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STEP NSW L&L (NEWCASTLE): Friday 28th February 2020

STEP New South Wales Branch

Friday, 28 February 2020 from 12:30 pm to 2:00 pm (AEDT)

STEP NSW L&L (NEWCASTLE): Friday 28th February 2020

Ticket Information

Ticket Type Sales End Price * Fee Quantity
Members
Ticket price available to STEP members only.
26/02/2020 $25.00 $0.00
Non-Members
Ticket price to non STEP members.
26/02/2020 $35.00 $0.00
* Prices include GST

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Event Details

 

STEP NSW Branch invites you to an address by Stephen Lynch, TEP, who will be presenting on "Professional Negligence in Will Preparation and Estate Administration".

 

PROFESSIONAL NEGLIGENCE IN WILLS AND ESTATES – BULLETPROOFING YOUR PRACTICE: Professional negligence claims are frightfully common in the area of wills and estates. This presentation will look at where claims are often made and what you can do to ensure your practice is out of the firing line. It covers:


• Responsibilities to beneficiaries vs the client.
• Delays in preparing wills – what is reasonable and when could you find yourself exposed?
• When should you execute an informal will?
• Failing to understand the family dynamics of the will-maker.
• Advising on potential family provision claims.
• Avoiding common estate administration mistakes including. delay, mistakes, and incorrect distributions.
• Anticipating future challenges – bulletproofing your file and other measures to protect your back.

 

We look forward to and invite attendee engagement and Q&A during and after the presentation.

 

Date:     Friday 28th February 2020

Time:     12:30 pm - 2:00 pm

Venue:   Somerville Legal. 
              Level 1, Suite 101, 17 Bolton Street. Newcastle NSW 2300



 

EVENT FAQ

Can I pay at the door or be invoiced?
No, we only accept credit card payments online via Eventbrite.

Do I have to bring my printed ticket to the event?
No, a list of registered attendees will be at the door.


Do I need to RSVP?
Yes, to assist with accurate numbers for catering and security purposes, all attendees are required to book their ticket pre-event.

 

NSW EVENT SPONSOR




 

 

 

STEP Australia Website - Technical Resource Library

View the latest STEP Seminar Papers, STEP Australia Policy Submissions and the STEP Australia Newsletters by logging into the member's Technical Resource Library on the STEP Australia Website.

If you require any assistance logging into your members account please email Dior Locke, STEP Australia Regional Coordinator via dior.locke@step.org

 


 

Contact Sonia Spiteri, our STEP NSW Branch Secretary, to register your interest for sponsorship opportunities with the STEP NSW Branch. 

 


 

STEP NSW Event Page  |  STEP Australia Linkedin Page  |  STEP Worldwide Website 

Have questions about STEP NSW L&L (NEWCASTLE): Friday 28th February 2020? Contact STEP New South Wales Branch

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When & Where


Somerville Legal
Level 1, Suite 101, 17 Bolton Street.
Newcastle, NSW 2300
Australia

Friday, 28 February 2020 from 12:30 pm to 2:00 pm (AEDT)


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Organiser

STEP New South Wales Branch

The Society of Trust and Estate Practitioners (“STEP”) is the worldwide professional association for practitioners in the fields of trusts and estates, executorship, administration, and related issues.  STEP has more than 20,000 members from across 95 countries worldwide, who practice across the legal, accountancy, corporate trust, banking, and related professions.  Members belong to branches that provide professional development and opportunities to network at a local level.

 

 

NSW EVENT SPONSOR 

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