Eighth Annual February Wills and Estates Conference

The last twelve months have created a raft of unique challenges for succession lawyers and their clients. This year’s wills and estates conference seeks to unravel the complexities, from preparing wills and enduring powers of attorneys in a “COVID-normal” landscape, to dealing with executor limitations, as well as managing tax issues in estate administration.

Part 1: Mutual Wills and Authority Issues

• Till Death Us Do Part: How Effective Are Mutual Wills?

• You Can’t Get Away with That! Challenging Abuse of Enduring Powers of Attorney and other Unconscionable Conduct

• Executor Limitations: The Consequences of Acting Without a Grant

Part 2: Challenging Wills and Estate Disputes

• Is Home Where the Heart Is? The Importance of Domicile and Residency in Will Disputes

• The Age of Entitlement: Eligibility for Family Provision Claims

• Will Caveats: Proceed with Caution

Part 3: Taking Care of Tax and Super Issues in the Estate

• Nothing is Certain Except Death and Taxes: Tax issues in Estate Administration

• A Super-Size Complexity: Post Death Superannuation Distribution

• A New Era for Trustee Discretionary Distributions?

Part 4: CPD Compulsories

• Professional skills: Preparing Wills and EPOAs in Uncertain Times: Is Close Enough Good Enough?

• Practice management: Making Your Succession Practice ‘Hum’ - Strategies to Build Your Practice

• Ethics: Who is My Client in Wills and Estate Matters