Tuesday, 17 March 2026
Ethics & Professional Responsibility
Ethical Challenges in Wills and Estates Practice: Working Across Generations
- 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
Description
Attend and earn 1 CPD unit in Ethics & Professional Responsibility
This program is applicable to practitioners from all States & Territories
Chair
Ines Kallweit, Principal Lawyer, KHQ Lawyers; Accredited Specialist in Wills and Estates; Preeminent Wills & Estates Litigation Lawyer, Doyle’s List 2025
Presenters

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.

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. 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. 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. Greg teaches both mathematics and law, regularly presents CPD succession events to solicitors, accountants and other professionals in Victoria, Queensland, and online.