STEP NSW Evening Seminar | Wednesday 16 July 2025

STEP NSW Branch invites you to a seminar with McLane Edinger, Partner, Hall & Wilcox.

Topic: Cardaci: lessons for trust litigation?

The unanimous decision by the WA Court of Appeal in Cardaci effectively ended a 7-year long dispute between Mae Cardaci and her brother-in-law Philip Cardaci regarding the late Marc Cardaci’s estate and two trusts, which held substantial assets.  Special leave to the High Court was sought but refused. Cardaci involved and considered many aspects of trusts and trust litigation and is therefore a key case for trust litigation in Australia.  Some of the key issues considered by the WA Court of Appeal included the impact of a memorandum of wishes, breach of trustee duties, trustee conduct generally, rights of beneficiaries, offers of settlement by a trustee to a beneficiary, acting as executor and trustee, the fair dealing rule, a trustee’s right of indemnity from the assets of a trust, the extent to which a trustee can rely on an exemption clause notwithstanding breaches of trust, and the impact of a trustee failing to seek judicial advice in hostile litigation.

DATE: Wednesday 16 July 2025

TIME: 5:30 pm - 6:30 pm

COST: $75 STEP Members, $120 Non-Members

VENUE: Court 13A, Supreme Court of NSW, 184 Phillip St, Sydney OR Online via Webinar

For further information or assistance, please contact stepnswaustralia@step.org

In person attendance is available for our Wednesday evening seminars in Court 13A at the Supreme Court of New South Wales. 

As this seminar has the option of 'in person attendance' or 'remote attendance', please ensure you select the correct ticket type when registering for the event.

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

PLEASE NOTE: If you are attending by live-stream, the link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

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

BRANCH SPONSOR

STEP NSW Event Sponsor - Equity Trustees

Equity Trustees was established in 1888 for the purpose of providing independent and impartial trustee and executor services to help families throughout Australia protect their wealth. As one of Australia’s largest and oldest listed independent trustees, we offer a diverse range of services to individuals, families and corporate clients asset management, trustee and executor services, estate planning, philanthropic services, Native Title, compensatory trusts, superannuation trusteeship and Responsible Entity (RE) services for external Fund Managers. In 2022, Australian Executor Trustees (AET) joined the Equity Trustees group of companies, expanding our network of offices into all major cities, and the capability of our specialist teams. Together we share a deep commitment to our purpose of helping people take care of the future.

Visit us online for more information or call 1300 133 472.