Enduring Practice in Wills & Estates: Capacity, Complexity and Care

Thursday, 6 March 2025
Chair

Stuart Shepherd, Barrister, Murray Chambers

Description

Attend and earn 0.5 CPD hour in Practice Management & Business Skills 

This program is based on WA legislation 

Practice Management
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 

Presenters


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.


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".

Thursday, 6 March 2025
Chair

Stuart Shepherd, Barrister, Murray Chambers

Description

Attend and earn 0.5 CPD hour in Practice Management & Business Skills 

This program is based on WA legislation 

Practice Management
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 

Presenters


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.


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".

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Enduring Practice in Wills & Estates: Capacity, Complexity and Care

CHOOSE YOUR SESSION AND
DELIVERY MODE BELOW

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Single Session
CPD Points 0.5
$90.00
On Demand 20250720 20250306

On Demand

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