Close
My Cart (0 items)
Checkout

Login to TEN

Privacy Policy
Privacy Policy
Return
My Cart (0 items)
Checkout
104966
Live Webinars

Live Stream: Interim Distributions in Estate Planning: A Quick Solution for Beneficiaries During Tough Times?

It is easy to talk about 'managing client expectations' but once the application for probate is filed, administering a deceased estate can be a lot like sitting in the doldrums after a large storm. After the initial flurry of arranging the funeral and finding the will there comes
PRESENTED BY Steve Grant Director - Merthyr Law , Brisbane

Date/Time

Tuesday 11th February 2025
Vic, NSW, ACT, Tas: 1:30pm to 2:30pm
Qld: 12:30pm to 1:30pm
SA: 1pm to 2pm
NT: 12pm to 1pm
WA: 10:30am to 11:30am

About the Webinar

It is easy to talk about 'managing client expectations' but once the application for probate is filed, administering a deceased estate can be a lot like sitting in the doldrums after a large storm. After the initial flurry of arranging the funeral and finding the will there comes a period of relative calm as the trauma of death is dealt with. As the trauma subsides, an equally powerful feeling arises: where's my money?! The beneficiaries often begin thinking of the executor as the goose sitting on their golden egg. What's taking so long? Why can't we have our money now? But you were granted probate, what's the hold up?

This session will cover:

  • legal considerations and requirements for making interim distributions;
  • the risks to the executor of making interim distributions;
  • tips for smooth and efficient interim distribution processes;
  • strategies for managing beneficiaries’ expectations;
  • case studies: lessons from real-world examples.

Presented By

Steve Grant
Director, Merthyr Law Brisbane, QLD

Steve is competing in his 25th Noosa Triathlon and when he is not training he is working at Merthyr Law in Brisbane.

Steve Grant practises in estate planning, being an Independent Trustee | Public Speaker | Board Member | Family Business Advisor | School Rugby Coach.

His 40 years of experience working in a legal office can assist families through tricky succession and governance issues.

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 Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. 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.

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]

Go to top