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 Recorded Webinar: Practitioner Liability in Wills and Estate Matters - A Precautionary Approach (Legal Ethics)

Date: Friday 25th February 2022
Duration: 1 Hour

This session examines some precautionary risk management tips for wills and estate practitioners to ensure they satisfy their ethical and professional obligations. It includes:

  • Liability of practitioner in wills and estate matters - an overview
  • Timeliness, prompt attention and file notes on will and estate matters
  • The lawyer’s duty in drafting wills:
    • To whom is it owed?
    • How and when do the ethical challenges arise?
    • Recognising and managing conflicts of interest
  • Liability to persons who do not receive an intended benefit under a will
  • Right of disappointed beneficiary to recover damages
  • Are there any limitations on the practitioner duty of care?
  • Ethical and professional risks in not clearly following client or court’s instruction
  • Case update
Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar: Practitioner Liability in Wills and Estate Matters - A Precautionary Approach (Legal Ethics)

Warwick Gilbertson, Partner, Turnbull Hill Lawyers, Newcastle

Warwick is the Partner in charge of Wills & Estates and Family Law at Turnbull Hill Lawyers.

With a career spanning more than 45 years, Warwick has become a sought-after advisor regarding Wills, Powers of Attorney, Guardianship, Trusts, Companies, Superannuation Funds, Business entities and the claims that can be made upon them.

He has extensive experience in contested wills and estate cases in the Equity and Probate Divisions of the Supreme Court. He is an Accredited Specialist in Family Law, a member of the Taxation Institute of Australia and a Trust and Estate Practitioner (TEP), a specialist designation given to him by STEP – the worldwide professional association for those advising families across generations. He is one of a handful of TEPs in the wider Hunter Region.

Turnbull Hill has been listed in Doyle’s Guide as Leading Law Firm :Wills and Estate Litigation 2018 to 2021(NSW) and  Leading Law Firm : Wills, Estates and Succession Planning 2021 (NSW)


This webinar is suitable for succession lawyers - Australia wide and it has been designed to deliver the legal ethics compulsory subject unit for the CPD year ending 31st March 2022.


Lawyers can claim 1 CPD unit – legal ethics.

WA lawyers – From 1/4/2021, due to changes to your CPD requirements we are unable to verify your completion of recorded webinars to the Legal Practice Board of WA.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: lisa@tved.net.au

© Television Education Network Pty Ltd 2022

Product Code: WB16FEB22
 Price:  $202.40 (Inclusive of GST)
© 2022 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.