Recorded Webinar: Estate Planning, Client Knowledge and Understanding a Solicitor’s Liability


28th November 2018

Duration:  approx. 2 hours

What are your obligations as a solicitor in getting the balance right between ensuring the client understands, that you are satisfied they know what they are signing, and that you are covering yourself?  This session looks at:

  • Estate planning techniques and tools for solicitors when dealing with tricky situations – videos and audio recording
  • Good advice and good service – what does this look like?
  • Elderly and complicated estate planning – capacity 
  • Elder abuse and elder estate administration - what is the solicitor’s obligation?
  • Dealing with urgent instructions - what steps do you need to take?
  • Questions of testamentary capacity - What are the implications for lawyers?
  • Reasonable counselling – what does it involve?
  • When do you get a medical opinion? Using common sense
  • Recent cases: Ryan v Doulton
Our presenter

Jacqui Brauman, Principal, TBA Law, Nagambie, Vic

Jacqui is the principal solicitor and director of Theobald Lawyers Pty Ltd, having bought the firm from Rod Theobald in Nagambie in 2012. She has a Bachelor of Laws, Bachelor of Accounting, Advanced Diploma in Taxation Law, Graduate Certificate in Applied Law (In House), and a Masters in Law majoring in Wills and Estates. Jacqui became a Law Institute Accredited Specialist in Wills and Estates in 2016.

She started her legal career in Seymour in 2007, and after working in all areas of practice for 3 years, she moved to Wagga Wagga where she primarily practised in Family Law. After Wagga Wagga, she then worked for 2 years in Sydney as in-house counsel in a large recycling company, practising mainly in compliance and property law.

Jacqui now practises primarily in the area of Estate and Succession Planning, along with Property Law, and Business and Commercial transactions.


This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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:
Product Code: WBSNOV18
 Price:  $264.00 (Inclusive of GST)
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