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2021 Succession Law Conference

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2021 Succession Law Conference

Date & TimeTBC
Format Conference, Webinar
Price

Member

$560.00

Non-Member

$700.00

CPD Units 6
  • Ethics & Professional Responsibility
  • Professional Skills
  • Practice Management & Business Skills
  • Substantive Law
Venue Online, Digital Delivery View Map

The LIV’s Succession Law Conference cuts to the core of topical issues and developments, enhancing your understanding and assisting you to efficiently navigate this area of practice.

Featuring a keynote presentation by Supreme Court Registrar of Probates Kate Price, don’t miss this opportunity to debate key developments in the sector and connect with industry leaders and reputed practitioners in the field through an interactive digital platform.

Further details below.

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Terms & Conditions

Program Overview

  • Succession Law Conference - Friday 08 Oct
    • 8:50 AM Webinar Launch
      The webinar will launch ten minutes before the conference begins. Log in early to test your settings and familiarise yourself with webinar features.
    • 9:00 AM Conference Opening & Welcome
    • 9:05 AM Keynote Address – Succession Law Practice in 2021

      Our esteemed presenter, Supreme Court Registrar of Probates Kate Price will discuss key issues for succession law practitioners and provide valuable insights to help support your practice in 2021 and beyond.

      Compliance area: Substantive Law

      Keynote speaker: Kate Price, Registrar of Probates, Supreme Court of Victoria

    • 9:45 AM Wellbeing Break
    • 9:50 AM Death & Taxes: Tax updates for succession lawyers

      Tax issues often arise in succession law practice; with frequent changes to the law and significant judgments being handed down, practitioners need to be across tax matters to avoid conflicts for their clients and to be equipped to manage any issues that may arise.

      In this session, expert Michael Flynn QC provides you with an essential tax update and breaks down recent developments.

      Topics include:

      • Changes to the taxation of minor beneficiaries of testamentary trusts – will drafting consequences
      • CGT where there are multiple personal representatives
      • CGT where asset passes to a second estate before reaching the beneficiary
      • The main residence exemption and foreign residents
      • Main residence exemption – extensions of time
      • Land tax and life interests

      Compliance area: Substantive Law

      Presenter: Michael Flynn QC, Barrister, Victorian Bar

    • 10:50 AM Morning Tea Break
    • 11:00 AM Drafting for Conflict: Complex clauses in Wills and Powers of Attorney

      It is not uncommon for an executor of an estate to be conflicted in circumstances where they have, and choose to, prosecute a claim against the estate with which they have been tasked to administer. Arising in situations such as where an executor is also a recipient of death benefits under a super fund or is owed debts by the estate, these circumstances can lead to delays in administering and distributing the estate, increasing costs, stress and tension for all concerned.

      Considering this issue at the will drafting stage is a step you can take to mitigate this risk arising down the track. Designed to enhance your technical drafting skills, this session will work through a series of complex issues with a focus on Will clauses and Powers of Attorney where there is a potential conflict.

      Compliance area: Substantive Law/Professional Skills

      Presenter: Mercia Chapman, Senior Lawyer, Equity Trustees

    • 11:40 AM Wellbeing Break
    • 11:45 AM The Power to Compromise Estate Disputes

      Estate disputes are frequently mediated, and happily, compromised. However, before putting pen to paper and signing up to terms, it is important to think about the mechanism by which the compromise will be given effect. There are potential obstacles that may stand in the way of achieving what the parties have agreed is a mutually satisfactory resolution of the issues in dispute.

      In this session, barristers Paul Reynolds and Nicholas Baum consider the source of the power to compromise estate disputes and to give effect to that compromise, the different options available to executors, administrators and trustees, and the role of the Court in approving or making orders to give effect to a compromise.

      Compliance area: Substantive Law

      Presenters:

      • Nicholas Baum, Barrister, Victorian Bar
      • Paul Reynolds, Barrister, Victorian Bar
    • 12:45 PM Lunch & Virtual Networking
    • 1:30 PM Crisis Over: Managing challenging client behaviours

      One of the major causes of workplace stress is dealing with clients who have challenging behaviour. Managing clients in a busy legal practice is never easy, particularly when confronted by a client exhibiting challenging behaviours. In particular, clients dealing with issues involving family, money and bereavement can be experiencing trauma, highly emotional and can act in very challenging ways. This can sometimes make it hard to remain professional.

      Reflecting on the realities of dealing with clients in the practice of succession law, this insightful session will help you:

      • Identify and manage the risks and obligations when acting for a client with challenging behaviour
      • Develop practical strategies to confidently and professionally respond to clients with challenging behaviours
      • Reduce your stress levels and maintain a safe work environment.

      This session will incorporate a Q & A component where you will have the opportunity to ask our presenters questions about these issues and discuss your experiences.

      Compliance area: Practice Management & Business Skills / Professional Skills

      Presenter: Eleanor Coates, Barrister, Victorian Bar

    • 2:15 PM Wellbeing Break
    • 2:20 PM Latest & Greatest: Recent cases and developments

      With the sheer volume of succession matters being heard before courts on a daily basis, staying on top of case law developments relevant to your practice can be hard work. Add that to conflicting case authorities and before you know it, half a billable day disappears in legal research.

      This practical session will save you time and effort by covering the most recent developments in succession law, provide insights into their significance and will offer tips that you can take back to the clients you advise.

