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Issues covered include: Estate planning, vulnerable beneficiaries, beneficiary, urgent applications, interlocutory applications, enduring powers of attorney, variation of trusts, business succession, death benefit, succession law, ethics, conflicts of interests, testamentary capacity, interview skills, technology, business model, marketing, cost, fixed pricing
What matters might come crashing through your door at any moment? A complex estate planning matter? An interlocutory application that needs to be filed not now, but NOW? A ticking time bomb of an ethical issue? Any one of these issues could demand your immediate and urgent attention, so be prepared to handle all of them. Plus gain your CPD mandatory core area points all in one unbeatable conference.
Attend and earn 7 CPD units including:
4 units in Legal Knowledge
1 unit in Practical Legal Ethics
1 unit in Practice Management & Business Skills
1 unit in Professional Skills
This symposium was recorded in QLD on 14 March 2019
Succession Law Hot Spots
Chair: Michele Davis, Associate – Head of Succession & Elder Law, Wilson Lawyers
9.00am to 9.05am Opening Comments by the Chair
9.05am to 9.50am: Estate Planning for Vulnerable Beneficiaries
Presented by Bryan Mitchell, Principal, Mitchells Solicitors, Accredited Specialist in Succession Law
9.50am to 10.35am: Urgent and/or Interlocutory Applications in Estate Matters
Presented by Dr Daniel Morgan, Barrister, Inns of Court
10.35am to 11.20am: The Use of Additional Documents in Estate Planning
Presented by Scott Whitla, Partner; Accredited Specialist in Succession Law and Paige Edwards, Lawyer, McCullough Robertson
11.20am to 11.35am Morning Tea
11.35am to 12.20pm: Re Narumon Pty Ltd: A Treasure Trove for Wills and Estates Practitioners
Presented by Kieran Hoare, ILP Director, Merthyr Law; SMSF Specialist Advisor
12.20pm to 1.05pm Recent Developments and Cases in Succession Law
Presented by Juanita Maiden, Senior Associate, MacDonnells Law; Recommended Wills and Estates Litigation Lawyer and Estates Litigation Lawyer, Doyle's Guide 2018
1.05pm to 1.15pm Final Q&A and Closing Comments by the Chair
CPD Mandatory Core Areas for Succession Lawyers
Practical Legal Ethics
2.00pm to 3.00pm: Ethics for Succession Law Practitioners
Presented by Dr John de Groot, Special Counsel, De Groots Wills and Estate Lawyers; Accredited Specialist in Succession Law
Professional Skills
3.00pm to 4.00pm: How to Advise a Client on Estate Planning
Presented by Betty Leung, Senior Lawyer, Australian Unity Trustees Legal Services; Accredited Specialist in Succession Law
4.00pm to 4.15pm Afternoon Tea
Practice Management & Business Skills
4.15pm to 5.15pm: Technology and New Business Models in Succession Law Practice
Presented by Darius Hii, Partner, Chat Legal