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Recorded Webinars

Recorded Webinar: 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
PRESENTED BY Stefan Manche Principal Lawyer - Coulter Legal , Geelong

Date/Time

About the Webinar

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

Presented By

Stefan Manche
Principal Lawyer, Coulter Legal Geelong, Vic

Stefan is a Principal Lawyer and Head of the Wills, Estates and Succession Planning team at Coulter Legal. Stefan has significant expertise in wills, succession planning and estate disputes from eleven years of practice within legal and multidisciplinary teams in Geelong and Melbourne.

His experience also spans powers of attorney, guardianship and administration applications, superannuation planning and disputes, family trust succession and advice and estate administration.

Stefan leads the team of dedicated Wills and Estates experts at Coulter Legal which provides services across the full spectrum of estate planning, estate administration and estate dispute matters. Stefan and the team are committed to providing holistic services to their clients and are very proud of the team’s new podcast “Where there’s a Will there’s a Way”.

Who Should Attend?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

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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