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Recorded Webinars

Recorded Interactive Webinar: Estates Involving Minors: Procedural Requirements, Court Approval and Executor Risk

When minors are interested parties in an estate - whether as beneficiaries, potential claimants, or subjects of a family provision application - practitioners must navigate a distinct set of procedural, evidentiary, and ethical considerations. Failure to meet these additional requ
PRESENTED BY Daniela Pavlovic Principal - Harwood Andrews , Geelong

Date/Time

About the Webinar

When minors are interested parties in an estate - whether as beneficiaries, potential claimants, or subjects of a family provision application - practitioners must navigate a distinct set of procedural, evidentiary, and ethical considerations. Failure to meet these additional requirements can delay estate administration or expose executors to personal risk. This practical session offers a structured guide for succession lawyers dealing with estates involving minors, and considers:

  • The procedural steps required when a minor is affected by a settlement - including who must consent, what approvals are needed, and how to obtain them
  • The type of evidence required to establish the minor’s needs, interests, and the appropriateness of the proposed settlement
  • Strategies for protecting the executor or administrator, particularly where there is disagreement over what is in the minor’s best interests
  • How courts are currently approaching settlements involving minors - including whether there has been any shift from the principles in Coomber v Stott and Permanent Trustee v Mills, and what this means for future practice

Presented By

Daniela Pavlovic
Principal, Harwood Andrews Geelong, Vic

Daniela is a Principal in Harwood Andrews' wills and estates law practice area.

Daniela’s extensive experience allows her to advise clients about the importance of proper succession planning. She assists clients in preparing wills and powers of attorney, including complex wills such as testamentary trusts.

Daniela is experienced in all aspects of estate administration. Through the personal experience of dealing with the loss of a close family member, she understands the difficulties families face during this time and approaches each client with sensitivity and careful guidance.

Her interest in corporate governance has resulted in Daniela having been a past director on the board of Barwon Health, the largest regional health service in Victoria and a current director of Meli Housing, a youth agency providing housing services disadvantaged young people in the Geelong region.

Daniela’s key areas of practice include:

  • Estate planning (preparation of wills including testamentary trust wills)
  • Superannuation planning
  • Powers of attorney
  • Special disability trusts
  • VCAT administration and guardianship applications
  • Probate applications and estate administration
  • Disputed probate applications
  • Disputed estates
  • Survivorship applications

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.

OPTIONAL ONLINE QUIZ

We will be adding an optional online quiz to the recording of this webinar to make it interactive in terms of the type of CPD that can be claimed. Upon completion of the quiz the successful registered user will receive a CPD certificate confirming completion and the CPD units/points/hours earned. The online quiz will be available with the recording – typically within 1 to 2 days of the live webinar being held.

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, Jason Hooker on (03) 8601 7709 or email: [email protected]

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