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Recorded Webinars

Recorded Webinar: Damned if you do, Damned if you don't: Inclusion and Exclusion in Estate Planning

The premise underpinning estate planning is to provide for families and dependants post-death, but due to relationship breakdowns and for other reasons the decision-maker may have other plans. This session will examine the risks of exclusion or inadequate provision in estate plann
PRESENTED BY Christian Teese Special Counsel - Rigby Cooke Lawyers , Melbourne

Date/Time

About the Webinar

The premise underpinning estate planning is to provide for families and dependants post-death, but due to relationship breakdowns and for other reasons the decision-maker may have other plans. This session will examine the risks of exclusion or inadequate provision in estate planning and strategies for preventing challenges, including:

  • The ability of the “excluded” and disappointed to make a claim - jurisdictional issues and differences
  • Judicial decision-making trends in estate challenges - an analysis of recent cases
  • Legal principles concerning family and dependants in estate planning
  • Dealing with client’s emotion and estrangement issues
  • What does “adequate provision” really mean? Kornwasser v Spigelman [2022] WASCA 215; Mead v Lemon [2017] WASCA 215
  • Pre-empting potential challenges through other means including pre-death giving and restructuring
  • Statements of wishes and other documented intentions - worth the paper they are written on?

Presented By

Christian Teese
Special Counsel, Rigby Cooke Lawyers Melbourne, Vic

Christian has specialised practice expertise in Wills & Estates and Trust litigation approaching 15 years of experience.

Christian has significant experience acting for independent administrators and trustees in relation to Estate and Trust administration issues, as well as for claimants pursuing claims in relation to a diverse range of Wills, Estates and Trusts issues. He also has particular experience advising not-for-profit entities.

Christian has earned recognition for taking a cost-effective and sensible approach to litigation and has significant experience in disputes concerning legal costs. In 2021, Christian was ranked by Doyle’s Guide as a Rising Star in its Wills & Estates rankings for Victoria and in 2022 was ranked in its listing of leading lawyers in Wills & Estates litigation.

Who Should Attend?

This webinar is suitable for lawyers and accountants 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.

CPD Information

Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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: [email protected]

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