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Video Bundle: LIV CPD 2021 – Succession Law Intensive

Video Bundle: LIV CPD 2021 – Succession Law Intensive

Format Education Product
Price

Member

$295.00

Non-Member

$327.78

CPD Units 6
  • Ethics & Professional Responsibility
  • Professional Skills
  • Practice Management & Business Skills
  • Substantive Law
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Recorded 19 March 2021 | Approx Run Time: 6 hours

The Law Institute of Victoria’s 2021 Succession Law Intensive takes an in-depth view of key issues and developments in succession law, equipping you with the information and tools to guide your practice in 2021 and beyond.

Listen to an impressive line-up of speakers, including a keynote address by the Hon Justice McMillan and the Supreme Court’s Registrar of Probates Kate Price, while obtaining six CPD points across all compliance areas.

This video bundle includes recordings of six key sessions:

  1. Video 1: Keynote Address (Run time 59:15)
  2. Video 2: Essential Succession Law Updates (Run time 01:10:02)
  3. Video 3: Practising Law in the New World: Risk management for 2021 (Run time 01:06:57)
  4. Video 4: Issuing Proceedings in the Supreme Court v County Court: Panel discussion (Run time 01:00:08)
  5. Video 5: Abuse of Powers of Attorney (Run time 58:56)
  6. Video 6: Ethics in Practice (Run time 53:46)

Click the 'ADD' button to purchase the seven video bundle or purchase individual videos by clicking the title above.

Further Details

  • Further Details

    Video 1: LIV CPD 2021 – Succession Law Intensive – Keynote Address

    Our esteemed presenter the Honourable Justice McMillan along with the Registrar of Probates Kate Price discuss current issues pertinent in the area of succession law, including learnings from the RedCrest system which has now been in operation for 9 months.

    • Run time: 59:15
    • Compliance area: PM/PS

    Click here to learn more and to purchase this video.

     

    Video 2: LIV CPD 2021 – Succession Law Intensive – Essential Succession Law Updates

    Even in times of relative stability succession law is always developing and practitioners need to be on top of the changes to practice effectively in this area. In this session, Ursula Stanisich of the Victorian Barcovers some of the key case law updates that have occurred over the past 12 months.

    • Run time: 01:10:02
    • Compliance area: SL

    Click here to learn more and to purchase this video.

     

    Video 3: LIV CPD 2021 – Succession Law Intensive – Practising Law in the New World: Risk management for 2021

    Risk management is always front of mind for any practitioner but 2021 is expected to bring a range of new issues not seen before in private practice. Even as we slowly begin to return to the office, it is unlikely the legal workforce will look exactly as it once did. Working from home (even if only some of the time) and increased flexibility brings with it a range of new considerations, and practices need to have systems and processes in place to avoid the risks of having employees working across multiple venues at different times.

    In this session, we uncover some of the new risks 2021 is likely to bring and the steps practitioners can take to help to set up their practices and help avoid these.

    • Run time: 01:06:57
    • Compliance area: PM

    Click here to learn more and to purchase this video.

     

    Video 4: LIV CPD 2021 – Succession Law Intensive – Issuing Proceedings in the Supreme Court v County Court: Panel discussion

    What is the process you go through to decide whether to issue proceedings in the Supreme Court or the County Court? Do you have a clear matrix you follow or is a decision made more on an ad hoc, case-by-case basis?

    Deciding which court to issue in is an everyday decision for succession law practitioners, but it’s not always as straightforward as it may seem. In this highly practical panel discussion, our panellists engage in an open discussion about how they make this important decision. We will look at the matrix or criteria they go through when deciding whether to issue in the Supreme Court or the County Court, the rationale for the decision and why some practitioners seem to prefer one court over the other.

    • Run time: 01:00:08
    • Compliance area: SL/PS

    Click here to learn more and to purchase this video.

     

    Video 5: LIV CPD 2021 – Succession Law Intensive – Abuse of Powers of Attorney

    Abuse of powers of attorney is a common and sometimes complex issue and practitioners need to know the steps to take when a client comes to them with an abuse matter. In this session, we take an in-depth look at the options open to claimants in this area, discover the role of the Supreme Court and VCAT when it comes to abuse of powers of attorney and analyse key cases in this space.

    Topics Include:

    • The options when a suspected abuse has arisen, including the role of the Supreme Court & VCAT
    • Key cases on abuse of powers of attorney
    • Relevant law reform proposals
    • Run time: 58:56
    • Compliance area: SL

    Click here to learn more and to purchase this video.

