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2020 CPD Intensive – Succession Law Stream

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2020 CPD Intensive – Succession Law Stream

Date & TimeTBC
Format Intensive
Price

Member

$630.00

Non-Member

$750.00

CPD Units 6
  • Ethics & Professional Responsibility
  • Professional Skills
  • Practice Management & Business Skills
  • Substantive Law
Venue Sofitel Melbourne on Collins, 25 Collins St, Melbourne View Map

Intensive theme: Navigating the Intricacies

This event is now running as a Webinar only. Access information will be sent to all registrants in advance of the Webinar.

The new LIV intensive format includes dedicated sessions that provide practice-area specific guidance, as well as interactive sessions that explore the interplay between other practice areas and offer opportunities to collaborate with legal practitioners from multiple areas of practice to consider and formulate solutions to challenging case scenarios.

Further details below.

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Terms & Conditions

Program Overview

  • 2020 CPD Intensive – Succession Law Stream - Friday 20 Mar
    • 8:30 AM Registration
    • 9:00 AM Opening & Welcome
    • 9:05 AM Keynote Presentation – Probate Online & New Case Management Arrangements

      His Honour Justice Moore, Joint-Judge-in-Charge of the Supreme Court of Victoria’s TFM List, will provide solicitors with information and insights into a new e-filing system for probate matters anticipated to be operational in early 2020, and will explain how this will change the way in which personal representatives currently discharge their duties. This session will also outline the case management arrangements that will come into effect in March 2020 as a result of the appointment of a new Judicial Registrar for the Trusts, Equity and Probate List.

      Place you and you firm one step ahead by availing yourself of His Honour’s guidance in relation to these important new initiatives.

      Presenter: His Honour Justice Moore, Supreme Court of Victoria

      Compliance Area: Professional Skills

    • 9:45 AM Duties & Responsibilities of Corporate Trustees & their Directors

      No matter the type of trust that is established, whether its purpose is to provide asset protection, reduce taxation liability or safeguard assets for future generations, or indeed a combination of these, trustee companies and directors owe duties under both common law and legislation to the trust. These duties extend beyond the ordinary duties applicable to directors pursuant to the Corporations Act.

      In addition to providing an overview of these duties, this session will also inform you of breach penalties and consequences, which can extend as far as personal liability for liabilities incurred by a company as trustee of a trust, and enable you to effectively advise clients in relation to their obligations to trusts’ and their beneficiaries.

      Presenter: Michael Flynn QC, Barrister, Victorian Bar

      Compliance Area: Professional Skills

    • 10:45 AM Morning Tea
    • 11:15 AM Future-proofing your Legal Practice: A non-geek's guide to adopting technology and getting ahead of the modern law curve

      Not sure if you are doing enough to stay competitive in an increasingly digital world? This session will feature accessible ways that anyone can use to start leveraging low-cost scalable technology in your law firm to improve how you work now and improve your ability to adapt to the changes reshaping the legal services market.

      Topics covered include: 

      • Options for running a tech enabled will and estate practice
      • Explanations of some common tech tools - what they do and why you might want to use them
      • How to decide what best suits how you work and your practice - and how to avoid wasting time and money with random “shiny” tech
      • How to make the most out of the software you already have
      • Questions to ask when talking to software vendors (before you buy)
      • An overview of what modern estate law practices doing differently

      Presenter: Fiona McLay, Principal Lawyer, McLay Legal

      Compliance Area: Practice Management & Business Skills

    • 12:15 PM Lunch
    • 1:00 PM Dealing with a Deceased Estate – Balancing Property & Succession Law Considerations

      When a deceased estate includes a prestigious property as its sole asset of any substantial financial value, and the beneficiaries of the sale are estranged siblings, how would you as the deceased’s long-time legal practitioner balance the numerous property and succession law – related considerations at play, and avoid landing yourself in a legal drama of epic proportions?

      This interactive session will bring property and succession law practitioners together to address the issues at play, and formulate solutions to some challenging questions posed by the experienced session moderators.

      Presenters:

      • Peter Lowenstern, LIV PELS Executive Committee Member
      • Elizabeth A. Michael, Principal, City Pacific Lawyers

      Compliance Area: Substantive Law / Professional Skills

    • 2:00 PM Break
    • 2:10 PM The Best of Both Worlds – Family & Succession Law in Separation including Blended Family Considerations

      It is commonplace that a succession law practitioner will be required to advise clients in relation to a matter that interplays with family law. In such circumstances, the devil is in the details, and analysing the matter in a holistic manner becomes critical to obtaining favourable outcomes.

      This interactive hypothetical session will bring family and succession law practitioners together to address the issues at play, and formulate solutions to some challenging questions posed by the experienced session moderators. It will also provide you with a great opportunity to exchange your subject matter expertise and build on your professional network of family lawyers. 

