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Recorded Webinars

Recorded Webinar: Informal Family Agreements and the Estate Plan

Increasingly, members of a family are entering into informal arrangements to manage their ongoing relationships, whether it be for caring for the elderly parents or joint housing/living arrangements. The failure to seek legal advice or even reduce these agreements to writing has s
PRESENTED BY Hayley Mitchell Partner - Cooper Grace Ward Lawyers , Brisbane

Date/Time

About the Webinar

Increasingly, members of a family are entering into informal arrangements to manage their ongoing relationships, whether it be for caring for the elderly parents or joint housing/living arrangements. The failure to seek legal advice or even reduce these agreements to writing has significant consequences for all parties, particularly when conflicts occur or after the death of a party. This session will examine recent cases and provide a guide to practitioners on assisting families to formalise their intentions, including:

  • A discussion of recent cases including Richardson v Lindsay [2019] NSWCA 148; Flourentz v Spink [2019] NSWCA 315; Wallis v Rudek [2020] NSWCA 207
  • The role of duress and undue influence in family arrangements
  • What remedies are available in such situations?
  • When will a constructive trust arise?
  • Role of practitioners in advising and drafting documented family agreements
  • Who is your client?
  • What safeguards should be included in the agreement?
  • Centrelink and other financial consequences

Presented By

Hayley Mitchell
Partner, Cooper Grace Ward Lawyers Brisbane, QLD

Hayley Mitchell is a Wills and estates specialist lawyer in Brisbane. Hayley has dual accreditation in succession law (Queensland) and self managed superannuation funds (through the SMSF Association).

Hayley’s expertise and specialist knowledge in Wills, estates and superannuation funds means that she can provide advice and assistance to clients in a range of matters:

  • estate planning, Wills, enduring powers of attorney and superannuation binding death benefit nominations
  • applications for probate and letters of administration
  • advice to executors and beneficiaries of estates
  • SMSF disputes and superannuation death benefit disputes
  • trust succession disputes
  • family provision applications, Will disputes and estate disputes
  • enduring power of attorney disputes.

Who 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.

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.

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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