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Recorded Webinars

Recorded Webinar: Choosing the Right Executor to Implement the Estate Plan

Choosing the right executor can be difficult, and getting rid of the wrong executor can be even harder. This session will examine the key considerations in executor choice and provide a guide to manage executors when they fail to live up to obligations and expectations, including:
PRESENTED BY Stephen Lynch Director - Somerville Legal , North Sydney

Date/Time

About the Webinar

Choosing the right executor can be difficult, and getting rid of the wrong executor can be even harder. This session will examine the key considerations in executor choice and provide a guide to manage executors when they fail to live up to obligations and expectations, including:

  • What attributes should the ideal executor have?
  • The risks of appointing family members and other interested persons
  • A spotlight on executor compensation and calculation
  • Unexpected taxation consequences of choosing a non-resident executor
  • Does an executor need to get along with the beneficiaries?
  • What constitutes unacceptable behaviour of an executor and what are the potential consequences?
  • Challenging the actions of an executor
  • Tips and traps in applications for executor removal
  • Cases and examples including Prothonotary of the Supreme Court of NSW v Whit [2023] NSWSC 264; Jortikka v Haukka [2023] VSC 20; Re Boglis [2022] VSC 309

Presented By

Stephen Lynch
Director, Somerville Legal North Sydney, NSW

Stephen has specialised in the area of wills, probate, estate planning and succession for more than 20 years. His extensive experience includes the preparation of complex wills, including asset-protection measures such as the creation of testamentary trusts. He is a director of Somerville Legal, practicing in both Sydney and the Newcastle/Hunter Region.

In 2010, Stephen’s experience was recognised internationally when he was accepted as a member of the Society of Trust & Estate Practitioners. In 2011, the Law Society of NSW granted Stephen Specialist Accreditation in the field of wills & estates.

Stephen has been named in the prestigious Doyles List every year since 2015 as one of NSW's top Estate Planning and Estate Litigation lawyers.

Who Should Attend?

This webinar is suitable for lawyers and accountants 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

Accountants can claim up to 1 CPD hour. 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.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

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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