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Recorded Webinars

Recorded Webinar: A Poison Chalice? Rethinking Executor Choice

Choosing the right executor can be difficult, and getting rid of the wrong executor can be even harder. This session will examine the key considerations in executor choice and provide a guide to manage executors when they fail to live up to obligations and expectations, including:
PRESENTED BY Kate Donnan Senior Associate - De Groots Wills & Estates Lawyers , Sydney

Date/Time

About the Webinar

Choosing the right executor can be difficult, and getting rid of the wrong executor can be even harder. This session will examine the key considerations in executor choice and provide a guide to manage executors when they fail to live up to obligations and expectations, including:

  • What attributes should the ideal executor have?
  • The risks of appointing family members and other interested persons
  • A spotlight on executor compensation and calculation
  • Unexpected taxation consequences of choosing a non-resident executor
  • Does an executor need to get along with the beneficiaries?
  • What constitutes unacceptable behaviour of an executor and what are the potential consequences?
  • Challenging the actions of an executor
  • Tips and traps in applications for executor removal
  • Cases and examples including Prothonotary of the Supreme Court of NSW v Whit [2023] NSWSC 264; Jortikka v Haukka [2023] VSC 20; Re Boglis [2022] VSC 309

Presented By

Kate Donnan
Senior Associate, De Groots Wills & Estates Lawyers Sydney, NSW

Kate was admitted to practice in 2017 following completion of a Bachelor of Business and Bachelor of Laws at the University of Technology Sydney in 2016. Kate is a Senior Associate working across the areas of Estate Administration, Estate Litigation and Estate Planning.

Kate has completed a Masters of Law (Applied Law) majoring in Wills and Estates and Estate Planning at the College of Law after discovering her passion for succession law. Kate is also an Accredited Family Business Advisor.

Kate provides advice for a wide variety of clients, often in collaboration with advisers and accountants to achieve the best outcomes for clients. Kate was recognised as 'Rising Star' in Wills, Estates & Succession Planning Law by Doyle's Guide in 2021.

Who Should Attend?

This webinar is suitable for lawyers and accountants throughout Australia who advise in estate planning matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD hour. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

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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