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Succession Law Sessions: Estate administration

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Succession Law Sessions: Estate administration

Date & TimeTBC
Format Academy Series
Price

Member

$360.00

Non-Member

$480.00

CPD Units 3
  • Substantive Law
Venue LIV, Level 13, 140 William Street, Melbourne View Map

This session will give you an in-depth overview of the steps involved in estate administration. It will include actionable examples and tips to help you see through the administration process from start to finish.

Presenter: Ines Kallweit, Principal Lawyer, Aitken Partners.

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Wills 

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Further Details

  • Main Topics
    • Which grant of representation is applicable?
    • How do the intestacy provisions work, in particular, if the deceased had a de facto partner?
    • Common probate requisitions
    • What to consider when collecting assets and paying debts
    • What to do if the estate is insolvent
    • How to deal with beneficiaries
    • Distribution of estate assets
    • Executor’s commission
  • Learning Outcomes

    By attending this session you will:

    • have a holistic understanding of the key issues involved in estate administration
    • know how to apply for the relevant grant of representation and avoid or deal with requisitions
    • understand how best to assist and advise executors and beneficiaries throughout the administration process
    • skillfully manoeuvre through the most common challenges in estate administration.
  • Succession Law Sessions overview

    We know there are only two certainties in life: death and taxes. What is uncertain is which ownership structure of assets is best in what circumstances.

    With insider insights, scenario based learning and discussions with your peers, you will equip yourself with the skills and knowledge to think strategically about wealth creation, preservation and transfer to better safeguard your clients’ interests. By the end of this program, you’ll feel empowered to handle higher-level wills and estates matters with authority.

    See an overview of the LIV Academy Series, including all workshop streams.