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Recorded Webinars

Recorded Webinar: Equitable Remedies and the Estate Plan

This session focuses on the equitable remedies which might be available to attack even the most well thought-out estate plan and the options that might be available to minimise the risk of such claims. It covers: When will equitable relief be sought?

Date/Time

About the Webinar

This session focuses on the equitable remedies which might be available to attack even the most well thought-out estate plan and the options that might be available to minimise the risk of such claims. It covers:

  • When will equitable relief be sought?
  • What are the advantages of equitable relief?
  • Reasons why equitable relief may be refused
  • Proprietary estoppel and creating an interest in land through oral representations
  • The use of constructive trusts as a sword and a shield
  • Breach of fiduciary duties by trustees
  • Strategies to minimize the risks of such claims
  • Lessons from recent cases

Presented By

Scott Whitla
Partner, McCullough Robertson Lawyers Brisbane, QLD

As an accredited specialist in succession law, Scott specialises in all aspects of succession planning, estate administration and estate and trust litigation. He manages the firm’s Equity and Private Client team, having been made a Partner in 2009. His clients include high-net worth individuals, accountants, financial advisers and other legal firms and their clients.

Scott assists clients to find effective succession planning solutions which protect and preserve assets for the intended beneficiaries, while also minimising the taxation and stamp duty implications which might otherwise arise. He is a leading lawyer in the area of preparing, interpreting and contesting wills, administering deceased estates and applications to the Queensland Civil and Administrative Tribunal.

Scott also assists clients with estate administration and estate litigation. In addition to his substantial experience in these areas, Scott is also an expert on guardianship and administration issues, including matters involving questions of capacity, and the validity of transactions and decisions made under enduring powers of attorney.

Scott is a regular speaker for the Queensland Law Society, TEN The Education Network and the Taxation Institute of Australia. He is also a qualified mediator.

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.

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 – From April 1 st 2021, due to the new requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

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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