Ethics, Professional Skills & Practice Management for Wills & Estates Lawyers
Join our panel of speakers for an afternoon designed especially for Wills & Estates Lawyers to tick off your CPD core competency points before the 31 March deadline. Consider the issues surrounding how to assess or challenge testamentary capacity. Examine the ethical considerations that you need to be aware of in your role as a succession lawyer. Gain tips on best practice for how to manage your enduring Wills and Estates practice. WEB243W13Z
Description
Attend and earn 3 CPD units including:
1 unit in Ethics & Professional Responsibility
1 unit in Practice Management & Business Skills
1 unit in Professional Skills
This program is applicable to practitioners from all States & Territories
Chair: Indran Sinnadurai, Partner, Teece Hodgson & Ward
Professional Skills
2.00pm to 3.00pm Assessing Testamentary Capacity
- Establishing or challenging testamentary capacity
- Nature, extent and significance of medical evidence
- Evidentiary issues
Presented by Robert Nash, Barrister, Francis Burt Chambers; NMAS Accredited Mediator, TEP
Ethics and Professional Responsibility
3.00pm to 4.00pm Ethics and Best Practice in Modern Estate Planning
A modern take on the ethical considerations that succession lawyers must be conscious of when:
- Acting for multiple parties
- Collaborating with other professional advisers
- Dealing with the increasing incidence of dementia in society
- Incorporating cultural beliefs and customs into an estate plan
Presented by Rein Squires, Barrister, Francis Burt Chambers
4.00pm to 4.15pm Afternoon Tea
Practice Management & Business Skills
4.15pm to 5.15pm How to Manage an Enduring Wills and Estates Practice
- From whom are we taking instructions?
- Importance of reviewing existing documents and planning from a global perspective
- Consideration as to the appropriateness of a capacity assessment
- Consideration as to the necessary complexity of documents and client understanding
- Issues that can arise on administration of a Will
- Tips and traps to avoid
Presented by Lee-Ann Cartoon, Principal, Succession Solutions Perth; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2022
Presenters
Indran Sinnadurai
Indran was admitted to practice as a solicitor of the Supreme Court of New South Wales in 1991, and has over 30 years' experience in liability litigation. Since 2010, Indran has practiced primarily in contentious wills and estates matters. His experience includes the following: family provision applications – acting for plaintiffs, executors and beneficiaries, contested applications for probate and administration, applications for barring orders and Benjamin orders to approve administration plans, contested proceedings brought against administrators by beneficiaries, real property disputes – appointment of trustees for sale, removal of executors, applications for imposition of constructive and resulting trusts and contested applications for court-authorised wills.
Robert Nash
Robert Nash has been admitted to legal practice since 1987. He has practiced as an independent barrister for over 20 years at Francis Burt Chambers, is an accredited mediator, and is a member of STEP. In recent years his practice at the Bar has been primarily providing advice and acting as counsel in the areas of succession, estate administration, trusts, real property, and military discipline law. He is the Chairperson of the Racing Penalties Appeal Tribunal of Western Australia and was formerly the Head of Panel of the WA Navy Legal Panel.
Rein Squires
Rein is a commercial barrister with experience in the areas of contract law, property rights, guardianship and administration matters and the administration of trusts and deceased estates. Rein represents clients in private mediations and in legal proceedings, the latter most often conducted in the District and Supreme Courts of Western Australia and on occasion the State Administrative Tribunal, with a focus on identifying and pursuing the most efficient pathway towards a satisfactory resolution. Rein is known for being pragmatic and commercial in his approach and advice. Prior to joining the bar Rein was a principal of a law firm based in West Perth, practicing in the above areas to serve a broad range of private clients, small-to-medium size private businesses and private farming clients.
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.