Video: Succession Law 25: S7 Charging Clauses and Commissions: Getting it right | Law Institute of Victoria
Charging clauses and executor commissions are often overlooked until they become a source of dispute or complaint. Whether you're drafting wills, advising executors, or administering estates, understanding how to navigate these provisions is essential to protecting your clients—and your practice.
In this session, expert presenters will unpack the various dimensions of charging clauses, explore common drafting and disclosure mistakes, and provide practical guidance on how to ensure compliance.
Topics include:
• Charging clauses and the implications for legal practitioners
• The importance of clarity and consent in the context of charging clauses
• Handling gifts in lieu
• A practical case study on solicitors as executors: learning what not to do
• Essential disclosures that executors must make to beneficiaries
• Key records that must be maintained by firms preparing wills
• Best practices for advising clients on charging clauses and commissions
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