Wills and Estates: CPD Core Competency Areas
Issues covered include: Family provision claims, family provision hearings, commencing family provision claim, evidence, expert evidence, claims, witness, estate practice,
Description
Gain practical insights into how to expertly manage family provision applications and practice. Perfect your skills and strategies in preparing for a hearing, fine tune your practice and procedure, get the most out of your business development efforts, and avoid ethical sinkholes that will suffocate you. Tick off your CPD core competency points all before the 31 March deadline.
Attend and earn 4 CPD points including:
1 CPD point in Competency Area 1: Practice Management
2 CPD points in Competency Area 2: Professional Skills
1 CPD point in Competency Area 3: Ethics & Professional Responsibility
Chair: Craig Gregson, Practice Director, Gregson & Associates; Leading Wills & Estates Litigation Lawyer and Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2019
Competency Area 2: Professional Skills
9.00am to 10.00am: Family Provision Practice and Procedure: How to Commence a Family Provision Claim
- Managing your client’s expectations
- Plaintiff’s first affidavit and the importance of the Consolidated Practice Directions
- Alternative dispute resolution
- Item 12 of the Legal Profession (Supreme and District Courts) (Contentious Business) Determination 2018
Presented by Ann Spencer, Barrister, Francis Burt Chambers; Recommended Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2019
Competency Area 2: Professional Skills
10.00am to 11.00am: Preparing for a Hearing in a Family Provision Act Claim
- Is the affidavit evidence adequate? If not what can be done
- Objections to evidence, a failing industry?
- Expert evidence in family provision claims
- Preparation of opening and closing submissions
- Cross-examination of witnesses
- Settlement
Presented by Dr Peter MacMillan, Barrister, Francis Burt Chambers; Leading Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2019
11.00am to 11.15am: Morning Tea
Competency Area 1: Practice Management
11.15am to 12.15pm: Managing and Marketing Your Estate Practice in a Competitive Market
- Identifying your points of difference
- Determining the appropriate structure and size for your practice and regularly reassessing
- Establishing a referral network
- Utilising technology as appropriate
- Keeping informed of market movements
Presented by Lee-Ann Cartoon, Principal, Succession Solutions Perth
Competency Area 3: Ethics & Professional Responsibility
12.15pm to 1.15pm: Ethical Considerations in Family Provision Claims
- The quantum of a family provision claim; to litigate or not litigate and the ethical issues
- Duties to the Court and to your client
- Professional duties and obligations
- Application of the Lawyer’s duties to family provision applications and appeals
Presented by Alan Hershowitz, Barrister, Francis Burt Chambers; Recommended Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2018
Venue
Mercure Perth
Level 1, 10 Irwin St
Perth 6000
WA
Australia