CPD Compulsory Areas for Succession Practitioners
Issues covered include: Retainer, Compliance, Uniform Law, Fixed fee, Disputes, Costs Recovery, Billing.
Description
Protect yourself and your practice by making sure that you have the right skills in your toolkit for this critically important area that is vital to a healthy lawyer/client relationship. Learn how to perfect your retainer and fee practices, improve costs recovery in litigation and fine tune your billing procedures through a practical and interactive workshop, all while earning your compulsory CPD units at the same time.
Attend and earn 3 CPD units including:
1 unit in Professional Skills
1 unit in Practice Management & Business Skills
1 unit in Ethics & Professional Responsibility
This seminar was recorded in VIC on 28 March 2019
Chair: Russell Robertson, Director, O'Farrell Robertson McMahon; Accredited Specialist in Wills & Estates Law
Ethics & Professional Responsibility
2.00pm to 3.00pm: Duties of Solicitors Towards Will-Maker Clients
- Current duties
- Recent development
- Future extension of the duties
- Practical and safe approach to Will writing and retainers
Presented by Katerina Peiros, Incapacity, Wills & Estates Lawyer (Director), Hartwell Legal; Accredited Specialist in Wills and Estates Law; co-author, Business Succession Planning chapter, Estate Planning, LexisNexis; Committee Member, Succession Law Section Committee, LIV
Practice Management & Business Skills
3.00pm to 4.00pm: Wellbeing for Lawyers: Struggle and Recovery
Theory and tips for lawyers about ‘best practice’ in the mental health and wellbeing space are well documented and readily available. In this session, John will translate theory to reality by sharing his personal experiences.
- Reading the warning signs in yourself, your colleagues and your employees
- Being available to your clients and available to yourself
- Specific circumstances and consideration in succession law practice: dealing with individuals, strenuous circumstances
- Can technology help and how
Presented by John Toohey, Consultant, Pearce Webster Dugdales; Accredited Specialist in Wills & Estates Law
4.00pm to 4.15pm Afternoon Tea
Professional Skills
4.15pm to 5.15pm: Dealing with Blockchain Assets: Bitcoin, Ethereum and Other Digital Tokens
The continued rise of blockchain assets makes it critical that you understand these issues and how they relate to estate planning and succession issues.
Presented by Daniel Kelliher, Wills & Estates Specialist and Simon Nunan, Director, Eastern Bridge Lawyers