Join this full-day intensive program specifically tailored to elder law, wills and estate planning practitioners. Experts specialising in this area will 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.  

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Superannuation death benefits – Mimi Su, Principal, Matthews Folbigg Lawyers

This session will offer 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 Solicitor, Law Society of NSW
In this session, Paul will discuss ethical issues relating to the elder law, wills and estates practice areas. The session will focus 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

Josephine Pignataro will cover several topics relating to complex estate planning, include:

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

Power of attorney and guardianship issues – Anne Britton, Deputy President and Division Head, Guardianship Division, NSW Civil and Administrative Tribunal (NCAT)

Hear from NCAT’s Head of the Guardianship Division in this important session focused on powers of attorney and guardianship.

Undue influence in will drafting – Caroline Sims, Partner, Teece Hodgson & Ward
This session will highlight tips and tricks for detecting and managing undue influence when drafting wills.

Mimi Su, Principal, Matthews Folbigg Lawyers
Paul Monaghan, Senior Ethics Solicitors, Law Society of NSW
Jennifer McMillan, Manager, Practice Support Services, Lawcover
Josephine Pignataro, Special Counsel, HWL Ebsworth
Anne Britton, Deputy President and Division Head, Guardianship Division, NSW Civil and Administrative Tribunal
Caroline Sims, Partner, Teece Hodgson & Ward