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Recorded Webinars

Recorded Webinar: Will Drafting: Drafting with Ethics in Mind (Ethics)

  As a practitioner there are occasions when the client provides unethical instructions. The client may also create an ethics dilemmas in the nature of dispositions proposed for wills. This session is designed to address ethical will making in all its dimensions, including:
PRESENTED BY Michael Clohesy Principal Lawyer - Aitken Partners , Melbourne

Date/Time

About the Webinar

 

As a practitioner there are occasions when the client provides unethical instructions. The client may also create an ethics dilemmas in the nature of dispositions proposed for wills. This session is designed to address ethical will making in all its dimensions, including:

  • Ethical challenges in obtaining instructions on wills – dealing with pushy beneficiaries

  • When client’s testamentary wishes appear improper or impractical – How to respond

  • Responding to beneficiary fraud or misrepresentation when drafting

  • Addressing the risk of challenge to a will when drafting – what to advise client

  • When choosing an executor – extent of practitioner obligation

  • Obtaining instructions from elderly clients – ethical issues in determining capacity

  • When should you include explanatory statements in wills?

  • Case study - Should solicitors act as executors? The ethical challenges of wearing ‘two hats’

Presented By

Michael Clohesy
Principal Lawyer, Aitken Partners Melbourne, Vic

Michael Clohesy is an experienced and passionate Wills & Estates lawyer. He also lectures in this area of law at Australian Catholic University.

 

Michael’s expertise is in the preparation of complex wills (known as Testamentary Trusts), the administration of deceased estates and estate litigation.

 

As a lawyer with an extensive teaching background Michael is committed to ensuring that his clients understand what can be a complex and bewildering legal process.

 

Michael advises that a properly drafted Will ensures that your family are provided for and there is no conflict. He also suggests that preparing a Will is plainly and simply good manners.

Who Should Attend?

This webinar is suitable for succession lawyers - Australia wide 

CPD Information

Lawyers can claim 1 unit for Ethics. 
 

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

Enquiries/Assistance

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]

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