Join leading wills and estates specialists for a focused core units program addressing the strategic, ethical and practical pressures of modern estate disputes. Build clear strategies for managing multiple concurrent claims against a single estate, including coordinated case management, timing, client communication and dispute resolution approaches that consider how one claim can affect another. Strengthen your ethical judgement when acting across generations, with guidance on confidentiality, privilege, conflicts and when to accept or decline a retainer, supported by recent disciplinary cases. Conclude with practical insight into the risks and benefits of using AI in wills and estates practice, including how to integrate technology safely while meeting professional and ethical obligations.
Ines Kallweit, Principal Lawyer, KHQ Lawyers; Accredited Specialist in Wills and Estates; Preeminent Wills & Estates Litigation Lawyer, Doyle’s List 2025
- Discover how AI is being used in estate law practice now, and what is coming
- Understand how to navigate the ethical and professional obligations to safely use AI powered solutions
- Learn how to confidently integrate AI into your practice, enhancing efficiency, client service, and decision-making without compromising quality or compliance
Presented by Fiona McLay, Legal Ai Client Advisor, Thomson Reuters; author, Tech Enabled Lawyer
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
- Examine some of the common ethical issues that may arise in conducting a Wills and Estates practice, particularly when assisting multiple family generations
- Confidentiality
- Privilege
- Conflict of interest and its waver
- Provide ethical guidance on deciding whether to accept a retainer to act
- Share tips for managing ethical dilemmas
- Analyse recent disciplinary cases in the Wills and Estates context
Presented by Greg Russo, Principal Solicitor, Greg Russo Law; Accredited Specialist in Wills and Estates Law; Recognised Best Lawyers 2026 Trust and Estates; Leading Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2025
- Using real life scenarios explore the strategies and skills you need for responding to concurrent disputes involving the same estate
- Learn how to address key considerations
- Understand that different alternative dispute resolution methods may affect outcomes across the spectrum of claims
- Gain practical strategies for advising and communicating with clients, managing timing, and coordinating an effective approach when multiple estate claims arise
Panelists
Rachael Hocking, Principal Solicitor, KHQ Lawyers
Eleanor Coates, Barrister, Greens List; Preeminent Wills & Estates Litigation Barrister, Doyle’s Guide 2025
Dr Philip Bender, Barrister, List A Barristers
This seminar is part of a series
Wills and Estates Conference: Navigating Estate Disputes
Join leading wills and estates specialists for a practical update on the key challenges shaping contested estate litigation in 2026. Explore complex issues including control of trusts, estoppel, executor disputes and capacity assessments, along with the year’s most significant succession law decisions. Gain practical ‘how to’ skills on managing multiple claims, navigating ethical dilemmas and using AI effectively in estate practice.
- Discover how AI is being used in estate law practice now, and what is coming
- Understand how to navigate the ethical and professional obligations to safely use AI powered solutions
- Learn how to confidently integrate AI into your practice, enhancing efficiency, client service, and decision-making without compromising quality or compliance
Presented by Fiona McLay, Legal Ai Client Advisor, Thomson Reuters; author, Tech Enabled Lawyer
Chair: Lachlan McKenzie, Practice Leader, Moores; Accredited Specialist in Wills & Estates Law; Preeminent Wills & Estates Litigation Lawyer, Australia, Doyle’s Guide 2025
- An examination of the doctrines of estoppel, including proprietary estoppel, in estate disputes.
- A review of the High Court decision in Kramer v Stone (2024) 99 ALJR 126
Presented by Paul D Reynolds, Barrister, Young’s List; Recommended Wills & Estates Litigation Barrister, Doyle’s Guide 2025
- Duties of Executors and where disputes arise
- Remedies available
- A practical guide to Court Appointed Administrators: Supreme Court of Victoria Guide
- Application what the court is looking for
- What is the court requirements
Presented by Ines Kallweit, Principal Lawyer, KHQ Lawyers; Accredited Specialist in Wills and Estates; Preeminent Wills & Estates Litigation Lawyer, Doyle’s List 2025
Review the most significant testators family maintenance and other succession cases from the past year, highlighting key principles, practical lessons and emerging trends shaping wills and estates practice.
