Wills and Estates: Case Law Updates and Key Skills
With essential skills covered including from the Deputy Probate Registrar plus important recent cases examined such as the recently handed-down High Court case for Wills practitioners by the barrister who acted in the matter, this seminar is the one to attend this year. You will walk away critical knowledge plus indispensable skills covering the compulsory ethics, practice management and professional skills all in one morning.
Description
Attend and earn 4 CPD units including:
1 unit in Practical Legal Ethics
1 unit in Practice Management or Business Skills
1 unit in Professional Skills
1 unit in Substantive Law
Chair: Michael Rizzuto, Solicitor and Co-Principal, Sedsman Legal
RECENT CASE LAW UPDATES
9.00am to 10.00am: Civil Detention & Habeas Corpus – A Key Case Law Update
- The remedy of Habeas Corpus
- Civil Detention
- BC v the Public Advocate & Ors
Presented by Katarina Grenfell, Barrister, Murray Chambers
Practical Legal Ethics
10.00am to 11.00am: Green v Ellul: Ethical Dilemmas and Lessons for Wills and Estates Practitioners
- A review of the Green v Ellul judgments in the Supreme Court of South Australia
- Consideration of the duties of executors when there is an inheritance claim
- Consideration of the ethical obligations upon a lawyer acting for a party in an inheritance claim
Presented by Michael Spencer, Special Counsel, O’Loughlins Lawyers
11.00am to 11.15am Morning Tea
KEY SKILLS
Practice Management or Business Skills
11.15am to 12.15pm: The New Electronic Probate Application Process: Best Practices and Procedures
- Overview of the new system and its quirks
- Who is responsible when you click ‘proceed’?
- Payment of filing fee: firm credit card vs client credit card
Presented by Tamara Solly, Solicitor, Sedsman Legal
Professional Skills
12.15pm to 1.15pm: Taxation of Deceased Estates: Coping with Complexity
Gain an understanding of key tax issues and pick up practical tips on how to effectively identify and deal with them, including:
- Capital Gains Tax and withholding requirements
- The principal place of residence
- When and where stamp duties may apply
- Taxation of testamentary trusts
- How tax affects life interests and the remainder beneficiaries
Presented by Briony Hutchens, Director, DW Fox Tucker Lawyers; Recommended Tax Lawyer, Doyle’s Guide 2018
Venue
Stamford Plaza Adelaide Hotel
Level 2, 150 North Terrace
Adelaide 5000
SA
Australia