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Recorded Webinars

Recorded Webinar: Who is My Client in Wills and Estate Matters (legal ethics)

Developments in technology and the virtual office create new ethical challenges in correctly identifying the client and knowing to whom you owe professional obligations. This session looks at the key issues, including: Not quite the client - care required
PRESENTED BY Anthea Kennedy Partner, Accredited Specialist Wills and Estates - Bridges Lawyers , Sydney

Date/Time

About the Webinar

Developments in technology and the virtual office create new ethical challenges in correctly identifying the client and knowing to whom you owe professional obligations. This session looks at the key issues, including:

  • Not quite the client - care required in early interactions with potential clients
  • Solicitor client relationship duties - the imperatives of client identification
  • When capacity is an issue - who is my client dilemmas and responsibility
  • Testamentary trusts - responsibility to testator or beneficiary?
  • Donee of power of attorney - acting against doors interests
  • Risks when identification at issue - conflicts of interest issues and other nasties
  • Husband and wife client identification issues in succession matters
  • Solicitor executors - when wearing two hats creates client identification problems
  • Lessons from recent cases

Presented By

Anthea Kennedy
Partner, Accredited Specialist Wills and Estates, Bridges Lawyers Sydney, NSW

Anthea has been in practice as a solicitor since 1992. She has presented seminars and workshops in the areas of Wills and Estates law from 2002 onwards.

Her work is mainly litigation, a high proportion of which is contested Probate, Family Provision cases and other Equity work together with estate planning advice.

Anthea is an accredited specialist in Wills and Estates Law and the Chair of the Advisory Committee for Specialist Accreditation in Wills and Estates. She is also a member of the Supreme Court Equity Liaison Group. Anthea is listed as Pre-eminent in the Doyle’s Guide of Leading Wills & Estates Litigation Lawyers 2020 for both NSW and Australia. She is also listed as Preeminent in Leading Wills, Estates & Succession Planning Lawyers, NSW in 2020.

Who Should Attend?

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

CPD Information

year ending 31st March 2021.

CPD

Lawyers can claim 1 CPD unit – legal ethics.

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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