Wills & Estates Conference
Start time 4 Jun 2020 9:00am (Australia - Melbourne)
End time 4 Jun 2020 5:00pm (Australia - Melbourne)
Location RACV City Club, Level 17, 501 Bourke St, Melbourne
Speaker See full program details
Catering Includes morning tea, lunch and afternoon tea
Designed for Legal practitioners
Product Code C20002
Total CPD Units: 6.0

Ethics & Professional Responsibility: 1.0
Practice Management & Business Skills: 0.5
Professional Skills: 1.0
Substantive Law: 3.5
(includes GST)

Wills & Estates Conference

4 Jun 2020 9:00am - 4 Jun 2020 5:00pm (Australia - Melbourne)
RACV City Club, Level 17, 501 Bourke St, Melbourne

This program is currently postponed, all bookings for this program will be valid at the new date once confirmed.


Earlybird Price: $695 (incl. GST) expires Friday, 24 April 2020

Full Price: $725 (incl GST)


Hear From The Bench 

Hear from the Honourable Justice McMillan who will address practitioners on the latest developments and updates, including the Supreme Court’s new online system for electronic filing in probate matters, Redcrest Probate.

Don’t miss this chance to hear from the Bench.  

Presented by: The Honourable Justice McMillan, Supreme Court of Victoria

The Complex World of Medical Reports 

Are medical reports referencing testamentary capacity always clear and unambiguous? Are you always confident you and your client are ‘covered’ in cases of complex medical terminology and jargon?  What are the challenges in finding a doctor to interpret an earlier report?  Who can you release a medical report to when multiple people holding different ‘authorities’ request one?

The issue of medical reports, capacity and requests can be complex and challenging. This session is designed to provide guidance on these issues including:

  • How to read a complex medical report,

  • When should you seek clarification,

  • When to seek a second opinion or comment on an earlier report

  • Dealing with requests from ‘interested parties’ for medical reports and when to refuse

  • Requests from other lawyers to share medical records, wills and powers of attorney

Preparing Precise Grounds of Objection Under Order 8 

The Supreme Court (Administration and Probate) Rules 2014 Order 8 sets out the requirements when lodging an objection to a Grant of Probate.

The consequences of inadequately prepared grounds are serious and can result in a costs order. The Civil Procedure Act Overarching Obligations may also impact decision making.

Our presenter will outline how an application may be challenged, provide drafting recommendations to reduce the risk of an inadequate application and maximise the chances of success.

Presented by: Carol McOmish, Barrister, Victorian Bar

Complex Corporate Wills    

What are the challenges and risks when acting as an executor of a complex estate involving multiple companies or businesses or as an executor where the deceased was sole director of a failing company?

What steps do you need to take and what liabilities do you assume when acting in these situations?

What is the correct forum when seeking to wind up a company in these circumstances?

This session will provide guidance on how to deal with these tricky situations.

Hear From the Experts – Financial Planning, Taxation, Capacity

Our Panel of experts will discuss and answer questions focusing on their particular area of expertise and how asking the right questions can:

  • Clarify the client’s motivation and intention

  • Reduce risk of uncertainty in the will

  • Identify when an ‘expert’ needs to be involved before the will is signed

Presented by: Bernie O'Sullivan, Principal, Sladen Legal, Preeminent Wills, Estates Succession and Planning Lawyer, Doyle’s Guide 2019

Limitation Periods – Wills & Estates and Trusts    

With the Administration and Probate Act 2015 Part IV amendments, claims for equitable relief are becoming increasingly frequent. Several limitation periods apply to equitable remedies and can be confusing to navigate. Limitation periods also differ from state to state. 

Our presenter will discuss the relevant limitation periods that can apply to these causes of actions.

Presented by: Eleanor Coates, Barrister, Victorian Bar

Case Update  

Our presenter will discuss the most significant recent cases so you have confidence you are up to date.

Presented by: Philip Bender, Barrister, Victorian Bar

Practical Ethics 

This session will cover common ethical dilemmas facing Wills & Estates lawyers.

Presented by: Carolyn Sparke QC, Barrister, Victorian Bar

Practical Use of Technology to Simplify Your Practice and Increase Your Output 

Knowledge is power and this essential session will outline the 5 things that you can easily source to simplify your file and client management and free you up to concentrate on servicing your clients. Our presenter will point you in the right direction so you can implement these practical solutions now. This session will cover:

  • Apps 
  • Clerks Drop Box
  • Electronic Briefing of Counsel
  • Compatibility of technology between solicitor and barrister
  • Client Online Portal

This session will also highlight cost effective technology options that can reduce the ‘fear of change’ and expense.

Presented by: Stephen Foley, Director, TaLaw