9th Annual Melbourne Wills and Estates Conference e-book

The challenges for wills and estate practitioners continue to grow, with the continued rise of family provision claims, rogue executors and tax bombs in the will. These topics along with other major issues troubling succession lawyers, from negotiating and drafting terms of settlement, the nature of trustee discretion, to disclosure obligations in wills and estates matters. We will also examine knowledge and approval and capacity issues when creating a will, as well as remedies against errant attorneys.

Structuring the Will

• When Meaning and Intent of Wills is Unclear
• The Dangers of Joint Ownership in the Succession Plan
• Tax Bombs in the Will

Authority issues

• Trustee Discretion: Understanding the Limits of Power
• Knowledge and Approval and Testamentary Capacity: Getting it Right from the Starting Block
• The Bad Executor: Stop, Wrong Way, Turn Around Now

Disputes

• The Right to Know: Disclosure Obligations in Wills and Estate Matters
• Beware of Promises: When will Proprietary Estoppel Trump a Will?
• Family Provision Claims: Lessons from the Frontline

3 Compulsory CPD Topics

• Professional Skills - Negotiating and Drafting Terms of Settlement in Wills and Estate Matters
• Practice Management Business Skills - Cyber Security: Managing Cyber Risk and Control in Your Succession Law Practice
• Ethics and Professional Responsibility - Practitioner Liability in Wills and Estate Matters - A Precautionary Approach