Litigating the Estate – a succession law Power Pair of recorded webinars

This Power Pair comprises 2 of our most popular succession law webinars from earlier this year.

Webinar 1: Acting for the Estate in Disputed Litigation

The role of the executor is critical when it comes to estate disputes. There are unique considerations that come into play as well as additional statutory duties and common law obligations. When acting for the estate in disputed litigation, it is paramount that succession lawyers keep these in mind to ensure they, and their clients, effectively and efficiently discharge their legal responsibilities. This session shall take a step-by-step guide to acting for the estate and:

• Summarise the obligations of the executor and what role they play when acting for the estate in litigated matters 
• Workshop some of the common issues executors and their lawyers experience when dealing with other parties and how to avoid them, including tips for effective communication
• Discuss practical steps when dealing with challenges to the will and what happens when the executor intends to make a claim on the estate themselves
• Discuss lessons to be learned for solicitors acting for the estate following the recent decision of Jurak v Latham [2023] NSWSC 1318

Webinar 2: Staking Your Claim: Eligibility and Evidence Issues in Family Provision Claims

Not every disgruntled family member is able to make a family provision claim. A key component is determining whether a claim has a basis in the first place, as well as adequately addressing and proving need. This session delves into the criteria determining eligibility for asserting a claim against an estate and explores the evidentiary requirements essential for satisfying the court. It covers:

• Who’s in and who’s out – navigating the categories of eligible claimants
• Scope and extent of full and frank disclosure regarding financial position and need
• Evidence of relationships - what do the courts need to see?
• The importance of timing – key lessons from Re Haddow: Haddow v Haddow [2021] VSC 553
• War stories and learnings from recent cases

SPECIAL PURCHASE OFFER – TEN’s 50th BIRTHDAY SALE

This pair of recorded webinars would usually cost $539, but as part of 50th Birthday Sale Offer you can buy the pair for only $330 if you order by 31.7.25.