      Capitalise on this unique opportunity to deep dive into scenarios that explore the interplay between these two areas of law. From key considerations when dealing with separation matters - both de facto and married - to a succession planning perspective when considering estate planning needs, this session will cover topics such as:

      • Binding Financial Agreements
      • Wills
      • Superannuation splitting and/or spousal maintenance claims/inheritance claims
      • Options available to parties when a former spouse is suspected of a loss of cognitive ability and capacity

      Moderator: Carolyn Sparke QC, Victorian Bar

      Panellists:

      • Greg Russo, Solicitor, Featherby’s Lawyers, Accredited Specialist, Wills & Estates
      • David Gillard, Consultant, Lander & Rogers Lawyers, Family and Relationship Law
      • Clare Sunderland, Senior Lawyer, Aughtersons Lawyers, Accredited Specialist, Wills & Estates
      • Tricia Peters, Director and Certified Financial Planner, Peters McKeown

      Compliance Area: Substantive Law

    • 3:10 PM Afternoon Tea
    • 3:40 PM Ethics in Family, Property & Succession Law Practice

      The LIV’s Special Counsel Ethics will facilitate a highly interactive workshop discussion with conference attendees addressing a selection of challenging ethical issues arising in daily Property, Family, and Succession legal practice.  Topics for discussion will include recent examples including a solicitor’s paramount duty to the court and administration of justice, inadvertent disclosure of confidential material, confidentiality, and conflict of interest. 

      Presenter: Michael Dolan, Special Counsel Ethics, Ethics and Professional Practice Department, Law Institute of Victoria

      Compliance Area: Ethics & Professional Responsibility

    • 4:40 PM Close & Networking Drinks
      Following the close of the conference at 4.40pm, attendees are invited to enjoy complimentary drinks until 5.30pm.

Further Details

  • Full Description


    *Exempt from the Early Bird offer are CLC, YL and Accredited Specialist members. The registration fee for these membership categories is $472.50.

    Maximising your client and firm outcomes as a succession lawyer requires you to remain conscious of bigger picture issues, such overall practice management and optimum client engagement, while also maintaining a sharp focus on details and complexities that, left unchecked, can lead to avoidable risks that negatively impact your practice.

    The new LIV intensive format includes dedicated sessions that provide practice-area specific guidance, as well as interactive sessions that explore the interplay between other practice areas and offer opportunities to collaborate with legal practitioners from multiple areas of practice to consider and formulate solutions to challenging case scenarios.

    Topics covered include:

    • Probate online and new case management arrangements in the Supreme Court of Victoria
    • Duties and responsibilities of corporate trustees and their directors
    • Modernising your practice to enhance your firm’s readiness for new technology
    • Dealing with a deceased estate – balancing property and succession law considerations
    • Family and succession law in separation including blended families

    Following the close of the conference at 4.40pm, attendees are invited to enjoy complimentary drinks until 5.30pm.


    See the sponsors and exhibitors who are supporting the 2020 CPD Intensive.

     

  • Presenters


    His Honour Justice Moore, Supreme Court of Victoria

    Michael Flynn QC, Barrister, Victorian Bar

    Fiona McLay, Principal Lawyer, McLay Legal

    Peter Lowenstern, LIV PELS Executive Committee Members

    Elizabeth A. Michael, Principal, City Pacific Lawyers

    Greg Russo, Solicitor, Featherby’s Lawyers, Accredited Specialist, Wills & Estates

    David Gillard, Consultant, Lander & Rogers Lawyers, Family and Relationship Law

    Clare Sunderland, Senior Lawyer, Aughtersons Lawyers, Accredited Specialist, Wills & Estates

    Tricia Peters, Director and Certified Financial Planner, Peters McKeown

    Michael Dolan, Special Counsel, Ethics and Professional Practice, Law Institute of Victoria


  • Covid-19

    LIV's Approach to Coronavirus (COVID-19) Health Alert

    As this is an evolving situation, please see the latest updates from the LIV here.

    Remote (Webinar) access to CPD

    In light of the evolving COVID-19 situation, we have put in place precautionary measures to keep our members and staff safe. As we all make sense of the changing situation, the LIV is guided by two priorities: ensuring safety and health while minimising disruption to our learners. 

    To the end of March, we will be offering our CPD activities remotely, working with all our presenters to minimise the impact on the learning experience.  We will seek to maintain the full schedule of activities and we will continue to monitor the situation and update you on an ongoing basis. 

    Recognising the end of the CPD year is looming our CPD program will now run in Webinar format. In addition, the LIV has a range of Education videos that you are able to access. New titles will continue to be added over the coming weeks.  If you have any questions regarding existing or future registrations for LIV CPD activities, please call  9607 9311  or email register@liv.asn.au.

    Information from the VLSB

    In these special circumstances, the Victorian Legal Services Board (VLSB) understands that solicitors may need to complete more than 5 of their CPD units through private study of audio/visual material. This means that for the 2019-20 CPD year only, the VLSB will not be enforcing the 5-unit cap on private study of audio/visual material as set out in the Legal Profession Uniform Continuing Professional Development (Solicitors) Rules 2015 (CPD rules). 

    Details to note:

    • The audio/visual material used for private study must be specifically designed for the purpose of updating a solicitor’s knowledge and/or skills relevant to his/her practice (CPD rule 8.2). 
    • Solicitors are already permitted to complete an unlimited number of units of ‘web-based programming’ under the CPD rules. Web-based programming is different to private study of audio/visual material because it takes place in real time or involves an interactive element such as a discussion group.

    Please also refer to Rules and our website for further information about CPD requirements.