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Recorded Webinars

Recorded Webinar: Dodging the Hazards of Enduring Powers of Attorney

Advice on powers of attorney is an essential part of your wills and estate practice, particularly as clients tidy up their succession plans in the wake of the pandemic. However, the appointment of a power of attorney creates potential for many dilemmas, not least of which is confl
PRESENTED BY Ines Kallweit Principal - KHQ Lawyers , Melbourne

Date/Time

About the Webinar

Advice on powers of attorney is an essential part of your wills and estate practice, particularly as clients tidy up their succession plans in the wake of the pandemic. However, the appointment of a power of attorney creates potential for many dilemmas, not least of which is conflicts of interest. Recognizing them, avoiding them or at the very least managing these risks is the subject of this session. It covers:

  • The scope of agent’s authority and limitations
  • Identifying conflict situations in powers of attorney
  • How to sanction conflict transactions - what are the options
  • Conflicts which arise before the power takes effect
  • Inter vivos gifts and powers of attorney - where does it cross the line?
  • Power of attorney and ademption issues
  • Liability of attorney in conflict situations
  • Charging clauses - ethics and conflict issues where solicitor is power of attorney
  • Case update, including McFee v Reilly [2018] NSWCA 322; Re Narumon Pty Ltd [2018] QSC185

Presented By

Ines Kallweit
Principal, KHQ Lawyers Melbourne, VIC

Ines Kallweit leads the Wills & Estates team at KHQ Lawyers. She is an Accredited Specialist in Wills & Estates (with the Law Institute of Victoria) and a member of the Society of Trust and Estates Practitioners. Ines is also a notary public.

Ines’ practice ranges from estate planning, the preparation of Wills and Powers of Attorney to complex estate administration and estate litigation. Her broad knowledge in this area and solutions-focused approach allows her to assist clients with the preparation of comprehensive estate plans and the administration of complex estates. Her estate litigation work involves both defending estates and representing individuals in resolution of disputes involving Wills, property, estate and guardianship matters.

 

Ines also has a keen interest in promoting legal education. She has a Master of Teaching and is an adjunct lecturer at the College of Law. She speaks for various professional development providers including the Law Institute of Victoria, Leo Cussen Institute and Television Education Network. Ines is a native German speaker.

Ines is widely regarded as one of the country’s leading practitioners in this area of law and has been recognised as a preeminent Wills & Estates Litigation Lawyer for Victoria in Doyles Guide for ten consecutive years (2015-2025).

Who Should Attend?

This webinar is suitable for lawyers 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.

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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