This session was recorded on 4 March 2025 as part of the Elder law, wills and probate: One day intensive - live webinar.

This intensive program is specifically tailored to elder law, wills and estate planning practitioners. Experts specialising in this area cover many of the issues that you might face in your day-to-day practice. You will gain knowledge of the most current laws and cases and an expanded skill set, and 6 CPD units. 

This program complies with Rule 6.1 of the Legal Profession Uniform Continuing Professional Development (Solicitors) Rules 2015 under the Legal Profession Uniform Law requirements of Ethics and Professional Responsibility, Practice Management and Business Skills, Professional Skills, and Substantive Law.

Superannuation death benefits – Mimi Su, Principal, Matthews Folbigg Lawyers
This session offers guidance for managing issues relating to superannuation death benefits, including taxation and payment requirements.

Legal ethical scenarios in elder law, wills and estates – Paul Monaghan, Senior Ethics Solicitors, Law Society of NSW
Paul discusses ethical issues relating to the elder law and wills and estates practice areas. The session focuses on:

•  Avoiding misleading statements
•  Managing client expectations
•  Understanding your confidentiality obligations

Risk management for executors – Jennifer McMillan, Manager, Practice Support Services, Lawcover
For solicitors who advise executors and solicitors who take on the role of executor, this session looks at risk management in the administration of estates, including:

• The role, duties, powers and responsibilities of an executor
• Solicitor executors, beneficiary executors and conflicts of interest
• Causes of claims against solicitors, and practice tips for avoiding claims

Complex estate planning issues – Josephine Pignataro, Special Counsel, HWL Ebsworth
Topics covered include:

• Estate planning involving trusts and companies
• Hedging against family provision claims
• Loans from the bank of Mum and Dad
• Hotchpot and equalisation clauses

Reviewable powers of attorney: assessing capacity
Restrictive practices in aged care: consent – Anne Britton, Deputy President and Division Head, Guardianship Division, NSW Civil and Administrative Tribunal
Hear from NCAT’s Head of the Guardianship Division in this important session.

Undue influence in will drafting – Caroline Sims, Partner, Teece Hodgson & Ward
How to detect and manage undue influence: this session highlights these quandaries.