Presented by Tim Staindl, Barrister, Greens List Barristers; Recommended Wills & Estates Litigation Barrister, Doyle’s Guide 2025
Attend and earn 7 CPD units including:
4 units in Substantive Law
1 unit in Ethics & Professional Responsibility
1 unit in Practice Management & Business Skills
1 unit in Professional Skills
This program is based on VIC legislation
We are in the middle of a $5 trillion inter-generational transfer of wealth. It is bringing with it some complicated issues, both at an estate level and a trust level.
- Wealthy on paper: debts and UPEs
- Corporate trustees: the ‘controller’ is dead; long live the controller
- “I want out.” What are your options? Re Costa [2024] VSC 776
Presented by Simon Pitt KC, Greens List Barristers; Preeminent Wills & Estates Litigation Barrister, Doyle’s Guide 2025
- How to brief an expert
- What questions to ask to ensure admissibility and addressing the relevant laws and principles to apply
- Evaluating the court’s weight on evidence of capacity
- How to weight up evidence of treating and not treating evidence
Panellists:
Paul Beasant, Principal Lawyer, KCL Law, Leading Estates Litigation Lawyer and Recommended Wills and Estates Lawyer, Doyle’s Guide 2025
Dr Karen Bird, Lawyer and Clinical Neuropsychologist, Karen Bird Legal
Bree Ridgeway, Barrister, Jarndyce Chambers ; Recommended Wills and Estates Litigation Barrister, Doyle’s Guide 2025
- Examine some of the common ethical issues that may arise in conducting a Wills and Estates practice, particularly when assisting multiple family generations
- Confidentiality
- Privilege
- Conflict of interest and its waver
- Provide ethical guidance on deciding whether to accept a retainer to act
- Share tips for managing ethical dilemmas
- Analyse recent disciplinary cases in the Wills and Estates context
Presented by Greg Russo, Principal Solicitor, Greg Russo Law; Accredited Specialist in Wills and Estates Law; Recognized Best Lawyers 2026 Trust and Estates; Leading Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2025
Chair: Ines Kallweit, Principal Lawyer, KHQ Lawyers; Accredited Specialist in Wills and Estates; Preeminent Wills & Estates Litigation Lawyer, Doyle’s List 2025
- Using real life scenarios explore the strategies and skills you need for responding to concurrent disputes involving the same estate
- Learn how to address key considerations
- Understand that different alternative dispute resolution methods may affect outcomes across the spectrum of claims
- Gain practical strategies for advising and communicating with clients, managing timing, and coordinating an effective approach when multiple estate claims arise
Panellists
Rachael Hocking, Principal Solicitor, KHQ Lawyers
Eleanor Coates, Barrister and Nationally Accredited Mediator , Greens List; Preeminent Wills & Estates Litigation Barrister, Doyle’s Guide 2025
Dr Philip Bender, Barrister and Nationally Accredited Mediator, List A Barristers
Presenters
Dr Karen Bird, Lawyer and Clinical Neuropsychologist, Karen Bird LegalDr Karen Bird is a practicing lawyer and clinical neuropsychologist. She has developed a unique and valuable skillset in the fields of elder law and legal capacity. Karen has a deep commitment to improving the lives of older and vulnerable adults, including those experiencing abuse. She is a strong communicator and advocate, focusing on solutions that enable her clients to achieve satisfying and sustainable outcomes.
Bree Ridgeway, Barrister, Jarndyce Chambers
Bree has a general commercial and common law practice, with a focus on Wills and Estates. Prior to coming to the Bar, Bree was Associate to His Honour Justice Moore. Bree assisted His Honour in complex estate disputes in the Trusts Equity and Probate List and a broad range of trials in the Common Law Division. Before her associateship, Bree was an Accredited Specialist in Wills & Estates at Moores. As a solicitor, Bree worked in contested estates, including constructive trust claims, executor removal applications, testators family maintenance proceedings and judicial advice applications. Bree has a Master of Bioethics with research focussing on decision making capacity and euthanasia and sits on the Human Research Ethics Committee at Walter + Eliza Hall Institute of Medical Research. Bree was named Recommended Junior Counsel on the Doyle’s Guide to Leading Wills & Estates Litigation Barristers – Melbourne 2025.

