Sam McCullough, a Director of Worrall Lawyers, presented at the 2017 STEP (Society of Trust and Estate Practitioners) Australia National Conference in Melbourne on 18 August 2017.

Sam spoke to approximately 150 trust and estate professionals about “Estate Planning Techniques to Avoid Disputes Involving Family Farms”.

Sam’s presentation included a detailed consideration of the following four key types of potential disputes that can arise

  • estoppel/equity claims, and the related topic of testamentary promises/contracts – illustrated by the Victorian Court of Appeal decision in Flinn v Flinn [1999] VSCA 109
  • disputes involving trusts forming part of a business structure – illustrated by the Tasmanian case of Benson v Doloraine Pty Ltd [2015] TASSC 41
  • family provision claims – illustrated by the case of Torney & Ors v Shalders & Anor [2009] FAMCA 371
  • family law disputes – illustrated by the Family Court decision of Summit v Summit [2009] FAMCA 371

STEP is the global professional association for practitioners who specialise in family inheritance, succession planning and other wealth management.   STEP members help families plan for their futures, from drafting a will to advising on issues that concerns international families and intra-state families, protection of the vulnerable, family businesses and philanthropic giving.  Full STEP members, known as TEPs, are internationally recognised as experts in their field, with proven qualifications and experience.

Worrall Lawyers congratulates Sam for this significant achievement to present to his peers about a subject on which he is an expert.

Sam is a full member of STEP (a “TEP”), as are four other senior lawyers at Worrall Lawyers.

You can see Sam’s full profile and contact him here.

For more information about this Seminar or Event, or to register your involvement where applicable, please contact us using one of the options here, or by calling us on (03) 62238899.