      Compliance area: Substantive Law

      Presenters:

      • Rick Wells, Barrister, Victorian Bar
      • Jonathan McCoy, Barrister, Victorian Bar
    • 3:00 PM Wellbeing Break
    • 3:15 PM Going Digital: New challenges and opportunities for succession lawyers

      The pandemic has spearheaded a rapid transition to digital service provision which in 2020 saw succession lawyers transitioning to electronic signatures and remote witnessing of wills. However, many succession law practitioners haven’t had the time to explore or evaluate what works best for their practice, the technologies that are available and how they can best adapt their way of working for the future.

      What are the key technologies, platforms, and tools you should be aware of to streamline and generate efficiencies in your practice?

      Join Peer Legal managing principal Peter Moran and Kelly Hazel Quill principal solicitor Ines Kallweit for a conversation on the future of succession law practice and the implications of digital transformation for lawyers in this field.

      Compliance area: Practice Management & Business Skills

      Presenters:

      • Peter Moran, Managing Principal, Peer Legal
      • Ines Kallweit, Principal Solicitor, Kelly Hazel Quill; Wills & Estates Accredited Specialist
    • 4:00 PM Afternoon Tea Break
    • 4:05 PM Ethics in Practice: The complexities of neuropsychology assessments

      Join our panel for a thought-provoking discussion about the ethics around neuropsychology assessments and some of the most frequent challenges faced by succession lawyers in this area.

      Moderated by the Law Institute of Victoria’s Special Counsel Ethics Michael Dolan, our experienced panellists will share the practical and ethical issues that arise when dealing with clients who require these assessments, to assist you to identify and manage these issues as they arise in your own practice.

      Topics covered may include:

      • What practitioners need to be aware of when seeking neuropsychology assessments
      • Capacity reports and their interrelation with these assessments
      • Ethical issues around accessing clients in hospital

      Compliance area: Ethics & Professional Responsibility

      Moderator: Michael Dolan, Special Counsel Ethics, Law Institute of Victoria

      Panellists:

      • Dr Karen Bird, Principal Neuropsychologist, Neurolegal
      • Paul Beasant, Special Counsel, KCL Law
      • Anita Bartfeld, Barrister, Victorian Bar
    • 5:05 PM Conference Close

Further Details

  • Full Description

    The growth in the wealth of Australians, diversity of business structures and changing family dynamics has significant consequences for succession law and the lawyers who work in this area with succession law practice transforming as quickly as the world around us. With the past year seeing significant changes in the way we live, work and plan for the future, the practice of succession law continues to evolve.

    Within the context of this ongoing change, it is vital to keep your finger on the pulse of key issues and developments and to have a thorough understanding of your responsibilities so you can continue to be the best advocate for your client’s interests and ensure continued success for your practice and your clients.

    The LIV’s Succession Law Conference cuts to the core of topical issues and developments, enhancing your understanding and assisting you to efficiently navigate this area of practice. Featuring a keynote presentation by Supreme Court Registrar of Probates Kate Price, don’t miss this opportunity to debate key developments in the sector and connect with industry leaders and reputed practitioners in the field through an interactive digital platform.

    Virtual Conference Inclusions

    • Opportunities to ask questions and interact with our presenters and other attendees via polls, Q&As and digital breakout rooms
    • Supplementary reading material, including PowerPoint presentations used by speakers
    • A complimentary recording of the conference
    • Short breaks following each speaker so you can get up and stretch your legs

     

  • Presenters

    Keynote Speaker: Kate Price, Registrar of Probates, Supreme Court of Victoria

    Michael Flynn QC, Barrister, Victorian Bar

    Mercia Chapman, Senior Lawyer, Equity Trustees

    Nicholas Baum, Barrister, Victorian Bar

    Paul Reynolds, Barrister, Victorian Bar

    Eleanor Coates, Barrister, Victorian Bar

    Rick Wells, Barrister, Victorian Bar

    Jonathan McCoy, Barrister, Victorian Bar

    Peter Moran, Managing Principal, Peer Legal

    Ines Kallweit, Principal Solicitor, Kelly Hazel Quill; Wills & Estates Accredited Specialist

    Dr Karen Bird, Principal Neuropsychologist, Neurolegal

    Paul Beasant, Special Counsel, KCL Law

    Anita Bartfeld, Barrister, Victorian Bar

  • Registration, Pricing & Webinar Information

    Registration Details

    Online registration closes 24 hours before the conference begins. If you would like to book after online registration has closed, please contact the events team on phone 03 9607 9473 or email register@liv.asn.au.

    Full Pricing Details

    Standard member price: $560
    Accredited Specialist/Young Lawyer/CLC/Tarwirri member price: $490
    Non-member price: $700

    Not yet a member? Join the LIV and save on continuing professional development, training and events. Members also have access to exclusive resources, practice support services and discounts from our partners. Click here to learn more about membership or call 03 9607 9470 to join now.

    Webinar Details

    LIV webinars offer an interactive learning experience – wherever you are, from any device – and are run through Zoom. Register as you would any of our other in-person education and we’ll send you the webinar link and log in details the day before the event date.

    Please Note: Instructions are sent to the primary email address linked to your LIV account. If you do not receive an email from us, check the contact details in your LIV profile to confirm the correct email. If you have not received instructions from us within an hour of the event, please contact the events team at register@liv.asn.au or 03 9607 9473.

    For additional information on LIV webinars, see our Frequently Asked Questions.