Wills and Estates: CPD Core Competency Areas
Seize this moment and gain a plan of action that will propel your practice to greater heights. Uncover your obligations when acting for your estate planning clients and the hidden traps and complex issues of the use of trusts in estate planning. Mitigate risks of assessing testamentary capacity and review the value of medical evidence. In a cutting-edge session, grasp how to protect your firm’s intellectual property. Tick off your CPD core competency points all before the 31 March deadline. 223W18
Description
Attend and earn 4 CPD points including:
1 point in Competency Area 1: Practice Management
1 point in Competency Area 2: Professional Skills
1 point in Competency Area 3: Ethics & Professional Responsibility
1 point in Competency Area 4: Substantive Law
This program is based on WA legislation
Chair: Craig Gregson, Practice Director, Gregson & Associates; Recommended Wills & Estates Litigation and Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2021
Competency Area 3: Ethics & Professional Responsibility
9.00am to 10.00am Ethics and Best Practice in Modern Estate Planning
- Do you have duties to the beneficiaries as well as the testator?
- Dealing with conflicts of interest when acting for couples
- Balancing your obligations when acting for family groups
- Lessons from the High Court in Badenach v Calvert and Hill v Van Earp
- Acting for those with diminished capacity and the very elderly
Presented by Morgan Solomon, Director, Solomon Hollett Lawyers; author, Practical Guides on Non Contentious Probate, Administration and Wills in WA, LexisNexis; Leading Wills, Estates & Succession Planning and Wills & Estates Litigation Lawyer, Doyle’s Guide 2021
Competency Area 4: Substantive Law
10.00am to 11.00am Trusts and Estate Planning: Spotlighting the Details
- Fraud on the power: What is it and how can you avoid it?
- To vary or not to vary: What can go wrong?
- The biggest danger of all – resettlement
Presented by Maree van der Kwast, Director, Dwyer Durack Lawyers; Preeminent Wills & Estates Litigation Lawyer and Leading Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2021
11.00am to 11.15am Morning Tea
Competency Area 2: Professional Skills
11.15am to 12.15pm Assessing Testamentary Capacity
- The Court’s approach
- The value of medical evidence
- Duties/risks of solicitors
Presented by Amanda Liston, Director, Amanda Liston Legal; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2021 and Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2020; member, Elder Law and Succession Committee, Law Society of WA
Competency Area 1: Practice Management
12.15pm to 1.15pm What You and Your Law Firm Need to Know to Protect Your Intellectual Property: IP Law for Wills & Estates Lawyers
- Introduction to IP strategy
- IP review and auditing intellectual property assets
- Protecting your IP and costs
- Commercialising your IP: introduction to options
Presented by Richard Baddeley, Principal and Patent and Trade Marks Attorney, Wrays
Presenters
Amanda Liston
Amanda Liston is the Director of Amanda Liston Legal. Amanda was admitted to legal practice in 1998. She specialises in elder law, estate planning, wills and estates. Amanda obtained a Master of Laws (Applied Law), majoring in Wills and Estates from the College of Law in 2014. Amanda is an Adjunct Lecturer at the College of Law. She serves on the committee of the Law Society’s Elder Law and Succession Committee and the pro bono panel of the State Administrative Tribunal Guardianship and Administration Division.
Venue
Parmelia Hilton
Level 1, Meeting Room, 14 Mill Street
Perth 6000
WA
Australia
Directions
Nearby Public Transport:
Train Stations - The Esplanade Station
Bus Interchange - St Georges Terrace Cloisters Green
Parking information
Parmilia Hilton - Valet Parking only - Click here to view rates.
Convention Centre - 100 metres from Parmelia Hilton. Click here to view rates.