Wills and Estates CPD Core Competency Areas
Be on the cutting edge of the profession by gaining skills that will sharpen the blurred lines. Effectively execute the process of taking instructions in complex matters. Using real life experience, gain an insider’s perspective on how to effectively restructure your practice and plan for succession. Review the best practice on ethics and identify red flags. Tick off your CPD core competency points well before the 31 March deadline! 229W06
Description
Attend and earn 3 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
This program is based on WA legislation
Chair: Leslie Buchbinder, Bowen Buchbinder Vilensky Lawyers
Competency Area 2: Professional Skills
2.00pm to 3.00pm Taking Instructions in Complex Estate Planning Matters
- Consideration as to client's group structure
- Clarifying for whom one is acting where trusts, SMSFs and companies are present
- Importance of reviewing past estate planning documents and detailed file notes thereof
- Ensuring that each Client appreciates the implications of their instructions
- Considering whether to include other family members in family business succession planning discussion
- Approaching capacity concerns
- Tips and traps to avoid
Presented by Lee-Ann Cartoon, Principal, Succession Solutions Perth; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2021
Competency Area 1: Practice Management
3.00pm to 4.00pm Business Restructuring and Succession for Your Practice
- Review available structures
- Choosing the best structure for you
- Asset protection
- Partners – legal and non-legal
- Partnership or Shareholder Agreements
- Directors v Shareholders
- Insurance
- Tax issues
- Buyouts
- Dispute resolution
Presented by John Butler, Special Counsel/Director, Butlers Lawyers & Notaries
4.00pm to 4.15pm Afternoon Tea
Competency Area 3: Ethics & Professional Responsibility
4.15pm to 5.15pm How to Avoid Ethical & Professional Traps in Wills and Estates
Presented by Dr John Hockley, Barrister, Francis Burt Chambers; Best Lawyers 2023, Trusts and Estates; Leading Wills & Estates Litigation Junior Barrister, Doyle’s Guide 2021
Presenters
Leslie Buchbinder
Leslie Buchbinder completed B Juris and LLB at University of Western Australia graduating with LLB in 1977. He was admitted to Practice in the Supreme Court of Western Australia in December 1978. Les is currently a Director of BBV Legal Pty Ltd trading as Bowen Buchbinder Vilensky, Lawyers. Leslie is a partner in the firm of Bowen Buchbinder Vilensky and subsequently director of BBV Legal Pty Ltd since 1987. Leslie has had extensive experience in personal injury law, criminal law, commercial litigation and administrative law. Leslie Buchbinder has presented papers at various seminars in the area of Occupational Health and Safety law Industrial Relations law and Contract law and previously tutored at Curtin University in Contracts and Evidence and Murdoch University Law School part-time in Criminal Law. Leslie Buchbinder has appeared as Counsel in my judiciaries including Magistrate's Courts, Coroner's Courts, Industrial Relations Court, State Administrative Tribunals, District Court of Western Australia and Supreme Court of Western Australia.
Lee-Ann Cartoon
Lee-Ann Cartoon is an experienced tax and succession planning lawyer. She has worked throughout Australia and the UK advising clients ranging from global financial institutions and multinational energy and resource companies to high net wealth individuals. Lee-Ann's experience has given her an appreciation of the importance of approaching any matter commercially, logically and with the client's end goal front of mind. Lee-Ann has developed a particular interest in the area of complex estate and succession planning and regularly advises and presents across these areas.
John Butler
John Butler has worked in the law for more than 55 years. He is a Barrister and Solicitor of the Supreme Court of Western Australia, a Solicitor of the Supreme Court of New South Wales, a Barrister and Solicitor of the Supreme Court of the Australian Capital Territory, and on the Roll of Legal Practitioners for the High Court of Australia. In addition to Western Australia, John has practised in New South Wales and the ACT. He has been a partner in a national legal firm and has twice established his own practice. John is currently the Principal of Butlers, Lawyers & Notaries, based in Nedlands. The majority of John's practice is in the areas of Family Law, Business Planning, Wills & Estate Planning, Claims on Estates, Guardianship & Administration and Elder Law. John has been involved with government and independent schools for over 40 years, including serving on the governing bodies of several independent schools over that period. John holds a Commission in the Australian Army and is on the Reserve of Officers. John is also an active member of the Rotary Club of Matilda Bay.
Dr John Hockley
John Hockley is a barrister at Francis Burt Chambers. He practises in the area of Wills, Estates and Family Provision. He is one of the authors of "Wills Probate and Administration Service (WA"). He is a member of the Attorney-General's Working Party on Succession Law Reform.
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.