Live Webinar: When Executors Cause Problems – Trouble and Strife in the Testamentary World

 

Date:  Thursday 3rd May 2018 – Online:
Vic, NSW, Qld, ACT, Tas: 11am to 1pm 
SA & NT:  10:30am to 12:30pm 
WA: 9am to 11am 

 ABOUT THE WEBINAR
Executors who misbehave or are in dispute with beneficiaries are a major headache. Understanding what practitioners should do in either situation is the subject of this session and includes:

  • The obligation of an executor to act with care and skill
  • General obligations and their observance:
    • no self dealing
    • ‘even hand’ principle
    • keeping and passing accounts
  • Executors and conflicts of interest
  • Executor mistakes and how to avoid them:
    • failing to comply with legal notices
    • not following terms of the will
    • not meeting tax obligations
  • When can an executor have personal liability for their actions?
    • misappropriation
    • taxes
    • problems in distribution
  • The executor makes a family provision claim – what happens next?
  • The action to hold to account – when should this be used?
  • The action to remove an executor – when should this be used?
 PRESENTER
Our presenter

Ursula Stanisich, Barrister, Victorian Bar, Melbourne

Ursula practises in the areas of wills and estates, equity, trusts and guardianship/administration. She regularly represents litigants at mediations, appears in the Supreme Court and County Court for trials and applications, prepares Court documents and advises on deceased estates, trusts and related matters.

Since signing the Bar Role, Ursula has appeared in trials on her own and as junior counsel in matters regarding testamentary capacity, suspicious circumstances surrounding the making of a will, passing over an executor, trust claims, Part IV claims and on behalf of the Legal Services Commissioner in disciplinary proceedings involving the administration of deceased estates.

Ursula has presented numerous papers to various groups on topics related to succession law and has written papers published in the Wills and Probate Bulletin.

Ursula is a member of the Society of Trust and Equity Practitioners.

 WHO SHOULD ATTEND?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

 CPD CERTIFICATE

Live webinar delegates will receive a CPD certificate for attendance at this webinar. Lawyers can claim up to 2 CPD units/points – substantive law.  This webinar has been designed to run for 2 hours, however, webinar lengths can vary depending on the level of questions and discussion, and the minimum length of the webinar is 1.5 hours.

 ENQUIRIES/ASSISTANCE
If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

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.

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: RBCMAY18
 Price:   $253.00 (Inclusive of GST)
© 2018 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.