In this Webinar we will look at whether or not you can draft a clause to deal with the issue of conflict transactions, particularly between spouses or between a parent and the adult child who is living with them. We will do this primarily by looking at recent case law around financial decisions and Powers of Attorney.
In Queensland this type of transaction is made more difficult by the existence of a specific statute on the topic, however the absence of that statute does not mean that we have a free pass in NSW. We will look at what is happening in situations where people have tried to give the spouse permission to make conflict transactions, and how the Court or the Tribunal is dealing with those situations.
Let’s discuss it
Registering for this Webinar will cost $100 per person. You will immediately get the video training, which will look at what is happening in Powers of Attorney, what the trends are in the legislation, as well as how we should be handling this in our initial consultations. The Webinar also discusses what is the fiduciary duty that is owed from Attorney to Appointor, can you draft a clause to deal with any potential conflict, and how do you get clients to engage with this meaningfully so that they avoid future intervention from the Public Trustee.
When we run this training live you will be invited to attend for free, but for now you can get the video and the documents and get started today.
NSW Estate Lawyers Facebook Group
Did you know about the free Facebook Group? This is a group for NSW Estate Lawyers to discuss things that are particular to practising Estate law in this State. Here are some examples of things we might discuss -
(1) I have an overseas death certificate, it doesn’t fit the questions in the online system, has anyone else had this problem?
(2) Does anybody have better contact details for ABC bank?
(3) I have a Will where the parties divorced (so the Executor has since divorced the deceased), but the online system doesn’t seem to give me the option to respond with divorced (only deceased), what should I do?
Of course more recently there is a lot of discussion about pragmatic issues with the new online system. We might also share the occasional post that only other lawyers who practice in this area will appreciate. The idea is to help and support each other, and share information that is helpful.
If you would like to join you can just search for “NSW Estate Lawyers” in groups on Facebook, please make sure that you answer the questions.
