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.

UPCOMING WEBINARS

TUESDAY 13 SEPTEMBER 2022
(90 minutes) 1:00PM – 2:30PM (MEL/SYD TIME) 
“COMPASSIONATE CONVERSATIONS”
Presented by the Australia Centre for Grief

THIS IS A PAID WEBINAR & REGISTRATION IS REQUIRED.
For information contact: kelly@bequestassist.com
or click on the button below.

COMPLETED WEBINARS

TUESDAY 9 AUGUST 2022 — COMPLETED
“TRUSTS IN PERPETUITY”
Co-hosted with Suzie Willis and Jane Braithwaite 
Equity Trustees

TUESDAY 12 JULY 2022— COMPLETED
“RECOGNITION FOR BEQUESTORS”

TUESDAY 10 MAY 2022— COMPLETED
“INFORMAL WILLS”

TUESDAY 5 APRIL 2022— COMPLETED
“THE SHARE TRANSFER PROCESS”

TUESDAY 8 MARCH 2022— COMPLETED 
“CLOSING THE CIRCLE” 

TUESDAY 8 FEBRUARY 2022 — COMPLETED 
“CONFLICTS WITH EXECUTORS/SOLICITORS”

TUESDAY  23 NOVEMBER 2021 COMPLETED
“20 STEPS TO ESTATE MANAGEMENT”

TUESDAY  26 OCTOBER 2021 COMPLETED
“ONLINE WILLS – POINTS TO CONSIDER”

TUESDAY  28 SEPTEMBER 2021 COMPLETED
“TFM CLAIMS BY ADULT CHILDREN”

TUESDAY  24 AUGUST 2021 COMPLETED
“SPECIAL GIFTS IN WILLS”

TUESDAY 27 JULY 2021 COMPLETED
“DISCUSSING LIFE INTERESTS”
Featuring Stewart McNab, Barrister

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 FEBRUARYCOMPLETED
“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”