Ethics, Professional Skills & Practice Management for Wills and Estates Lawyers

Join our panel of speakers for an afternoon designed especially for Wills & Estates Lawyers to tick off your CPD core competency points before the 31 March deadline. Consider the issues surrounding how to assess or challenge testamentary capacity. Examine the ethical considerations that you need to be aware of in your role as a succession lawyer. Gain tips on best practice for how to manage your enduring Wills and Estates practice. WEB243W13Z

Friday, 22 March 2024
 

Attend and earn 3 CPD units including:
1 unit in Ethics & Professional Responsibility
1 unit in Practice Management & Business Skills
1 unit in Professional Skills

This program is applicable to practitioners from all States & Territories

Ethics and Professional Responsibility
3.00pm to 4.00pm Ethics and Best Practice in Modern Estate Planning

A modern take on the ethical considerations that succession lawyers must be conscious of when:

  • Acting for multiple parties
  • Collaborating with other professional advisers
  • Dealing with the increasing incidence of dementia in society
  • Incorporating cultural beliefs and customs into an estate plan

Presented by Rein Squires, Barrister, Francis Burt Chambers

Practice Management & Business Skills
4.15pm to 5.15pm How to Manage an Enduring Wills and Estates Practice
  • From whom are we taking instructions?
  • Importance of reviewing existing documents and planning from a global perspective
  • Consideration as to the appropriateness of a capacity assessment
  • Consideration as to the necessary complexity of documents and client understanding
  • Issues that can arise on administration of a Will
  • Tips and traps to avoid

Presented by Lee-Ann Cartoon, Principal, Succession Solutions Perth; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2022

Chair:

Indran Sinnadurai, Partner, Teece Hodgson & Ward

Professional Skills
2.00pm to 3.00pm Assessing Testamentary Capacity
  • Establishing or challenging testamentary capacity
  • Nature, extent and significance of medical evidence
  • Evidentiary issues

Presented by Robert Nash, Barrister, Francis Burt Chambers; NMAS Accredited Mediator, TEP

4.00pm to 4.15pm Afternoon Tea

Presenters


Ms. Lee-Ann Cartoon, Principal, Succession Solutions Perth
Lee-Ann Cartoon is an experienced tax and succession planning lawyer. She has worked throughout Australia and the UK advising clients ranging from global financial institutions and multinational energy and resource companies to high net wealth individuals. Lee-Ann's experience has given her an appreciation of the importance of approaching any matter commercially, logically and with the client's end goal front of mind. Lee-Ann has developed a particular interest in complex estate and succession planning and regularly advises and presents across these areas. Lee-Ann is a Member of the STEP WA State Committee, Chair of the STEP WA Membership and Promotion Sub-Committee and Member of the national STEP Membership and Promotion Sub-Committee. Lee-Ann has been recognised in Doyle's Guide since 2021 in the category of "Leading Wills, Estates & Succession Planning Lawyers - Western Australia". 1911AW01 Lee-Ann Cartoon is an experienced tax and succession planning lawyer. She has worked throughout Australia and the UK advising clients ranging from global financial institutions and multinational energy and resource companies to high net wealth individuals. Lee-Ann's experience has given her an appreciation of the importance of approaching any matter commercially, logically and with the client's end goal front of mind. Lee-Ann has developed a particular interest in the area of complex estate and succession planning and regularly advises and presents across these areas.


Rein Squires, Barrister, Francis Burt Chambers
Rein is a commercial barrister with experience in the areas of contract law, property rights, guardianship and administration matters and the administration of trusts and deceased estates. Rein represents clients in private mediations and in legal proceedings, the latter most often conducted in the District and Supreme Courts of Western Australia and on occasion the State Administrative Tribunal, with a focus on identifying and pursuing the most efficient pathway towards a satisfactory resolution. Rein is known for being pragmatic and commercial in his approach and advice. Prior to joining the bar Rein was a principal of a law firm based in West Perth, practicing in the above areas to serve a broad range of private clients, small-to-medium size private businesses and private farming clients.


Mr. Robert Nash, Barrister and Nationally Accredited Mediator, Francis Burt Chambers
Robert Nash has been admitted to legal practice since 1987. He has practiced as an independent barrister for over 20 years at Francis Burt Chambers, is an accredited mediator, and is a member of STEP. In recent years his practice at the Bar has been primarily providing advice and acting as counsel in the areas of succession, estate administration, trusts, real property, and military discipline law. He is the Chairperson of the Racing Penalties Appeal Tribunal of Western Australia and was formerly the Head of Panel of the WA Navy Legal Panel.

WEB243W13Z

Ethics, Professional Skills & Practice Management for Wills and Estates Lawyers

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DELIVERY MODE BELOW

Single Session
Friday, 22 March 2024
2.00pm to 5.15pm Australia/Perth
CPD Points 3
$420.00
$420.00
Online 20240623 20240322

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On Demand 20240623 20240322

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