Wills and Estates Guide: Family Provision Applications
Issues covered include: family provisions rpactice updates, costs, mediation, ethics
Description
If you want practical insights into how to expertly manage family provision applications at every step of the process, this is the program for you. If you want to fine tune your costs and mediation skills and gain critical updates in the area, this is the program for you. If you want to tick off your CPD core competency points before the 31 March deadline, this is the program for you. In short, if you practice in wills and estates this is a can’t miss program that’s the perfect way to round out the CPD year
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 seminar was recorded in WA on 28 March 2019
Chair: Sally Bruce, Special Counsel, Jackson McDonald, Preeminent Lawyer in Wills, Estates & Succession Planning, Doyle's Guide 2018
Competency Area 4: Substantive Law
9.00am to 10.00am: Family Provisions Practice Updates
- Changes to the Practice Direction
- Recent cases
Presented by Maree van der Kwast, Director and Daniel Yazdani, Lawyer, Dwyer Durack
Competency Area 1: Practice Management
10.00am to 11.00am: Costs in Family Provision and your Practice
- The effect of Miller v Taylor
- The new costs scale in family provision claims
- Recent trends and future developments
Presented by Peter Nevin, Partner, Taylor Smart
11.00am to 11.15am Morning Tea
Competency Area 2: Professional Skills
11.15am to 12.15pm: Resolving Family Provision Claims through Mediation: A Practical Perspective
- Preparing yourself
- Preparing and managing your client
- ‘Case’ studies: common issues that arise during mediations
Presented by Paul Mendelow, Barrister, Francis Burt Chambers and Elise Croft, Director/Lawyer, Croftbridge
Competency Area 3: Ethics & Professional Responsibility
12.15pm to 1.15pm: Ethics for Lawyers in Succession Law
- Duties to the Court
- Duties to your Client
- Professional Duties and obligations
- Duties of an Executor
- Should the Lawyer Draftsperson be an executor?
- Application of the Lawyer’s duties to
- Uncontested Probate Applications;
- Contested Probate Applications
- Family Provision Applications
- Will Construction/Interpretation Cases
- Appeals
All of the above are considered in an environment where there is an intense focus on legal costs.
Presented by John Hockley, Barrister, Francis Burt Chambers