Asheetha has 20 years' experience in Wills and Estates Law and became an Accredited Specialist in 2011. Although her main area of practice is in contested estate litigation, including testamentary capacity and other probate matters, family provision cases, elder law issues and other estate administration suits. She has utilised that experience in her growing estate planning practice. She also has experience as a Court appointed Independent Administrator, and in applying for 'out of the ordinary' grants of probate and letters of administration. Asheetha is a member of the Society of Trust and Estate Practitioners. Asheetha has been listed in the 2022 Doyles Guide's lists of Preeminent Estates Litigation Lawyers and Leading Wills Estates and Succession Planning Lawyers in New South Wales.
Recorded Webinar: Risk Management for Estate Planning Advisers
Date/Time
About the Webinar
Estate planning can be a risky business in the face of ever -changing legislation, changing family circumstances and economic pressures. What are the duties of practitioners in this area and how can you protect yourself from complaints and challenges from your clients, their family, beneficiaries and others affected by your advice? This session will look at recent cases in this area and provide some guidance on what steps to take to minimise your risks, including:
- What is the solicitor’s duty to advise and to prevent challenges to a Will? And to whom is the duty owed? Badenach v Calvert [2016] HCA 18
- Acting on the instructions of a power of attorney: McFee v Reilly [2018] NSWCA 322
- Liability for negligent Will drafting and rectification: Craker v Craker and Ors (No 3) [2019] SASC 13
- Clients with early dementia and the importance of getting instructions: McLaren v Hugo White [2018] NSWDC 226
- Compliance with Solicitor Conduct Rules: Legal Services Commissioner v Pierpoint [2018] NSWCATOD 160 and other cases
- Acting as a power of attorney for your client – can you still be their solicitor?
- The role and powers of the Australian Financial Complaints Authority
Presented By
Asheetha Jelliffe
Partner, Bridges Lawyers Sydney, NSWWho Should Attend?
This webinar is suitable for lawyers throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.
CPD Information
Lawyers can claim up to 1 CPD unit/point – substantive law . This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.
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]