14th Annual Wills and Estates Conference e-book

Succession lawyers face an ever-evolving landscape where client needs intersect with complex family dynamics, intricate asset structures, and the ever-present danger of clawback risks. TEN The Education Network’s 14th Annual Wills and Estates Conference tackles these challenges head-on and explores the pressing issues that have shaped the realm of succession law in the past year. It includes a deep-dive into the future of discretionary family trusts following the seminal decision of Owie, medico-legal insights into testamentary capacity, as well as how to best mitigate the risks with digital wills.

Day 1 - Thursday 17 August 2023

Crafting the Succession Plan

• Discretionary No More? The Future of Discretionary Family Trusts Post-Owie
• Managing Super Following the Death of the Member
• Digital Disruption: Mitigating the Risks in the Digital Succession Plan
• Testamentary Capacity, Cognitive Decline and Ageing Clients: Medical and Legal Insights

Administration Issues and Challenging the Will

• Appointing Administrators in Deceased Estates: When, How and Doing it Right
• Estate Administration Litigation: Sharpening Your Skillset When the Gloves Come Off
• Lawyers As Executors: If You’re Going To Do It, Do It Right

Day 2 - Friday 18 August 2023

Rights and Entitlements

• I Have a Right to Know… Don’t I? Beneficiary Rights and Entitlements to Information
• Breaking the Chain: What Happens Next When A Trustee Is Improperly Appointed
• Documenting Settlement Agreements Reached at Mediation

Challenges in Practice

• Everyone Makes Mistakes: Trouble-shooting Errors in the Succession Plan
• Notional Estate: Protecting Your Client's Assets and Minimizing Clawback Risks for NSW Non-residents and Non-NSW Assets