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Recorded Webinars

Recorded Webinar: The Right to Know: Disclosure Obligations in Wills and Estate Matters

They say that knowledge is power, and that maxim certainly applies in the context of succession law. However, when can information be shared, and when is it inappropriate? Through the use of practical case studies, this session examines disclosure obligations and the interplay wit
PRESENTED BY John Armfield Barrister - Second Floor Wentworth Chambers , Sydney

Date/Time

About the Webinar

They say that knowledge is power, and that maxim certainly applies in the context of succession law. However, when can information be shared, and when is it inappropriate? Through the use of practical case studies, this session examines disclosure obligations and the interplay with professional and fiduciary obligations. It covers:

  • Disclosure of documents and information in contested wills and estate matters
  • Power of executor to gain access to will files of practitioners
  • Who pays for the cost to copy files where they are requested?
  • Does an executor or trustee have a duty to maintain confidentiality?
  • Does the trustee have a duty to provide the trust deed and other information to potential beneficiaries?
  • Family provision claims and access to financial records
  • Confidentiality requirements with medical records
  • Confidentiality and disclosing information after death
  • Preliminary discovery application in wills and estate matters
  • Case update, including Jordon v Goldspring [2021] NSWSC 7

Presented By

John Armfield
Barrister, Second Floor Wentworth Chambers Sydney, NSW

Admitted to the Bar in 1983 and an accredited mediator with the NSW Bar Association, John is an expert in family provision and estate litigation. A regular legal conference speaker, he has been recognised in Doyle’s Guide in 2015, 2017 – 2020, 2022 and 2023 as a Pre-eminent Leading Wills and Estates Litigation Junior Barrister.

John is a highly sought-after speaker and has appeared at many continuing legal education conferences in relation to estate litigation including family provision law, testamentary capacity, informal wills, estoppel in estate litigation and the rights of beneficiaries to obtain information in relation to the administration of trusts.

He has successfully mediated many estate disputes and enjoys the challenge of assisting parties to arrive at a quick and cost-effective resolution of their disputes.

Second Floor Wentworth Chambers

 

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 1 CPD unit/point – substantive law . WA lawyers – From 1/4/2021, due to changes to your CPD 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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