WEBINAR SCHEDULE

HOSTED BY MAUREEN KOEGEL

Bequest Assist is committed to sharing information regarding best practices in estate administration for Australian charities.

There is little published material to help charities manage incoming bequests. Our goal is to improve this by providing informative webinars, a publication, coming this spring, and our customised Estate Administration Software. Whether you receive one bequest or one hundred, there is info to share and something to learn.

Our mission as an organisation is to improve estate administration for Australian charities and we hope these webinars will provide an opportunity for you to learn something new and better handle incoming bequests in the future.

NEXT WEBINAR

TBA 2021 1:00pm – 2pm (Melbourne Time)
“TBA”

TBA

COMPLETED WEBINARS

TUESDAY 18 MAY 2021 COMPLETED
“TO SIGN OR NOT TO SIGN” Indemnities and Releases
Co-hosted with Solicitor Paul Evans, Mackinson d’Apic

TUESDAY 23 MARCH 2021 COMPLETED
“WORKING WITH PUBLIC TRUSTEES –
WORKING TOGETHER FOR A BETTER OUTCOME”

TUESDAY, 9 FEBRUARY COMPLETED
TAXATION ON DECEASED ESTATES: WHY TRANSFER SHARES?Guest Speaker: Jamie Towers, Partner, Mazars Australia

TUESDAY 6 OCTOBER COMPLETED
“EXCESSIVE LEGAL FEES AND COMMISSIONS –
HOW DO YOU PUSH BACK?
Co-hosted with Solicitor Laura Hanrahan (Holding Redlich)

THURSDAY 13 AUGUST – COMPLETED
“CONTESTED ESTATES – HOW TO IMPROVE YOUR OUTCOME”
Co-hosted with Solicitor Nancy Collins (King & Collins)

THURSDAY 9 JULY — COMPLETED
“GET DOCUMENTS – KNOW YOUR ENTITLEMENT”

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