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 Recorded Webinar: Preparing Wills and EPOAs in Uncertain Times: Is Close Enough Good Enough? (professional skills)


Date: Friday 19th February 2021
Duration: 1 Hour

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
Recorded Webinars,Legal CPD Compulsory Subject/s,Recorded Webinar: Preparing Wills and EPOAs in Uncertain Times: Is Close Enough Good Enough? (professional skills)

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.

This webinar is suitable for succession lawyers - Australia wide and it has been designed to deliver the the professional skills compulsory subject for the CPD year ending 31st March 2021
Lawyers can claim 1 CPD unit – 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: WBTFEB21
 Price:  $198.00 (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.