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 Recorded Webinar: Who is My Client in Wills and Estate Matters (legal ethics)


Date: Friday 19th February 2021
Duration: 1 Hour

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:  Who is My Client in Wills and Estate Matters (legal ethics)

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 legal ethics compulsory subject for the CPD year ending 31st March 2021.

Lawyers can claim 1 CPD unit – legal ethics.
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: WBVFEB21
 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.