     

    Video 6: LIV CPD 2021 – Succession Law Intensive – Ethics in Practice

    Facilitated by LIV ethics experts Donna Cooper and Michael Dolan, this video brings together attendees of all three intensive streams to collaboratively discuss and formulate solutions to challenging ethical issues that can arise in property, family and succession law practice.

    Discussion topics include:

    • A solicitor’s paramount duty to the court and administration of justice
    • Inadvertent disclosure of confidential material
    • Confidentiality
    • Conflict of interest
    • Run time: 53:46
    • Compliance area: EP

    Click here to learn more and to purchase this video.

  • Presenters

    Chair 1: Kathy Wilson, Kathy Wilson Legal

    Kathy Wilson is the Principal of Kathy Wilson Legal and is an accredited specialist in Wills & Estates and a qualified Trust & Estate Practitioner. Kathy has a background in property law; commercial litigation; succession and elder law with some 25 years’ experience advising in wills and succession planning; complex probate application; the resolution of disputes in wills, estates, elder law and guardianship matters.

    Kathy serves on the Council of the Law Institute of Victoria; is chair of the Nominations and Remuneration Committee and a member of the Ethics Committee, Succession Law Committee and Elder Law Committee. In addition to legal practice, Kathy hold numerous external board positions.

    Kathy is interested in legislative review and has been a member of the working parties established by the Victorian Law Reform Commission in its reviews of succession laws; guardianship laws and the forfeiture rule. Kathy is also a regular contributor at professional and community legal education events.

    Chair 2: Clare Sunderland, Senior Lawyer, Accredited Wills and Estate Specialist

    After a varied career path Clare was admitted to practice law in 2007 and has focused her practice on Wills and Estates including estate planning, deceased estates and estate litigation, as well as guardianship and administration (VCAT).

    Clare is an Accredited Wills & Estates Specialist (Law Institute of Victoria), holds an Applied Masters in Wills & Estates (College of Law) and is a member of the Law Institute of Victoria Succession Law Committee.

    Clare is committed to providing compassionate advice and tailored solutions for her clients in a timely and cost effective manner. Outside of work Clare spends time reading, trail running, cycling, and practicing karate.

    Video 1 – Keynote Speaker 1: The Honourable Justice McMillan, Supreme Court of Victoria

    Justice McMillan practised as a barrister primarily in commercial litigation, including property law, company disputes, equity and trusts, administration of estates, will disputes and testamentary family maintenance. During her time at the Bar, she was a member of several committees and was the Bar’s representative on the Board of Examiners and the Council of Legal Education for many years. She was Chairman of the Victorian Bar Council in 2005- 2006, a member of the Bar's Ethics Committee for ten years and Chairman of that Committee for four years Justice McMillan was appointed a Judge of the Supreme Court of Victoria in March 2012. Her Honour is the Judge in charge of the Trusts, Equity and Probate List and the Testators Family Maintenance and primarily hears matters in those Lists.

    Video 1 – Keynote Speaker 2: Kate Price, Registrar of Probates, Supreme Court of Victoria

    Kate is the Registrar of Probates, recently stepping into the role after overseeing the design and development of the RedCrest- Probate online system. She has acted in various roles during her 10 years at the Supreme Court, most recently as Deputy Registrar of the Common Law Division, managing a team of lawyers providing case management support for the non-tortious lists of the Court, including the Trusts, Equity and Probate List

    Video 2 – Speaker: Ursula Stanisich, Barrister, Victorian Bar

    Ursula practises exclusively in the areas of trust, equity and succession law. Her trial experience includes disputes as to family provision, validity of wills, removal of executors, statutory wills, informal wills, executor’s commission, estate accounting, construction of wills, cy-pres applications, and professional negligence claims and disciplinary proceedings in relation to deceased estates.

    Ursula is a Nationally Accredited Mediator and a full member of the Society of Trust and Estate Practitioners (STEP). She is named in Doyle’s Guide 2020 as Preeminent Wills & Estates Litigation Barrister (Victoria) and Leading Wills & Estates Litigation Barrister (Australia). She has also been named in Doyle’s Guide in 2015, 2016, 2017, 2018 and 2019.

    Prior to coming to the Bar, Ursula worked as a litigation solicitor for six years after having worked at the Family Court of Australia, the Magistrates Court and completing her articles at the Crown Solicitor’s Office.

    Video 3 – Speaker: Stephen Bubb, Risk Manager, Legal Practitioners’ Liability Commission

    Stephen was appointed as a risk manager by LPLC in January 2016. He has over 30 years’ experience in private practice and understands the challenges that practitioners face. He is focussed on the benefits that legal practitioners can achieve from good legal practice management.

