Estate Administration: Key Insights explores the often-underestimated complexity of effective administration of estates. Drawing on real-world examples across the lifespan of an estate, this session will examine the various legal issues that can arise in estate administration, including canvasing blended families, separated spouses, executors’ capacity, contentious litigation, and intestacy. Informed by recent case law developments, this session is designed to focus on real-world practice, and will provide practitioners with tools to help minimise costly disputes and administrative difficulties after death. 

Set against the backdrop of an ever-evolving legal landscape in estate administration, is the changing societal norms. At the same time that legal professionals navigate increasingly complex estate administration, they are required to do so in an environment where our clients communicate in a new ways, while armed with AI-driven knowledge. This session will also discuss ways in which legal professionals can manage these societal expectations in estate administration.

Learning Outcomes

Learning Outcomes

By completing this session, participants will be able to:

• Identify administration pitfalls in estate administration.
• Understand recent case law developments in contemporary estate administration.
• Identify when to apply tools to practice to help minimise administrative difficulties after death.
• Manage changing societal norms in estate administration.

Who Should Attend?

This session is ideal for lawyers and legal practitioners involved in wills, estate planning, trust work, and estate administration. It will also be valuable for senior legal executives and practitioners advising clients with family trusts, complex family arrangements, or significant estate risk exposure.

Presenters

Bridget Irvine | Senior Associate, Taylor Shaw 
Kim James | Registered Senior Legal Executive and Estates Manager, Taylor Shaw