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Recorded Webinars
In succession law matters it can be common to take instructions from a couple and provide advice to ensure their testamentary wishes align. As time passes, people and circumstances change, family dynamics evolve, and relationships can break down.  Such events can create challenges

Date/Time

About the Webinar

In succession law matters it can be common to take instructions from a couple and provide advice to ensure their testamentary wishes align. As time passes, people and circumstances change, family dynamics evolve, and relationships can break down.  Such events can create challenges and lawyers who fail to stop to consider the ramifications of changed circumstances run the risk of falling foul of legal, professional and ethical obligations. This session will examine:

  • An overview of the ethical duties and obligations surrounding when lawyers can (and when they should not) act and the continuing obligations towards client following termination of client relationship
  • Case examples to workshop through different scenarios which can create ethical conundrums, including acting for a former client or person connected with a former matter
  • Ethical rules surrounding duties owed to former clients, including confidentiality
  • Practical guidance about navigating the process when weighing up ethical considerations and how to create safeguards to prevent inadvertent breach of obligations

Presented By

Michele Davis
Consulting Principal, Keypoint Law QLD

Michele is a leading wills, estates and succession planning lawyer, educator, coach and creator. Michele has over 13 years of experience in private practice and her areas of specialty include complex wills, including testamentary discretionary trusts, enduring powers of attorney, holistic and bespoke estate planning, collaborative practice, grants of probate and grants of letters of administration. Michele prides herself on being clear, kind, approachable and thoughtful in her advice to clients. She is focused on inspiring and guiding clients through lots of considerations about their personal matters in order to secure peace of mind for those that matter. 

Michele is an Adjunct Lecturer in wills and estates with the College of Law and has written and published various pieces of work on succession, elder law and lawyer wellbeing for a number of legal publishers, including LexisNexis, CCH, College of Law and Queensland Law Society.  

Michele is a self-confessed succession nerd and has become well-known for her blog on all things succession law (www.micheledavis.blog) and creating the successful Australian Succession & Elder Lawyers online community for legal professionals. Michele also a PhD student with QUT’s Australian Centre for Health Law Research where she conducts research in the succession and elder law field.  

Who Should Attend?

This webinar is suitable for lawyers practising in succession law - Australia wide.

CPD Information

Lawyers can claim 1 CPD unit - Ethics

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.

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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