Succession Law Bundle WA

Get Your 10 CPD Points with WA’s Premier Succession Law Bundle!

Secure all your mandatory CPD points with the WA Succession Law Bundle, featuring two of our bestselling programs—delivered live online for your convenience. Start by joining an expert panel for an afternoon tailored for Wills & Estates lawyers, ensuring you meet your CPD core competency requirements before the deadline.

Then, on 6 March, dive deeper at the Wills & Estates Conference WA. Explore the evolving role of letters of wishes in trusts, uncover unexpected legal challenges from crypto to stolen personal effects, and gain expert strategies to safeguard your fees and succession practice. Learn how to protect against family provision claims using testamentary trusts, and master the art of challenging trustee decisions, with key takeaways from the landmark Owies Case.

Description

Attend and earn 10 CPD units including:
5.5 units in Substantive Law
2.5 units in Practice Management and Business Skills
1 unit in Ethics & Professional Responsibility
1 unit in Professional Skills

This program is based on WA legislation 

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

Friday, 22 March 2024

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

 

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

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 has been listed as a leading and recommended barrister in Western Australia in Doyle’s Guide for Wills & Estates Litigation (2024 and 2023, respectively). He is a committee member of the Society of Trust and Estate Practitioners of Western Australia (STEP WA) and chairs its policy sub-committee. Rein is also a member of the national policy committee of the Society of Trust and Estate Practitioners Australia Limited (STEP Australia).

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.

 

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Wills and Estates Conference WA

Thursday, 6 March 2025

Begin with a trio of presentations that bridge key gaps: SMSFs and estate planning, death and de facto relationships, and enduring powers of attorney and guardianship. Explore new frontiers on the evolving role of letters of wishes in trusts and the unexpected legal challenges in estate matters, from crypto to stolen personal effects. Learn how to make a succession practice last – and keep your well-earned fees. And strategically protect against family provision claims using testamentary trusts, or effectively challenge trustee decisions, with insights from the Owies Case on breach of duty.

Description

Attend and earn 7 CPD units including:
5.5 units in Substantive Law
1.5 units in Practice Management and Business Skills

This program is based on WA legislation 

Session 1: Complexities in Estate Planning & Legal Challenges


Chair: Rein Squires, Barrister, Francis Burt Chambers

9.00am to 9.45am SMSFs and Estate Planning: The Dichotomy a World Apart

 

  • Tax
  • Death Benefit vs Member Benefits
  • Estate planner’s tools
  • Documentation

Presented by Yikai Hoe, Founding Director, Provident Lawyers

10:35am to 10:50am Morning Tea
12:30pm to 1:20pm Unusual Issues in Estate Matters: the Role of the Lawyer


We will share with you some of the quirks of estate lawyer life with you and encourage you to share your own experiences.

  • Personal effects being stolen by the beneficiaries
  • Witnessing anomalies
  • Multiple families at the same time
  • Having the deceased’s ashes in your office
  • Crypto investigations & storage

Presented by Donnelle Hestelow, Partner, and Teressa Maines, Associate, Mills Oakley

Session 2: Strategic Practice Management and Dispute Readiness in Estate Matters


Chair: Stuart Shepherd, Barrister, Murray Chambers

Practice Management
2.00pm to 2.45pm How to Manage an Enduring Wills and Estates Practice

 

  • From whom are we taking instructions?
  • Importance of regular review of client documents and circumstances
  • Planning from a global perspective
  • Capacity considerations
  • Complexity of documents and client understanding
  • Issues that can arise on giving effect to a will
  • Tips and traps to avoid

Presented by Lee-Ann Cartoon, Principal, Succession Solutions Perth

4.30pm to 5.15pm Legal Challenges to Trustee Decisions

 

  • How to effectively challenge decisions made by trustees and executors, including breach of duty claims
  • Insights from the Owies Case

Presented by Craig Gregson, Director, Gregson and Associates

9:45am to 10:35am Death and De Factos: Navigating the Legal Landscape in WA

 

  • Understanding the de facto relationship: legal definition of a de facto relationship under WA State legislation and its implications for wills, intestacy, and family provision claims
  • Navigating superannuation benefits: distinction between de facto relationships under WA State legislation and the SIS Act for superannuation purposes
  • Key case law analysis in WA Supreme Court (Keremestevski v McLeod, Curwood v Codde) and Federal Court (Nguyen v Australian Financial Complaints Authority)
  • Implications for wills, intestacy, and family provision claims

Presented by Michelle Bennett, Barrister, Francis Burt Chambers

10:50am to 11:40am Enduring Powers of Attorney and Guardianship: Key Legal Insights for Estate Planning

 

