Wills and Estates: Planning and Administration
Issues covered include: Superannuation and Estate Planning, Elder Abuse in the Estate Planning Context, Taking and Recording Instructions for Wills, Probate
Description
Decode some of the challenging puzzles that arise in estate planning, including everything from superannuation curveballs to taking instructions when capacity is in doubt. In one afternoon you will gain insights on these areas in addition to difficult probate matters and what lies ahead for enduring powers of attorney.
Attend and earn 3 CPD points including:
1 CPD point in Competency Area 2: Professional Skills
2 CPD point in Competency Area 4: Substantive Law
Chair: Karolina Rzymkowska, Partner, Bailiwick Legal
2.00pm to 2.40pm: Superannuation and Estate Planning: The Key Issues
- Fundamental rules of superannuation relevant to estate planning
- Should death benefits be paid into the estate?
- Using superannuation proceeds trusts
- Drafting valid Binding Death Benefit Nominations
- Control of superannuation funds
Presented by Modiesha Stephens, Director, MS Legal
2.40pm to 3.20pm: Elder Abuse in the Estate Planning Context
- Enduring Appointments (EPAs and EPGs):
- Development of enduring powers
- Safeguards
- Registration
- Recent response of Financial institutions
- Wills
- Pressure to change wills and financial abuse
- The law’s response
- Undue influence
- Testamentary capacity
- Doctrine of suspicious circumstances
- The Role of the Lawyer
- What lawyers are required to know
- How lawyers are required to act
Presented by Hugh Cahill, Head of Practice, Cullen Macleod; Leading Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2019
3.20pm to 3.35pm: Afternoon Tea
Professional Skills
3.35pm to 4.35pm: Best Practice in Taking and Recording Instructions for Wills: Those Difficult Situations
- Taking and recording instructions
- When capacity is in doubt
- Dealing with non-estate assets
- Solicitor’s duties
Presented by Amanda Liston, Director, Amanda Liston Legal; Leading Wills & Estates Litigation Lawyer and Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2019
4.35pm to 5.15pm: Probate: Citation of Lost and Found Wills After Mediation
- Probate grant on a lost will
- Evidence required for a grant
- Solemn form applications
- Revocation and obtaining a new grant
Presented by Tim Pepper, Consultant, Robertson Hayles Lawyers
Venue
Mercure Perth
Level 1, 10 Irwin St
Perth 6000
WA
Australia