Estate Disputes: Avoiding, Mediating, Litigating
Esoteric topics might be interesting, but not very useful in the day-to-day of managing estate conflicts. Attend for the afternoon and walk away with valuable, practical advice from key parties, including the SAT, the OPA, the bar and private practice. Gain concrete, hands-on guidance on essential practices and procedures along with key updates that you can take back to the office and apply immediately.
Description
Attend and earn 3 CPD points including:
1 point in Competency Area 2: Professional Skills
2 points in Competency Area 4: Substantive Law
This seminar was recorded in WA on 18 September 2018
Chair: Elise Croft, Partner, Croftbridge; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2017
2.00pm to 3.00pm: GUIDANCE FROM THE OPA AND SAT: Enduring Powers of Attorney and Enduring Power of Guardianship
- Practical aspects of drafting and executing these instruments
- The jurisdiction of SAT and the types of matters which arise with SAT
- The issues/disputes that may arise from EPAs and EPGs: what SAT looks for
Presented by Debra Casey, Manager Advocacy, Investigation and Legal, Office of the Public Advocate and Hannah Leslie, Member, State Administrative Tribunal
Competency Area 2: Professional Skills
3.00pm to 4.00pm: Mediation Conferences in Family Provision Claims
- Do’s and don’ts in attending mediation conferences
- Conference preparation
- Drafting Conciliation Conference documents
- What should and should not be produced
- How to behave in a mediation
- Generating options and closure
Presented by Robert Nash, Barrister, Francis Burt Chambers
4.00pm to 4.15pm Afternoon Tea
4.15pm to 5.15pm: Family Provision Claims Update: War Stories in Contested Estate Matters
- Recent outcomes by different judges of the WA Supreme Court
- Practice and procedure: tips to advise your clients
- Cost issues
- Recent cases
Presented by Sally Bruce, Special Counsel, Jackson McDonald; Market Leading Wills & Estates Litigation Lawyer, Doyle’s Guide 2017