  • Applications and legal processes: navigating the appointment of guardians and administrators, and intervention in enduring powers of attorney and guardianship
  • Capacity assessment and restoration: key factors in assessing and restoring capacity, including medical opinions, legal standards, and the role of professionals and family
  • Independent oversight: the importance of independent oversight in managing care needs and estate affairs
  • Legal documentation and requirements: understanding prescribed forms, including necessary details like appointer’s date of birth and revocation processes
  • Section 56 and case studies: insights into Guardianship Act s 56, challenges to revocations, and practical case law examples

Presented by Kylie Pritchard, Associate, Cullen Macleod Lawyers; Wills, Estates & Succession Planning Law Rising Star, Doyle’s Guide 2024

Presenters

McLane Edinger, Partner, Hall & Wilcox
McLane specializes in estate, will, and trust disputes, as well as complex estate administration and financial elder abuse. He has acted on several high-profile, large-scale estate disputes in the Supreme Court of Western Australia and the Court of Appeal, including cases involving multi-jurisdictional estates. He also advises clients on will construction, validity, and interpretation, and provides guidance to legal personal representatives and trustees on estate and trust administration, including applications for directions under the Trustees Act 1962 (WA) and Administration Act 1903 (WA). McLane is recognized in Doyle’s Guide to the Australian Legal Profession (2023 and 2024) for his work in Wills & Estate Litigation in Western Australia.

Beverley Sorrell, Director and Lawyer, Croftbridge
Beverley practices in wills and estate planning, probate and administration of estates, inheritance claims and estate disputes. Beverley also acts on behalf of clients in guardianship and administration matters in the State Administrative Tribunal. Beverley prides herself in providing an exceptional client service and is focused on assisting clients reach a cost effective stress free resolution. Beverley has a special interest in utilising collaborative practice as a form of dispute resolution focusing on the clients’ needs to achieve better outcomes.

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 has been listed as a leading and recommended barrister in Western Australia in Doyle’s Guide for Wills & Estates Litigation (2024 and 2023, respectively). He is a committee member of the Society of Trust and Estate Practitioners of Western Australia (STEP WA) and chairs its policy sub-committee. Rein is also a member of the national policy committee of the Society of Trust and Estate Practitioners Australia Limited (STEP Australia).

Yikai Hoe, Founding Director, Provident Lawyers
Yikai is the founder of Provident Lawyers. Yikai practices in superannuation and tax law and assists business clients and professional advisers with a myriad of legal solutions on all types of superannuation, tax compliance and commercial matters. He also delivers tailored estate planning and succession strategies to high net worth clients and is a SMSF Specialist Advisor (SSA), Chartered Tax Adviser (CTA) and Trusts and Estate Practitioner (TEP). He has presented on various superannuation, tax, estate and succession planning and commercial law topics.

Craig Gregson, Director, Gregson & Associates
Craig was admitted to practice as a Barrister and Solicitor of the Supreme Court of Western Australia in November of 2011. He holds a Bachelor of Laws (LLB) from Edith Cowan University (WA) and a Masters of Applied Law majoring in Wills and Estates Practice (LLM)(NSW) from the College of Law. Craig is a current Ph.D candidate at the University of Western Australia in Succession law reform. His thesis focuses on Avoidance of Family Provision Law in Australia and Notional Property. Craig is a part time member of Mental Health Tribunal (a jurisdiction which hears reviews of involuntary treatment orders and other applications made under the Mental Health Act 2014 (WA).

Stuart Shepherd, Barrister, Murray Chambers
Stuart Shepherd is an independent barrister. He is an effective trial and appellate advocate with more than 20 years litigation experience. Stuart has worked in Perth and London. As a member of Murray Chambers, Stuart provides considered advice and persuasive advocacy at both trial and appeal in a broad range of practice areas. He has a particular interest in equitable claims. He is a member of the WA Bar Association and the Chancery Bar Association of England and Wales. In addition to his corporate and commercial practice, Stuart also accepts instructions in defamation and probate and family provision claims, disciplinary, property, and some criminal matters including financial crime. Stuart is an Adjunct Professor of Law at Curtin University and previously the University of Western Australia, lecturing in advocacy and civil procedure. He is also a teacher in Curtin University’s Professional Legal Training course. Between 2011, Stuart was the Chairman of the Legal Aid Commission of Western Australia. At various times Stuart has been a member of the Brief Editorial Committee and the legal member of Joondalup Health Campus Human Research Ethics Committee.

Brendan Ashdown, Barrister, John Toohey Chambers
Brendan Ashdown has been admitted to legal practice for over 25 years. After founding his own firm, and later joining a mid-sized City firm, Brendan commenced practice at the bar in 2005 at John Toohey Chambers. Brendan undertakes trial and appellate work in a wide range of areas with an emphasis on equity & trusts, insolvency, contested wills & estates, and family law property matters (appeals, trust, company & third party issues).

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".

