22 May 2023 | Myth-Busting Estate Disputes | by Joel Whale from Hall & Wilcox

Join Joel Whale from Hall & Wilcox addressing some of the common myths associated with estate and trust disputes.

Instructor

Henry Kwok

126 Students enrolled

1 review

Description
Curriculum
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Online via Zoom Only

This meeting will be held as online only event at the CTDG’s Zoom Webinar platform. Members should not attend the office of CPA Australia for this event.

TOPIC: Myth-Busting Estate Disputes

Join Joel Whale from Hall and Wilcox for a session on addressing some of the common myths associated with estate and trust disputes.

The session will generally cover:

Contesting the validity of a Will.
Who can bring a claim against the estate?
Whether trust assets and super death benefits are excluded from an estate challenge?
Role of the executor and whether they can be personally liable?
Extent legal costs are payable from the estate.
Practical takeaways for you and your clients

SPEAKER: Joel Whale | Senior Assoicate | Hall & Wilcox

Joel specialises in estate litigation and disputes related to inheritance, trusts and probate, and acts for a range of interested parties.

Joel also provides succession planning advice for high net worth individuals, businesses and family offices. This advice includes restructuring family assets, business succession, family trusts and managing potential disputes.

Drawing on over 10 years of experience, Joel has advised on complex wealth management and trust matters, as both a litigation lawyer at Norton Rose Fulbright and as an asset management lawyer at Blake Dawson, where he commenced his career.

Continuing Professional Development Point (CPD Point)

This event will account for up to a maximum of one (1) CPD Point per session.
A completion certificate will be issued via LMS after the event for attendances who check in with our staff and you have attended the session for more than thirty-five (35) minutes. We are unable to issue a certificate unless we have a record of your attendance.
Attendance records will be provided to CPA Australia, however, it is up to you to update your own CPD records/CPD Diary. We cannot update the same for you.
You may wish to update your profile with us to include your CPA Membership number which we will report to CPA Australia accordingly.
You should only claim for the attended hours only.

Attend via Zoom Webinar

Our webinar will be provided via Zoom’s online Webinar platform in addition to the face-to-face meeting.
You can listen to the webinar either via internet audio or phone dial-in. If you dial in via phone, please email us your details and phone number for attendance records.
Zoom Webinars can be accessed on various platforms, including mobiles, tablets or laptops, etc. However, we will not be responsible for any costs incurred, such as internet charges in this regard.
You can directly access the Zoom Webinar via our LMS, but we recommend the use of Zoom applications for a better user experience, please ensure that you only install/download the Zoom software from Zoom’s website/iOS App Store/Google App Store, DO NOT download the Zoom’s software from other sources.
You will be automatically registered with Zoom, and you should receive Zoom’s registration confirmation email with the meeting details, no further registration is required. At the time of the meeting, simply click the link provided and the link will activate any pre-installed Zoom-related software and take you directly to the Webinar.
Please note that we will never ask you for any password or personal information, please do not provide such information to anyone.
To avoid last-minute technical issues, you should check if you are ready for Zoom.
Any questions, please email us or reach us at citytaxation.com.au.
We may not be able to resolve or attend to your needs during the webinar, but we will attempt to relay any questions to the presenter as soon as practicable.