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 Recorded Webinar: Succession Law – 3 CPD Compulsory Topic Programs

19th February 2021 Duration:  3.25 hours


This webinar comprises 3 one-hour sessions covering each of the compulsory CPD subjects for succession lawyers for the CPD year ending 31 March 2021.  This is a national webinar and is suitable for succession lawyers Australia wide.

These sessions will be chaired by: Jen McMillan, Manager – Practice Support Services, Lawcover, Sydney

Session 1:  Professional Skills:  Preparing Wills and EPOAs in Uncertain Times: Is Close Enough Good Enough?

In these unprecedented times, succession lawyers will be receiving many enquiries from clients wishing to make wills and enduring powers of attorney to ensure that their affairs are in order. However, how can these documents be validly prepared and executed whilst adhering to social distancing rules? This session examines how to navigate this new and unsettling landscape, including:

  • How do you obtain valid instructions from your client?
  • Issues to consider when a face to face meeting is not possible
  • Testamentary capacity revisited - how can you satisfy the key elements?
  • ‘Drive-in’ services and other novel solutions
  • How to use video evidence effectively and other strategies to prevent future challenges   
  • When can beneficiaries witness a will?
  • Witnessing and execution requirements in a COVID-19 landscape - unpacking COVID-19 Legislation Amendment (Emergency Measures) Bill 2020 and other reforms
  • Case study: Preparing documents for a client living in an aged care facility

Session 2:  Practice Management & Business Skills:  Making Your Succession Practice ‘Hum’ - Strategies to Build Your Practice

Effective practice management involves understanding the particular needs of the practice disciplines. This session updates on developments in running a successful succession law practice, including:

  • Marketing you and your practice - limits and possibilities
  • Spotlight on building your online brand and promoting specialist accreditation
  • Client management - adding value and locking in the future client
  • Building ongoing relationships - tips and tricks to ensure ‘sticky’ relationships
  • Developing an effective networking capability - knowing who to connect with
  • Thinking beyond the brief - tapping into all areas of succession law practice
  • Case study - examples of successful growth strategies in wills and estates practice

Session 3:Legal Ethics:  Who is My Client in Wills and Estate Matters

Developments in technology and the virtual office create new ethical challenges in correctly identifying the client and knowing to whom you owe professional obligations. This session looks at the key issues, including:

  • Not quite the client - care required in early interactions with potential clients
  • Solicitor client relationship duties - the imperatives of client identification
  • When capacity is an issue - who is my client dilemmas and responsibility
  • Testamentary trusts - responsibility to testator or beneficiary?
  • Donee of power of attorney - acting against doors interests
  • Risks when identification at issue - conflicts of interest issues and other nasties
  • Husband and wife client identification issues in succession matters
  • Solicitor executors - when wearing two hats creates client identification problems
  • Lessons from recent cases
Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  Succession Law – 3 CPD Compulsory Topic Programs

Jen McMillan, Manager – Practice Support Services, Lawcover, Sydney

Jen McMillan was admitted to practice in New South Wales in 1989 and in Western Australia in 1992.  She is a Law Society of NSW accredited specialist in wills and estates and has extensive experience in this area in private practice and with a trustee company and as the Practice Leader – Wills and Estates in the College of Law’s LLM (Applied Law) program and as a former part-time Senior Member (Legal) in the Guardianship Division of the NSW Civil and Administrative Tribunal.  Jen is a member of the NSW Law Society Elder Law and Succession Committee and a member of the Society of Trust and Estate Practitioners.  Jen is the Manager of Practice Support Services at Lawcover.

Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  Succession Law – 3 CPD Compulsory Topic Programs

Steve Grant, Director, Merthyr Law, Brisbane

Steve Grant practises in estate planning, being an Independent Trustee | Public Speaker | Board Member | Family Business Advisor | School Rugby Coach. His 39 years of experience working in a legal office can assist families through tricky succession and governance issues. He focuses on ensuring family wealth is transferred from generation to generation without loss to outsiders. Steve has a good commercial law background and a deep knowledge of taxation issues for families.

Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  Succession Law – 3 CPD Compulsory Topic Programs

Laura Vickers, Principal Lawyer, Nest Legal, Vic

After years of working in top commercial and government firms, Laura founded Nest Legal in 2013 to help busy parents obtain legal peace of mind for their families. The LexisNexis Legal Innovation Index judges described her as an 'industry game-changer' through her 'innovative approach to client service that perfectly services its target market'. Laura was one of the 300 women featured in Trailblazing Women and the Law, the first national history of Australia’s trailblazing women lawyers. She is the editor of the Conveyancing chapter of the Law Handbook, the founder of NewLaw Chambers (1200+ innovative Australian lawyers trying to do law differently).

Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  Succession Law – 3 CPD Compulsory Topic Programs

Bianca Apollonio, Senior Estates Lawyer, Nest Legal, Vic

Bianca combines empathy and pragmatism to help her clients navigate the most challenging times of their lives and to make make important life decisions in their estate planning.  Known for her attention to detail, her kindness and patience, Bianca is able to break down complex legal principles into simple terms (her explanation of a trust being like the kid in the sandpit holding the bucket is genius!). Her focus is higher net wealth inviduals and balancing the estate planning needs of more complex families.

Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar:  Succession Law – 3 CPD Compulsory Topic Programs

Anthea Kennedy, Partner, Bridges Lawyers, Sydney

Anthea commenced practice in 1992 and became an accredited specialist in Wills & Estates Law in 1998. She has been a member of the Wills & Estates Law Advisory Committee since 2006 and is currently the Chair of that Committee. Anthea has considerable experience in contested estate litigation, trust litigation and estate administration. Anthea is listed as Pre-eminent in the Doyles Guide's lists of Leading Wills & Estates Litigation Lawyers 2020 for both NSW and Australia, and Leading Wills, Estates & Succession Planning Lawyers in NSW.


This webinar is suitable for succession lawyers - Australia wide and it has been designed to deliver the 3 compulsory subject CPD units for the CPD year ending 31st March 2021.


Lawyers can claim 3 CPD units – compulsory subjects.  1 unit each for Ethics, Practice Management and Professional Skills.

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: [email protected]

© Television Education Network Pty Ltd 2021

Product Code: WBSFEB21
 Price:  $385.00 (Inclusive of GST)
© 2021 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.