Charity begins at home - family provision claims and philanthropy. 9 November 2022

Host group
Host Left
Hosted by
STEP New South Wales
Event Type
Meeting/Seminar
Date

Topic: Charity begins at Home - Family Provision Claims and Philanthropy

This talk looks at:

  • The impact of family provision claims on testamentary gifts to charity;
  • Overview of some of the leading cases; and
  • Options for protecting gifts to charity from interference by the Courts.

This is an online only event.

For further information or assistance, please contact Amy Howells - [email protected]

Please note: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Eventbrite system.

Important reminder: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

This seminar will be recorded and the recording will be sent to registered attendees within 7 days of the seminar.

Speaker | Mercia Chapman TEP

Senior Legal Counsel | Equity Trustees

Mercia Chapman is an experienced lawyer specialising in the areas of wills and deceased estates, trusts and charity law. She joined Equity Trustees in 2014 when the company acquired ANZ Trustees, where Mercia had been Senior Legal Counsel for more than 20 years. Previous to ANZ Trustees, Mercia was a member of the Victorian Bar.

Mercia holds the degrees of Bachelor of Arts from the University of Sydney and Bachelor of Laws from the University of Melbourne.

Outside of work, Mercia has had a lifelong interest in the works of Jane Austen and is Vice President of the Jane Austen Society of Melbourne, which meets regularly to celebrate and discuss all aspects of Jane's life, works and legacy. She is also a founding member of the board of the Jane Austen Literacy Foundation which, provides support programs to increase literacy among the disadvantaged members of our global community.

Her other activities include Deputy Chairman of the Victorian Branch of the International Society of Trust and Estate Practitioners.

Cost group
Event Cost
Australian Dollar
25.00
STEP member
Australian Dollar
35.00
Non-STEP member
Schedule
12:30 - 13:30
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