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Recorded Webinars

Recorded Webinar: Ethics for Accountants: Should I be a Client's Executor or POA?

As an accountant, being asked to be a client’s executor or POA can cap off a client/accountant relationship as reaching its full potential in mutual trust. However, is that warm feeling sufficient to take on those responsibilities? This session can provide some food for thought pr

Date/Time

About the Webinar

As an accountant, being asked to be a client’s executor or POA can cap off a client/accountant relationship as reaching its full potential in mutual trust. However, is that warm feeling sufficient to take on those responsibilities? This session can provide some food for thought prior to deciding to accept the offer, including:

  • Are there conflict of interest issues to consider prior to accepting the appointment?
  • What can happen if there is disagreement between parties as to whether someone has “lost capacity” to activate a POA?
  • Who determines when someone has:
    • lost capacity?
    • the capacity to revoke a POA or change a will?
  • What if you have accepted an appointment however now wish to decline?
  • The skill set required when:
    • disputes arise
    • influence from third parties makes you unsure of who your client is
  • How are professional fees determined when acting as an executor or POA?
  • How do accountants PI policies address executor and POA roles?
  • War stories of what can go wrong

Presented By

Asheetha Jelliffe
Partner, Bridges Lawyers Sydney, NSW

Asheetha was admitted to practice in 2003. She has over 20 years' experience in Wills and Estates Law and became an Accredited Specialist in 2011. She is appointed by the Law Society of NSW as a member of the Advisory Committee for Specialist Accreditation in Wills and Estates, as is the Head Assessor of that committee. Although her main area of practice is in contested estate litigation, including testamentary capacity matters, family provision cases and other trust and estate administration suits, she has utilised that experience in her growing estate planning practice. She also has experience in Elder Law related issues and applying for 'out of the ordinary' grants of probate and letters of administration. Asheetha has been appointed as a Court Appointed Administrator for estates. She is a regular presenter at seminars and workshops in the areas of Wills and Estates law. Asheetha is a member of the Society of Trust and Estate Practitioners. Asheetha is listed in the 2024 Doyles Guide’s lists as a Preeminent Wills & Estates Litigation Lawyer in NSW and as Leading in Wills, Estates & Succession Planning Law in NSW and Wills & Estates Litigation Lawyer in Australia.

Who Should Attend?

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

CPD Information

Accountants can claim up to 1 CPD hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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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