Michelle Bennett, Barrister, Francis Burt Chambers
Michelle practices broadly in commercial and administrative law. She has a particular interest in equity, trusts and deceased estates. Michelle combines her extensive dispute resolution experience, legal skills and strategic instinct to provide pragmatic advice and assist clients to achieve their best outcomes. Michelle joined Francis Burt Chambers in 2024, having joined the Victorian Bar in 2019. Michelle practises in both Perth and Melbourne and regularly appears as counsel for, and advises, a range of public and private clients on matters including family provision claims, contentious estate proceedings and trusts, contract, property and consumer law disputes.

Kellie Woods, Barrister, Francis Burt Chambers
Kellie’s practice includes deceased estate and Family Provision Act matters, trusts, corporate and commercial litigation and dispute resolution, insolvency and legal costs. Before being elected to the Bar, Kellie worked in commercial litigation and recoveries and restructuring, most recently as a Managing Associate at Dentons Australia. Kellie has a wide range of litigation experience having appeared as Counsel in the Magistrates, District, and Supreme Court and State Administrative Tribunal in addition to appearing regularly in the Federal Court and Federal Circuit and Family Court of Australia. Kellie is known for her thorough and accurate legal advice and her eye for attention to detail. She has advised a wide range of individual, commercial and corporate clients, providing a solution-focussed, commercial and pragmatic approach. In addition to her legal work, Kellie is a member of the Law Society Council, the Law Society Costs Committee and Elder Law Committee. Kellie enjoys giving back to the legal community by preparing articles and presenting at CPD events. In 2019, Kellie was the State’s Highest Achiever in the Australian Restructuring Insolvency & Turnaround Association’s (ARITA) Fundamentals of Insolvency qualification.

Kylie Pritchard, Associate, Cullen Macleod Lawyers
Kylie Pritchard is an experienced lawyer specialising in Wills, Estates, and Succession Planning, recognised as a Doyle’s Guide 2024 Rising Star. With over 20 years in the legal industry and a Bachelor of Laws (LLB) with Distinction from Murdoch University, Kylie is known for her expertise in drafting complex estate planning documents, including testamentary trust Wills, enduring powers of attorney and guardianship and superannuation binding death benefit nominations. She also provides guidance on administering deceased estates, probate applications, and the Passing of Accounts in the Supreme Court of Western Australia. Kylie is passionate about delivering practical legal insights to empower clients and professionals navigating the complexities of estate and succession planning.

Rebecca Thomas, Lawyer, Croftbridge
Rebecca Thomas graduated from the University of Sheffield with a Bachelor of Laws and was called to the Bar of England and Wales in 2008. After relocating to Perth in 2013, she was admitted to the Supreme Court of Western Australia in 2017. Her practice focuses on Wills and estate planning, estate administration (including preparing applications for grants of probate and administration), and contentious trust and estate matters, including bringing and defending family provision claims. In recognition of her expertise, Rebecca was named a Wills, Estates and Succession Planning Law Rising Star in Western Australia by Doyles Guide in 2022, 2023, and 2024. She is currently enrolled in a Master of Applied Law, specialising in estate planning and wills and estates.

Donnelle Hestelow, Partner, Mills Oakley
Donnelle specializes in delivering tailored estate planning and administration solutions for private individuals, families, and businesses. She advises on all aspects of estates, with a particular focus on crafting comprehensive, multi-generational estate plans. Renowned for her ability to navigate sensitive situations, Donnelle excels in guiding families through incapacitation or loss, resolving disputes, and ensuring equitable outcomes. Her expertise includes advising executors and beneficiaries on contested estates, trust management, and succession planning. Trusted by top-tier accountants, financial advisors, and lawyers, Donnelle is frequently referred high-stakes matters involving Australia’s most prominent families, corporate boards, and successful professionals. Donnelle holds a Bachelor of Laws (First Class Honours) and Bachelor of Commerce (Professional Accounting, First Class Honours) from Murdoch University. She is a STEP member, holds a Diploma of Financial Planning, and is recognized as a Leading Wills, Estates & Succession Planning Lawyer by Doyle’s Guide. Known for her discretion, meticulous approach, and client-first ethos, Donnelle’s work consistently earns her trust and accolades in the legal and business communities.

Teressa Maines, Associate, Mills Oakley
Teressa is an Associate at Mills Oakley in the Private Advisory Team. She assists clients in estate planning and estate administration. A full member of the Society of Trust and Estate Practitioners (STEP), Teressa holds a Master of Laws (Applied Law) in Estate Planning and Wills and Estates. She was recognised as a Wills, Estates & Succession Planning Law Rising Star by Doyle’s Guide in 2022 and 2024.

 

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Succession Law Bundle WA

Succession Law Bundle WA

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Friday, 22 March 2024,
Thursday, 06 March 2025
CPD Points 10
$990.00
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