| 8:50 AM | Arrival and Registration |
| 9:10 | Topic: The Dark Worm – Family Provision Craig Birtles and Jordan Lee |
| 9:55 | Topic: Notional Estate Ari Katsoulas |
| 10:35 | Topic: Entitlements, taxation of estate income, and other taxation issues, for deceased estates after probate William Calokerinos |
| 11:15 | Morning Tea |
| 11:35 | Topic: Contracts to make a Will and related topics Asheetha Jelliffe and Sophie Kay-Noble |
| 12:20PM | Topic: Bankruptcy and deceased estates Andrew Bailey |
| 1:00 | Lunch |
| 2:00 | Topic: Forfeiture Hal Altan, Robert McCaw and Caitlin Angus |
| 3:00 | Topic: Form and nature of Informal Testamentary documents, and other relevant evidence Paul Bolser |
| 3:40 | Afternoon Tea |
| 4:00 | Topic: TBC Johm Armfield and Richard Neal |
| 4:45 | Topic: Expert Evidence Hon Jane Needham, Federal Court of Australia |
| 5:45 | Conference Close |
| 6:45PM | OPTIONAL – Join your colleagues for a 3 course dinner on-site (additional fee – to be booked prior to day) |
The Hon Justice Jane Needham
Justice Needham was appointed to the Federal Court on 5 July 2024. Her biography is available on the website of the Federal Court of Australia and may be veiwed by clicking here.
Richard Neal
Richard (Teece Hodgson & Ward) is widely recognised as a leading lawyer in New South Wales in contested estate claims, family provision claims and complex estate planning matters. Richard is named in the Doyle’s Guide from 2015 to 2023 as a Preeminent Wills & Estates Litigation Lawyer – New South Wales and Preeminent Wills, Estates Planning and Succession Planning Lawyer – New South Wales. He is co-author of Succession Law and Practice NSW (Mason and Handler) and Hutley’s Australian Wills Precedents (LexisNexis Butterworths) 10th Edition (2021). He regularly acts as an Administrator or Interim Administrator appointed by the Court.
John Armfield
Called to the Bar in 1983, John is recognised by his peers as an expert in Succession Law and is listed as a preeminent junior counsel in the area of Wills & Estates litigation by Doyle’s Guide. He is a Nationally Accredited Mediator and frequently mediates contested succession and probate disputes.
Asheetha Jelliffe
Asheetha is an accredited specialist in Wills & Estates Law and is a member of the Specialist Accreditation Advisory Committee. She has considerable experience in contested estate litigation, including testamentary capacity matters, family provision cases and other estate administration suits. Asheetha’s empathy for her clients ensures that suitable action is taken in a timely and cost effective manner. Asheetha is listed as Pre-eminent in the 2025 Doyles Guide’s NSW lists for both Wills & Estates Litigation and Wills & Estates Succession Planning Lawyers. She is listed as a Leading Wills & Estates Litigation Lawyer in Australia (2024).
Sophie Kay-Noble
Sophie is an Associate at Bridges Lawyers.
Craig Birtles
Craig is recognised as a preeminent junior counsel in the Doyle’s Guide Wills & Estate Litigation practice area. He is a member of the Society of Trust & Estate Practitioners (STEP) and the NSW Bar Association Succession and Elder Law Committee. He is a co-author of C Birtles, R Neal & C Sims, Hutley’s Australian Wills Precedents (LexisNexis Butterworths) 10th Edition (2021).
Ari Katsoulas
Ari Katsoulas is recognised in the Doyle’s Guide as a leading junior counsel in the Wills & Estates Litigation practice area. In addition, he is regularly briefed in commercial, insolvency and equity claims.
Andrew Stevens
Andrew Stevens practices in Equity and Succession Law, including probate, family provision, contested estates and equity claims. He has a Masters in Laws majoring in wills and estates.
Hal Altan
Admitted to the Bar in 2005, Hal has extensive experience in the commercial and equity divisions of the Supreme Court of NSW and Court of Appeal. In addition to his succession practice, Hal accepts briefs in all trial and appellate matters, in all aspects of commercial and corporations law, contracts, equity and trusts, property, insurance, succession, insolvency, professional negligence and construction law.
Caitlin Angus
Caitlin has a strong equity practice, primarily in Trusts and Succession Law. She is also an experienced advocate in Family Law, both property and parenting matters, Commercial Law, and International Law.
Robert McCaw
Robert was called to the Bar in 2022 and is a member of Two Wentworth Chambers. An expert in Criminal, Succession, Immigration, Administrative and Commercial Law, Robert brings a wealth of unique insight to the Two Wentworth team.
Jordan Lee
Jordan was called to the bar in 2025 and is a reader at Two Wentworth.
In-Person Attendance
$495 (inc GST)
Accommodation Options
The Olive Grove venue is located at Forresters Beach just north of Terrigal on the NSW Central Coast.
Accommodation is available onsite at the adjoining Quarters Forresters Beach. Accommodation bookings may be made directly with the venue: https://www.tqfb.com.au/
Alternate accommodation options include the Crowne Plaza Terrigal Pacific, a short 10 minute drive away.
