australian Law Society Succession Law Conference (Nov 14)
  • Law Institute of Victoria Accredit Wills and Estate Specialist Group (May 14)

2013

  • Australian Shareholders Association, Melbourne, (Oct 13)
  • Australian Shareholders Association, Melbourne, (Co-presented with Eliza Newton, Senor Legal Counsel The Trust Company Limited) (Oct 13)
  • Australian Shareholders Association, Brisbane (Co- presented with Michael Pollard, National Tax Manager, The Trust Company Limited) (Oct 13)
  • Australian Shareholders Association, Sydney (Oct 13)
  • Society of Trust and Estate Practitioners Victoria, (March 13)
Note: Photo by Doneva Photographics