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Recorded Webinars

Recorded Webinar: Nothing Ever Goes to Plan: The Reality of Judicial Advice Applications

It is an inevitable fact of life that people change, life gets more complicated and relationships sour. It is no wonder that even the best laid estate plans can go awry. While judicial advice applications are often a prudent option to take, knowing how to get the most out of them

Date/Time

About the Webinar

It is an inevitable fact of life that people change, life gets more complicated and relationships sour. It is no wonder that even the best laid estate plans can go awry. While judicial advice applications are often a prudent option to take, knowing how to get the most out of them is another matter. To assist practitioners, this session shall look at:

  • When do you need to apply to court for judicial advice, including examples of factual circumstances in which it would be prudent to seek judicial advice
  • Practical steps lawyers should take to identify potential problems when taking instructions and drafting a will
  • What to do when you do come across a problem, such as a property owned by a trust
  • How to apply for judicial advice (and what alternatives may be available) and cost implications of applying, or failing to apply
  • Issues which arose in recent cases including Wheatley v Lakshmanan [2022] NSWSC 583, Yuen & Anor v Louey [2023][ VSC 423, Alexopoulos v Krasovec [2022] VSC 749, Mantovani v Vanta Pty Ltd & Ors (No.3)

Presented By

Paige Edwards
Special Counsel, McCullough Robertson Lawyers Brisbane, QLD

 

 

Paige is a Partner and Head of HopgoodGanim Lawyer’s Estates and Succession practice in Brisbane.

A Queensland Law Society Accredited Specialist in Succession Law, Paige is a trusted advisor to business owners, family offices, professional trustee companies and individuals with complex personal and financial affairs. She has extensive experience in estate planning, administration and is recognised for her ability to deliver strategic and practical solutions that protect wealth, reduce conflict and assist with smooth intergenerational transitions.

Paige regularly assists clients with the design and implementation of family constitutions, advisory boards, bespoke trust deeds and company constitutions, as well as restructuring entities to support long-term succession goals. She also facilitates family meetings and works closely with accountants, financial advisors, and other professionals to provide integrated solutions.

Paige has a particular interest in trust law, including charitable trusts, superannuation funds and family trusts. She advises trustees on the discharge of their obligations and frequently acts in applications to the Court for directions, rectification of trust deeds, or reconstruction of lost deeds.

Paige attained a Bachelor of Laws (Corporate and Commercial Law Specialisation) from Bond University and a Master of Taxation (Tax Law) from the University of New South Wales.

Who Should Attend?

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

CPD Information

Lawyers can claim 1 CPD unit - Professional Skills

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.

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]

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