Tim Staindl, Barrister, Greens List
Tim maintains a broad practice across commercial law and the common law. He has particular expertise in equity, trusts and deceased estates. He is regularly briefed (both led and unled) in matters involving proprietary estoppel, estate administration disputes and testators family maintenance claims. Tim is a member of the Commercial Bar Association Probate & Related Property Section, and was named in the 2025 Doyle's Guide list of Leading Wills & Estates Litigation Barristers in Victoria. Prior to the Bar, Tim was Associate to the Honourable Justices McMillan and Gorton. He assisted their Honours in all types of matters within the Common Law Trial Division. Tim began his career as a solicitor at a boutique firm in Hawthorn. He has also taught Trusts at Monash University.
Paul Beasant, Principal Lawyer, KCL Law
Paul is a principal lawyer at KCL Law’s Estate Group, representing clients in complex litigated matters involving contested wills, estate disputes, and trust disputes. He has extensive experience advising families and individuals on all aspects of wills, estates, and trust-related matters. Paul has a particular expertise in matters involving capacity disputes, including disputes regarding the validity of wills, undue influence, and guardianship and administration matters, including applications to the Victorian Civil and Administrative Tribunal for the appointment or revocation of guardians, administrators, and attorneys. He regularly handles litigation on behalf of individuals with disabilities and provides advice on financial abuse and elder law issues, breaches of duties by attorneys, and VCAT and estate administration. Paul has been recognised in the Doyle's Estates & Litigation Guide as a leading wills and estates litigation lawyer in Victoria since 2021.

Lachlan McKenzie, Practice Leader, Moores
Lachlan McKenzie is a Practice Leader in the Private Clients Team at Moores and heads up the Estates Team. Lachlan’s expertise lies in resolving complex disputes relating to wills, trusts and estates and in assisting families to transition wealth to the next generation. In the 2025 Doyle’s Guide, Lachlan was identified by his peers as a ‘Preeminent’ lawyer in ‘Wills & Estates Litigation’ in Victoria and Australia. As an Accredited Specialist in Wills & Estates and a leader in his field, Lachlan knows the relevant law – but it’s his ability to ‘cut to the chase’ and to achieve successful outcomes that his clients appreciate the most.
Ines Kallweit, Principal Lawyer, KHQ Lawyers
Ines Kallweit is a Principal Lawyer and leads the Wills & Estates team at KHQ Lawyers. She is an Accredited Specialist in Wills & Estates (Law Institute of Victoria), a Notary Public, and a member of the Society of Trust and Estates Practitioners. Ines advises clients across all aspects of estate planning, estate administration and estate litigation. Her practice includes the preparation of wills, powers of attorney, advanced care directives, succession planning, asset structuring, and the administration of estates. She adopts a practical, solutions‑focused approach to comprehensive estate planning. Ines has extensive experience in estate litigation, acting for estates and individuals in disputes involving wills, trusts, property, guardianship matters and family provision claims. She also handles applications for grants of probate and letters of administration, guardianship and administration proceedings including VCAT appearances, charitable gifts and cy‑près applications, resealing interstate and international grants, and complex estate administrations, including court‑appointed roles. Ines has a strong interest in legal education and holds a Master of Teaching. She is a former adjunct lecturer at the College of Law and regularly presents for professional education providers. A native German speaker, she is recognised as a leading Wills & Estates practitioner and a pre‑eminent litigation lawyer.

Dr Philip Bender, Barrister and Nationally Accredited Mediator, List A Barristers
Dr Philip Bender is a barrister and mediator who practises in trusts and deceased estates, taxation and superannuation, and general commercial and property law. He is the author of Bender's Australian Stamp Duties published by the Taxation Institute of Australia.

Greg Russo, Principal Solicitor, Greg Russo Law
Greg Russo has almost 30 years’ experience in succession planning, administration and litigation and is one of Victoria’s most experienced and respected succession law solicitors. With a background in pure mathematics, Greg not only understands the implications of planning decisions on future taxation, SMSF, trust and estate administration, he is also able to break down complex concepts and structures logically and explain options to clients in a way that empowers them to take positive action and ownership for their decisions. Using the knowledge and insights that he has acquired over three decades, he crafts unique solutions to complex succession problems. Greg teaches both mathematics and law, regularly presents CPD succession events to solicitors, accountants and other professionals in Victoria, Queensland, and online. Greg is an LIV Wills & Estates Accredited Specialist, a chairperson of the LIV Specialist Accreditation Education Advisory Committee, a board member of the Mount Eliza Community Bank, a member of STEP, and is recognised in Doyle’s Guide, in Victoria, as a Leading Wills and Estates Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer.
