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Recorded Webinars
Lawyers, particularly those in suburban or rural practices, are often approached by friends and clients for advice and assistance with tasks that are legal or even quasi-legal in nature. For those clients who have outlived or, for various reasons, can’t rely on support from friend

Date/Time

About the Webinar

Lawyers, particularly those in suburban or rural practices, are often approached by friends and clients for advice and assistance with tasks that are legal or even quasi-legal in nature. For those clients who have outlived or, for various reasons, can’t rely on support from friends or family, their lawyer is sometimes the only person left to administer their estate on their passing. Whether or not a lawyer chooses to take on the role of executor for a friend/family member or client can be a challenging decision to make. This session examines whether lawyers should take on the role of executor and explore steps practitioners should consider taking if they decide to be nominated as executor. It covers:

  • The tasks required to discharge your duty as executor, including domestic vs legal vs administrative tasks, what is appropriate for a lawyer to do, when to outsource and dealing with costs for same
  • Dealing with conflicts of interests, including the role of disclosure letters
  • Charging for services - what may be appropriate, what disclosure is required, tips for drafting charging clauses
  • Management of the file within your legal practice and what to do if further or specialist advice is required
  • Specific considerations when there is a trust or SMSF
  • Does it matter if you drew up the will?
  • Recent cases, including Makripoulias v Arhontovasilis [2022] VSC 53)

Presented By

Stephen Lynch
Director, Somerville Legal North Sydney, NSW

Stephen has specialised in the area of wills, probate, estate planning and succession for more than 20 years. His extensive experience includes the preparation of complex wills, including asset-protection measures such as the creation of testamentary trusts. He is a director of Somerville Legal, practicing in both Sydney and the Newcastle/Hunter Region.

In 2010, Stephen’s experience was recognised internationally when he was accepted as a member of the Society of Trust & Estate Practitioners. In 2011, the Law Society of NSW granted Stephen Specialist Accreditation in the field of wills & estates.

Stephen has been named in the prestigious Doyles List every year since 2015 as one of NSW's top Estate Planning and Estate Litigation lawyers.

Who Should Attend?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

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.

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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