Trustee Duties and How to Avoid Liability

Tuesday, 18 March 2025
Duties and Responsibilities of Trustees: Avoiding Potential Personal Liability

  

  • Investment duties 
  • Good faith in decision making 
  • Impartiality 
  • Accounting 
  • Managing conflicts of interest 

Presented by Shane Newton, Barrister, Lennon’s List Barristers, Leading Junior Counsel in Wills and Estates, Doyle's Guide 2024 

Description

Attend and earn 0.5 CPD hour in Substantive Law   

This program is based on VIC legislation 

Chair

Jennifer Maher, Director, Velocity Legal

Presenters


Shane Newton, Barrister, Lennon's List Barristers
Shane Newton holds a Bachelor of Laws (Hons) degree from the University of Melbourne and was called to the Bar in 1980. He is a Member of the Supreme Court of Victoria Probate Users Committee. Shane is author of 'Protecting a Will' Federation Press, published in 1991 and which deals with the law relating to claims under Part IV of the Administration and Probate Act 1958 (and its analogues in other jurisdictions) as well as other will related topics. He practices exclusively in the Trusts Equity and Probate jurisdiction (including claims under Part IV of the Act) and has done so for more than 30 years and has appeared in a number of significant cases in the jurisdiction.


Jennifer Maher, Director, Velocity Legal
Jennifer Maher has expertise in advising private businesses and high net worth families and individuals in relation to wealth transfer, asset protection, trusts, business structuring and succession planning. Jennifer practises extensively in private client services, which incorporates will making, estate planning, estate litigation, trust law, attorneyship, guardianship and aged care. Jennifer has handled a large number of family provision claims and has been involved in numerous estate and trust litigation cases as well as several significant cases in wills, estate and equity matters including cy-près applications. Jennifer has also been appointed as a litigation guardian to protect the interests of minors or persons under a disability, whose interests are affected by a will challenge. Jennifer's clientele includes private clients, businesses, high net worth clients, trustee companies, private and public corporations, private family and business trusts. Jennifer practice also includes assisting families with their aging loved ones, including assisting and advising attorneys and guardians as to their duties, assisting with the transition to aged care and appearing at VCAT in contested administration and guardianship disputes.

Tuesday, 18 March 2025
Duties and Responsibilities of Trustees: Avoiding Potential Personal Liability

  

  • Investment duties 
  • Good faith in decision making 
  • Impartiality 
  • Accounting 
  • Managing conflicts of interest 

Presented by Shane Newton, Barrister, Lennon’s List Barristers, Leading Junior Counsel in Wills and Estates, Doyle's Guide 2024 

Description

Attend and earn 0.5 CPD hour in Substantive Law   

This program is based on VIC legislation 

Chair

Jennifer Maher, Director, Velocity Legal

Presenters


Shane Newton, Barrister, Lennon's List Barristers
Shane Newton holds a Bachelor of Laws (Hons) degree from the University of Melbourne and was called to the Bar in 1980. He is a Member of the Supreme Court of Victoria Probate Users Committee. Shane is author of 'Protecting a Will' Federation Press, published in 1991 and which deals with the law relating to claims under Part IV of the Administration and Probate Act 1958 (and its analogues in other jurisdictions) as well as other will related topics. He practices exclusively in the Trusts Equity and Probate jurisdiction (including claims under Part IV of the Act) and has done so for more than 30 years and has appeared in a number of significant cases in the jurisdiction.


Jennifer Maher, Director, Velocity Legal
Jennifer Maher has expertise in advising private businesses and high net worth families and individuals in relation to wealth transfer, asset protection, trusts, business structuring and succession planning. Jennifer practises extensively in private client services, which incorporates will making, estate planning, estate litigation, trust law, attorneyship, guardianship and aged care. Jennifer has handled a large number of family provision claims and has been involved in numerous estate and trust litigation cases as well as several significant cases in wills, estate and equity matters including cy-près applications. Jennifer has also been appointed as a litigation guardian to protect the interests of minors or persons under a disability, whose interests are affected by a will challenge. Jennifer's clientele includes private clients, businesses, high net worth clients, trustee companies, private and public corporations, private family and business trusts. Jennifer practice also includes assisting families with their aging loved ones, including assisting and advising attorneys and guardians as to their duties, assisting with the transition to aged care and appearing at VCAT in contested administration and guardianship disputes.

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Trustee Duties and How to Avoid Liability

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DELIVERY MODE BELOW

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Single Session
CPD Points 0.5
$90.00
On Demand 20250719 20250318

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