• The Probate Practice Manual has been updated by one of its authors, John V Kaufman QC. This brings the book up to date with the law as at 30 April 2016. It is a concise, well-structured and user-friendly manual for Victorian legal practitioners and it covers a broad range of topics and includes relevant precedents at the end of each chapter.  As stated by one reviewer, ‘the authors have combined their respective talents and their wealth of experience in these areas’ to produce a ‘good mix of law and practice’. 

    Limited numbers only so be quick
  • Latest release now available!

    This completely revised and updated edition of The Essential Guide to Will-making (law updated to 1 April 2014) is a practical and valuable resource for legal practitioners of all levels of experience.  It contains:

    • complete will precedents, including clauses to resolve unusual or difficult situations
    • sample court documents including draft orders  and supporting affidavits
    • succinct discussion of relevant case law and legal principles
    • clear explanations of the relevant legislation
    • complete text of the Wills Act 1997 (Vic)
  • Session 1: Your Indispensable 2019 Case Update. Session 2: Early Inheritance Syndrome - How to Recognise the Symptoms and Manage the Risk. Session3: Personal Representatives and Personal Liability. Session4: Advising on Trusts - The Finer Points. Session 5: Legislative Update and Developments – An Essential 2019 Guide

    Your Indispensable 2019 Case Update

    Our presenter will outline significant recent cases including cases dealing with:

    • Deceased estates;
    • Trusts; 
    • Capacity; 
    • Revocation

    and more.

    Presented by: Philip BenderBarrister, Victorian Bar

    Early Inheritance Syndrome - How to Recognise the Symptoms and Manage the Risk

    Potential beneficiaries can use various methods to pressure and influence a testator to allow early access to entitlements before death. This is most likely to arise in cases where elderly parents are pressured by adult children to run down or deplete the estate by improper use of power of attorney, pressure to amend a will or appropriating personal property often without other beneficiaries knowing this has taken place.  How should you best advise your client when you suspect that either they are being influenced prior to will drafting or that beneficiaries are trying to use various means to gain early access to estate assets.

    What are the options to advise your beneficiary clients in cases where they believe the estate has been accessed by other beneficiaries prior to the testator’s death?

    This session will address these issues and provide guidance on the signs, symptoms and management of Early Inheritance Syndrome.

    Presented by: Ines KallweitPrincipal and Accredited Wills & Estates Specialist, KHQ Lawyers

    Personal Representatives and Personal Liability 

    When can a Personal Representative be held personally responsible on distribution of assets?  The question of whether a Personal Representative has notice of an estate debt may not always be straightforward. This session will discuss the risks and consequences of an incorrect distribution and ways to reduce risk.

    Presented by: Justin Rizzi, Barrister, Victorian Bar  

    Advising on Trusts - The Finer Points

    Why and when might you choose them? How do they work and what are the Pros and Cons including Tax Implications? This session will provide guidance on these questions by reference to the following options:

    • Superannuation Proceeds Trust (SPT)
    • Superannuation Minor’s Trust/ Minor’s Trust
    • Disability Trust
    • Injury or Compensation Trust
    • Testamentary Trust
    • Charitable Trust
    • Constructive Trust Claims

    Presented by: Carolyn Sparke QC, Barrister, Victorian Bar

    Legislative Update and Developments – An Essential 2019 Guide

    This session will provide an essential update of legislative developments including:

    NEW - Guardianship and Administration Act 2019;

    Oaths and Affirmations Act 2018

    And commentary on the ongoing impact of:

    Voluntary Assisted Dying Act 2017 (Vic).

    The Medical Treatment Planning and Decisions Act 2016

    Presented by: William Moore, Partner, Recommended Wills, Estates and Succession Planning Lawyer and Wills & Estates Litigation Lawyer in Victoria in Doyles’ Guide, Hall & Wilcox

    ISBN: 978-1-925857-54-2

    What is included:

    Videos of the presentation in mp4 format.

    Paper materials in pdf format.