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Managing Clients Through Estate Disputes Matters

Wednesday, 11 March 2026
Description

Attend and earn 1 CPD unit in Practice Management & Business Skills
This program is applicable to practitioners from all States & Territories

* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules

Practice Management
Managing Clients Through Estate Disputes Matters

 

  • Understanding the nuances of will and estate matters
  • Identifying your client and pre-screening process
  • How to manage a client’s expectations and difficult clients/beneficiaries
  • Identifying the scope of your retainer
  • Clients in distress: capacity, grief, anxiety and stress
  • The use of tailored communication plans
  • When to make the difficult decision to terminate your retainer and protecting your costs

Presented by Chelsea Baker, Legal Practitioner Director, Baker Hastings Lawyers; Wills, Estates & Succession Planning Law Rising Star, Doyle’s Guide 2025

Chair

Scott Whitla, Partner, McCullough Robertson Lawyers; Accredited Specialist in Succession Law; Preeminent Wills & Estates Litigation Lawyer, Doyle’s Guide 2025

Presenters


Chelsea Baker, Legal Practitioner Director, Baker Hastings Lawyers
Chelsea Baker is a Queensland based succession law solicitor practising in complex estate planning, contested administration and estate litigation. She is also appointed as an Independent Administrator by the Supreme Court of Queensland in circumstances where disputes have arisen between parties during the administration of estates. Her experience extends to complex grants of representation, trusts, superannuation, guardianship matters (including investigations into breaches of duties by attorneys) and statutory trustee matters. In the last three years, Chelsea has been recognised as a Rising Star in the Doyle’s Guide category of Wills, Estates & Succession Planning. In 2024 and again in 2025, Chelsea was also a Finalist for Senior Associate of the Year (SME) in the Lawyers Weekly national Women in Law Awards. Most recently, Chelsea was also a Finalist for Queensland Solicitor of the Year in the Queensland Law Society Excellence Awards for 2025. Prior to achieving her Bachelor of Laws, Chelsea completed a Bachelor of Arts (Double Majoring in Criminology) and was previously a Member of the Australian and New Zealand Society of Criminology Inc. Parallel to law, Chelsea enjoys flying light aircraft and previously represented the Australian Women Pilots’ Association (AWPA) as the Secretary of the Queensland Branch from 2022 to 2024. During her tenure as the branch Secretary, Chelsea was interviewed by Channel 7 News for the Sunday Night Flashback on Maude ‘Lores’ Bonney. Chelsea remains a current member of the AWPA which was recently inducted into the Australian Aviation Hall of Fame.


Scott Whitla, Partner, McCullough Robertson Lawyers
Scott Whitla is a partner with McCullough Robertson Lawyers, heading up its Equity and Private Client group. Prior to practicing as a solicitor, Scott previously worked in the financial services industry with financial planners and business bankers. He is a QLS accredited specialist in Succession Law and his practice areas include interpretation and contesting of wills, equitable claims and family provision applications, tax effective succession planning, estate administration and applications to QCAT.

INT263Q02B2

Managing Clients Through Estate Disputes Matters

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Single Session
Wednesday, 11 March 2026
to Australia/Brisbane
CPD Points 1
$160.00
On Demand 20260822 20260311

Interactive On Demand

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