    Video 4 – Moderator: Helen McGowan, Principal Legal Director, Halliday Solicitors

    Helen is the principal in a small law practice in Yackandandah in north east Victoria. She is a cross border lawyer – practicing in NSW and Victoria with a particular interest in supporting rural communities to in the practice of Wills and Estates. Helen has a PhD from the ANU College of Law which explored how country lawyers identify and respond to conflicts of interest. She is active in the North East Law Association (Vic) and the Albury & District Law Society (NSW)

    Video 4 – Panelist 1: Louise Gehrig, Partner, Piper Alderman

    Louise Gehrig is a highly experienced litigator with more than 20 years’ experience in litigation and dispute resolution in corporate and commercial law, trust and estate litigation, particularly at Supreme and Federal Court level.

    Louise’s areas of expertise include wills, estates and trust disputes, property and commercial disputes, Australian Consumer Law including unconscionable conduct in business.

    Louise also has a keen interest in elder abuse and has worked on a variety of pro bono claims defending seniors’ rights.

    Louise’s recent projects have included acting for Stamford Hotel in the Hotel Quarantine Inquiry, continuing to act for the Fourth Defendant in the Estate of Gardiner litigation (including: Hughes v Gardiner [2016] VSC 541 & Gardiner v Hughes (2017) 54 VR 394) and acting in the $500m Estate of Cleeve, where she is engaged in advising a trustee of a minor’s trust arising out of an intestacy.

    Video 4 – Panelist 2: Eleanor Coates, Barrister, Victorian Bar

    Eleanor signed the bar roll in October 2012 having spent 13 years as a solicitor with a broad practice heading up the Wills and Probate department of Kenna Teasdale Lawyers.

    Eleanor has vast experience in Testator’s Family Maintenance claims and broader Probate cases including caveat proceedings, informal wills, revocation applications, o54 proceedings and other such matters. She also undertakes work in the criminal jurisdiction having obtained her Indictable Crime Certificate and appears in Coronial Inquests.

    Eleanor regularly accepts briefs as a mediator, having completed her accreditation as a Mediator in December 2010 being described by the assessors as “a natural mediator”.

    Eleanor is also a member of the international Society of Trust and Estate Practitioners (“STEP”).

    Eleanor has a Bachelor of Science (Pharmacology) and Bachelor of Laws (Hons). Eleanor has been named on the Doyle’s Guide Leading Wills & Estates Litigation Barristers annually since 2015

    Video 4 – Panelist 3: Bibi Amidzic, Director, Zion Legal, Accredited Specialist, Wills & Estates

    Bibi Amidzic is an Accredited Specialist in Wills and Estate by the LIV. For the past 10 years, Bibi has headed up the Estate Litigation Practice at Slater & Gordon. During her time at Slater & Gordon, Bibi represented numerous clients from socially disadvantaged backgrounds, many of whom presented with a long history of mental health issues or substance abuse issues. Her experience spans all Australian jurisdictions with a focus on will disputes and more complex property and estate litigation. She has represented family provision claimants in most Australian jurisdictions and continues to have a keen interest in representing vulnerable members of the community involved in estate disputes and litigation. In early September 2020 Bibi co-founded Zion Legal, a firm specialising in estate disputes throughout Australia.

    Video 5 – Speaker: Ingrid Braun, Barrister, Victorian Bar

    Ingrid’s practice is in family law and Guardianship and Administration, including the new Powers of Attorney Act 2014 (Vic) and the care and protection jurisdiction. Ingrid has acted in a number of matters concerning donors’ capacity and declarations as to validity. She also undertakes other work in the VCAT jurisdiction including the Human Rights list.

    Ingrid is a nationally accredited mediator and has taught and assessed at the Bar Reader’s Course. She was a mentor in the inaugural 2015 Victorian Bar and LTI Mentoring. Prior to being called to the Bar, Ingrid held senior positions in the State Government including Manager of Information and Privacy at the Department of Justice.

    Ingrid enjoys participating in the Victorian Bar Choir and is also an accomplished artist.

    Video 6 – Presenter: Michael Dolan, Special Counsel Ethics, Law Institute of Victoria

    Michael Dolan is special counsel ethics with the Law Institute of Victoria. Michael has had a long legal career spanning over 45 years, including 20 years as a senior executive in the electricity supply and mobile telephone industries in Australia and the UK.

  • Professional Development

    The Law Institute of Victoria's professional development program does more than just satisfy your compliance requirements for the CPD year, it provides you with quality and contemporary learning opportunities and practical solutions that you can apply to improve outcomes for your clients and support your practice for years to come.

    Learn more:

    Compliance requirements

    Upcoming CPD schedule

    Additional recorded webinars, events, training and online videos