13th Annual Wills and Estates Conference e-book

Succession lawyers have the challenging task of balancing client needs with difficult family dynamics, complicated asset structures and tax considerations. Television Education Network’s 13th annual wills and estates conference will address these challenges, along with other key issues which have dominated the succession law landscape in the last twelve months, including keeping superannuation trustees on the straight and narrow, family provision cases and non-biological children, as well as showing executors the door.

Day 1 - Thursday 18 August 2022

Creating the Will

• Anoint and Appoint: Key Clauses in Testamentary Trust Deeds
• Be Careful What You Wish for: Letters of Wishes in the Firing Line
• Double Trouble? The Perils and Pitfalls of Mutual Wills
• It’s a Small World After All: Asset Location in Wills and Estates

Financial Assets and Issues in the Succession Plan

• The New Frontier: Digital Currency Disposition
• Keeping Superannuation Trustees on the Straight and Narrow
• When the Cupboard is Bare: Administration of Insolvent Estates

Day 2 - Friday 19 August 2022

Managing Risks to the Succession Plan

• In for a Penny, In for a Pound: Family Provision Claims and Non - Biological Children
• Shades of Grey: Professional Responsibility for Determining Capacity
• Are Promises made to be Broken? Options for Disappointed Beneficiaries

Executors and Attorneys

• Disapproval and Removal: Showing Executors the Door
• Attorney Wheeling and Dealing with Estate Assets