11th Annual Melbourne Wills and Estates Conference e-book

Succession lawyers face an ever-evolving landscape where client needs intersect with complex family dynamics, intricate asset structures, and the ever-present danger of litigious disputes. TEN The Education Network’s 11th Annual Melbourne Wills and Estates Conference examines these challenges and explores the pressing issues that have shaped the world of succession law over the past year. It includes a deep-dive into the future of discretionary family trusts following the seminal decision of Owie, the role of lawyers and executors, as well as how to best mitigate the risks with digital wills. It also includes sessions examining beneficiary rights and entitlements to information, along with troubleshooting issues with trustee appointments.

Administration Issues and Challenging the Will

• Appointing Administrators in Deceased Estates: When, How and Doing it Right
• Documenting Settlement Agreements Reached At Mediation
• Lawyers as Executors: If You’re Going To Do It, Do It Right
• Managing Super Following the Death of the Member

Resolving Problems in the Succession Plan

• Breaking the Chain: What Happens Next When a Trustee is Improperly Appointed
• Everyone Makes Mistakes: Trouble-shooting Errors in the Succession Plan

The Role of Trusts and Digital Assets in the Succession Plan

• Discretionary No More? The Future of Discretionary Family Trusts Post-Owies
• I Have a Right to Know… Don’t I? Beneficiary Rights and Entitlements to Information
• Digital Disruption: Mitigating the Risks in the Digital Succession Plan

3 Compulsory CPD Topics

• Professional Skills:  Estate Administration Litigation - Sharpening Your Skillset When the Gloves Come Off
• Practice Management & Business Skills:  Strengthening Your Defences Against Scams, Phishing and Cyber Security Attacks
• Ethics:  Ethical Considerations in Client Representation: Knowing When to Proceed and When to Refrain