Webinar On Demand - Lawyers and Accountants Duties as Executors

1 CPD Point – Ethics

Who to name as Executor of their Will can be a challenging question for clients considering their Estate Planning options. Often, they turn to their professional advisers to fill this important role. Taking on the role of Executor in a professional capacity as opposed to a purely personal one brings with it a range of issues and obligations that need to be considered in the preparation of the Estate Planning documents and before accepting such a role.

In this Webinar, Lawyers and Accountants Duties as Executors, Estate Planning and Commercial lawyer, Greg Mohen, discusses the important considerations and obligations in accepting the Executorship of a Will in a professional capacity.

In this Webinar, Greg will cover:

• Key responsibilities as an Executor;
• Duties to Beneficiaries;
• Ethical obligations in accepting the Executor role;
• Charging clauses and entitlement to remuneration - as an Executor vs for professional services;
• Authority to incur third party expenses; and
• Limitations of professional indemnity insurance.

This webinar is suitable for lawyers, accountants and other professional advisers and is pitched at an intermediate level. It is ideal for professionals dealing with Estate Planning issues.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD point, Competency Area 3 – Ethics or Professional Responsibilities. To ensure you receive your CPD Points for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Points are only uploaded to the Legal Practice Board after the Webinar On Demand is viewed. This is not an “interactive activity” as defined in Rule 7 of the Legal Profession Rules 2009 (WA).

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD points for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

• 8/04/2022 - Webinar On Demand - Testamentary Trusts 101

• 3/03/2022 - Webinar On Demand - Three Pillars of an Effective Asset Protection Strategy

• 9/12/2021 - Webinar On Demand - Lawyers and Accountants Duties as Executors

• 8/12/2021 - Webinar On Demand - Fixing Family Trust Deeds - Mistakes made pre and post establishing a Trust

• 2/12/2021 - Webinar On Demand - How to assist clients with their debt issues

• 12/08/2021 - Webinar On Demand - Introduction to Family Trusts - the basics

Presenter Greg Mohen
Consultant, Law Central Legal

Greg Mohen has over 40 years’ experience in estate planning, wills and the administration of deceased estates. His practice also includes advising commercial clients and Local Governments on commercial contracts, business structures, infrastructure projects and corporate governance and compliance. He is currently a consultant with the legal practice Law Central Legal.