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Recorded Webinars

Recorded Webinar: Practitioner Liability in Wills and Estate Matters - A Precautionary Approach (Legal Ethics)

This session examines some precautionary risk management tips for wills and estate practitioners to ensure they satisfy their ethical and professional obligations. It includes: Liability of practitioner in wills and estate matters - an overview
PRESENTED BY Warwick Gilbertson Partner and Accredited Specialist in Family Law - Turnbull Hill Lawyers , Sydney

Date/Time

About the Webinar

This session examines some precautionary risk management tips for wills and estate practitioners to ensure they satisfy their ethical and professional obligations. It includes:

  • Liability of practitioner in wills and estate matters - an overview
  • Timeliness, prompt attention and file notes on will and estate matters
  • The lawyer’s duty in drafting wills:
    • To whom is it owed?
    • How and when do the ethical challenges arise?
    • Recognising and managing conflicts of interest
  • Liability to persons who do not receive an intended benefit under a will
  • Right of disappointed beneficiary to recover damages
  • Are there any limitations on the practitioner duty of care?
  • Ethical and professional risks in not clearly following client or court’s instruction
  • Case update

Presented By

Warwick Gilbertson
Partner and Accredited Specialist in Family Law, Turnbull Hill Lawyers Sydney, NSW

Warwick is the Partner in charge of Wills & Estates and Family Law at Turnbull Hill Lawyers.

With a career spanning more than 45 years, Warwick has become a sought-after advisor regarding Wills, Powers of Attorney, Guardianship, Trusts, Companies, Superannuation Funds, Business entities and the claims that can be made upon them.

He has extensive experience in contested wills and estate cases in the Equity and Probate Divisions of the Supreme Court. He is an Accredited Specialist in Family Law, a member of the Taxation Institute of Australia and a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP – the worldwide professional association for those advising families across generations. He is one of a handful of TEPs in the wider Hunter Region.

Turnbull Hill has been listed in Doyle’s Guide as Leading Law Firm: Wills and Estate Litigation 2018 to 2023(NSW) and Leading Law Firm: Wills, Estates and Succession Planning 2021 to 2023 (NSW). Warwick has been personally recognised by Best Lawyers, Trusts and Estates 2021 to 2023/2024.

Who Should Attend?

This webinar is suitable for succession lawyers - Australia wide and it has been designed to deliver the legal ethics compulsory subject unit for the year ending

CPD Information

year ending 31st March 2022.

CPD

Lawyers can claim 1 CPD unit – legal ethics.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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