Fiona McLay, Legal Ai Client Advisor, Thomson Reuters
Fiona has spent the past 25 years as a dispute resolution lawyer working across the legal industry in top tier, mid-tier, small firm, a NewLaw firm and in-house. She has an insider’s view as to how firms across the industry are actually using (or not using) tech. Long hours, inefficient processes and constant pressure to do more with less drove her to find ways to use tech to work more efficiently. With no budget, no IT support and (possibly because of) no innovation committee, she discovered how powerful a tech-enabled lawyer could be in litigation up against a much better resourced opponent. And with a significantly reduced risk of paper cuts. She regularly presents to lawyers on how to adopt new ways of working. She is the author of Tech Enabled Lawyer: to making the most out of the tools you have and spotting the tech you need.
Rachael Hocking, Principal Solicitor, KHQ Lawyers
Rachael acts in all areas of Wills and Estates, including estate planning, administration and litigation and is also actively involved in trust, superannuation and family disputes. Rachael appreciates the sensitivity for many people in this area and works with her clients to ensure that they feel comfortable and well informed. Her role is to assist clients through each stage of the process with compassion, understanding and discretion. Rachael acts on behalf of individuals, families, trustees, trustee companies and businesses in all aspects of litigation concerning deceased estates, testator’s family maintenance claims, superannuation (including self-managed superannuation funds), VCAT guardianship list matters, Trusts, construction proceedings, property disputes, applications by trustees, and capacity.
Simon Pitt KC, Greens List
Although he has a broad commercial trial-based practice, Simon specialises in complex litigation in the Trusts, Equity and Probate List of the Supreme Court, usually involving questions regarding deceased estates, family trusts, superannuation, the Corporations Act or testamentary capacity. Simon regularly prepares and presents papers in wills and estates; trusts, equity and probate; commercial litigation and Supreme Court practice and procedure. Simon is available to advise and appear in all State and Federal jurisdictions.
Paul D Reynolds, Barrister, Young’s List
Paul practises primarily in commercial law, with a particular interest in equity and trusts. Paul also practises in wills and probate, drawing on his experience as Associate to the Hon Justice McMillan. After serving as her Honour's Associate, Paul was Associate to the Reserve Judges, assisting the Hon Justices Ashley, Bongiorno AO and Coghlan in a range of civil and criminal matters in the Court of Appeal, and in criminal matters in the Trial Division. Prior to coming to the Bar, Paul worked at Hausfeld & Co LLP, a claimant law firm in London, on a large financial services matter, and then at Linklaters LLP, London, in the Competition team. Paul graduated from the University of Melbourne with a BA/LLB, receiving the top marks in Restitution and Corporations Law. Paul also holds a Master’s in Ancient Philosophy from the University of Oxford. Paul has tutored at Ormond College in Remedies, Obligations, Dispute Resolution, and Trusts. Paul read with Michael Rush SC. His Senior Mentor is the Hon Justice Wheelahan.

Eleanor Coates, Barrister and Nationally Accredited Mediator, Greens List
Prior to coming to the Victorian bar in 2012 Eleanor was a solicitor with Kenna Teasdale Lawyers for 13 years with a broad practice heading up the Wills and Probate department. Eleanor has vast experience in Testator’s Family Maintenance claims together with broader Probate cases including proof of informal Wills, caveat proceedings, revocation of grants, declarations of paternity and other complex Probate applications. Eleanor is a nationally accredited mediator and appears in mediations frequently as mediator and as counsel and teaches the Victorian Bar Lawyer’s Mediation Certificate. Eleanor also appears in the Coroner's Court where she is able to make use of Science degree in understanding medical and scientific evidence. Eleanor has been named in the Doyle’s Guide variously as pre-eminent, leading and recommended junior counsel in both Victoria since its inception in 2015 and Australia since 2017.
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