11th Annual Wills and Estates Recorded Online Conference

ed up to be an incredibly challenging year for wills and estate practitioners and their clients. COVID-19 has altered the way succession documents are prepared and executed, while the economic downturn has impacted the value of clients’ estates. This year’s conference sought to unravel the complexities, from preparing wills and enduring powers of attorneys in a pandemic, to dealing with bankrupt and insolvent estates, as well as managing tax issues in estate administration.

Individual recordings of each of the 12 sessions for easy viewing.

As the conference was held online, for the first time we are able to offer those of you who couldn’t attend the conference the opportunity to purchase the recorded sessions. There were 12 sessions in all and if you purchase the recordings you will receive individual recordings of each of the 12 sessions for easy viewing. You will also receive all of the conference technical materials (papers and slides).

The recordings will be available for online by the end of September.

THE PROGRAM

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Part 1: Drafting Challenges in Preparing Wills

• Preparing Wills and EPOAs in a Pandemic: Is Close Enough Good Enough?

• Over and Out: Are Electronic Wills Valid in a Coronavirus Landscape?

• Till Death Us Do Part: How Effective Are Mutual Wills?

Part 2: Taking Care of Tax and Super Issues in the Estate

• Nothing is Certain Except Death and Taxes: Tax issues in Estate Administration

• A Super-Size Complexity: Post Death Superannuation Distribution

• A New Era for Trustee Discretionary Distributions?

Part 3: Authority and Liability Issues in Administering the Estate

• Executor Limitations: The Consequences of Acting Without a Grant

• You Can’t Get Away with That! Challenging Abuse of Enduring Powers of Attorney and other Unconscionable Conduct

• What to Do When the Cupboard is Bare: Bankrupt and Insolvent Estates

Part 4: Challenging Wills and Estate Disputes

• Is Home Where the Heart Is? The Importance of Domicile and Residency in Will Disputes

• The Age of Entitlement: Eligibility for Family Provision Claims

• Will Caveats: Proceed with Caution