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Live Webinar: Succession Lawyers – 3 CPD Compulsory Topics

Presented by Ursula Stanisich
Sandra Karabidian
Ines Kallweit
 

Monday 27th February 2017

Vic, NSW, ACT, Tas:  2pm to 5pm 
SA: 1.30pm to 4.30pm 
WA: 11am to 2pm 
NT: 12.30pm to 3.30pm  Qld: 1pm to 4pm

About the webinar:

This webinar comprises 3 one-hour sessions covering each of the compulsory CPD subjects for succession lawyers.

Session 1:  Ethics:  Will Construction – The Extended Duty of Care of Solicitors in Will Making

Andrew Verspaandonk, Barrister, Victorian Bar, Melbourne 

The recent High Court case of Calvert v Badenach brings negligence in will making firmly into view. Understanding a solicitor’s extended duty of care in will making is the subject of this session:

  • The legal issues in Calvert v Badenach explained
  • Taking instructions for a will – the right way
  • The solicitor’s extended duty of care – what does this mean?
  • What are the limits to this duty of care, if any?
  • Giving effect to the testator’s true intentions in will making
  • Does advice need to extend to possible family provision claims?
  • Has the property been clearly identified and beneficiaries been clearly defined?
  • Statement of testamentary capacity – solicitor’s obligation?

Session 2: Professional Skills:  Dispute Resolution in Will Matters – Resolving Conflict Practically

Sandra Karabidian, Barrister, Victorian Bar, Melbourne 

Everyone is at each other’s throats and suddenly the inheritance is at risk. Litigation cost could reduce the pie with no net benefit. Early and effective dispute resolution in will matters is the subject of this session:

  • Administration disputes and what to do about them
  • Construction of will disputes – early effective resolution options
  • Types of alternative dispute resolution options – mediation and arbitration
  • Beneficiaries and executor at odds –the dynamics of the relationship
  • Can I prevent a family member challenging my will?
  • Getting consent orders on settlements
  • Case study – will dispute examples and how they are resolved

Session 3:  Practice Management & Business Skills:  The Business of Law: Building a Profitable Succession Law Practice

Ines Kallweit, Partner – Wills & Estates, McKean Park Lawyers, Melbourne

Many factors impact pro?tability. It’s not just about working harder; you need to act smarter. This session examines how to build a financially healthy succession law practice. It covers:

  • Strategies for individual lawyers to increase profitability
  • Understanding the key drivers of financial success
  • Limiting write offs – risk management and pro?t control
  • Alternative fee models and impact on pro?tability
  • Is pro?tability dependent on time recording?
  • Streamlining practices and other time savers as ways to improve the bottom line
  • Marketing and its impact on profitability
  • Case study – an example of an estate planning practice run pro?tably

Who should attend

This webinar is suitable for succession lawyers - Australia wide and it has been designed to deliver the 3 compulsory subject CPD units for the CPD year ending 31st March 2017.

CPD Certificate

Live webinar delegates will receive a CPD certificate for attendance at this webinar.  Lawyers can claim 3 CPD [CLE] units – compulsory subjects.  1 unit each for Ethics, Practice Management and Professional Skills.

About TEN Webinars:

Attending a TEN webinar couldn’t be easier. Basically it’s just like attending a seminar except that you don’t have to leave the comfort of your office or home. You just need to be available at the appointed date and time with your computer and internet connection.

Once you’ve registered for the webinar, we send you a link so that you can login to the webinar from your computer. The speaker delivers the session from their computer in real time. Just like a live seminar, you can ask questions of the speaker. You simply type your question into the question box and the speaker responds to it during question time.

At the end of the webinar session we send you a certificate to confirm your attendance and the number of CPD hours you earned.

Technical requirements:

You will need a computer with sound, an internet connection and earphones if you need to participate in the webinar in an open office environment (so you don’t disrupt those around you).

Product Code: RB16FEB17
 Price:  $352.00 (Inclusive of GST)
© 2017 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.