Navigating Personal Representative Duties - Avoiding Common Pitfalls

Introduction

Being a personal representative is a significant responsibility, with complex duties and potential pitfalls that can make the role challenging to navigate.

This new virtual classroom seminar will provide a practical update on the key duties and obligations of personal representatives, helping you understand how to avoid common mistakes and provide confident, effective guidance to your clients.

Through discussion of recent cases and insights into the courts’ current approach towards personal representatives, you will gain a clearer understanding of the issues that matter most in practice.

Register today to refresh your knowledge, strengthen your advice and ensure you are equipped to support your clients with confidence.

What You Will Learn

By the end of this session, you will be able to:

• Know when to step away from an estate - understand the options available and how practical it is to renounce or withdraw from the role of personal representative
• Will searches and investigations - identify what searches should be carried out and best practice when locating a valid will
• DNA testing and intestacy claims - understand why DNA evidence may not provide the complete answer in disputed inheritance matters
• Deal with insolvent estates - explore the available options and the personal representative’s responsibilities when debts exceed assets
• Manage inheritance tax risks - avoid penalties and understand the consequences of unpaid inheritance tax
• Insolvent beneficiaries - know the steps to take when a beneficiary’s financial position creates complications
• Third-party payments of inheritances - manage requests from beneficiaries to receive their entitlement through another person or arrangement
• The personal representative’s role in contentious probate - understand duties, responsibilities and potential risks when disputes arise
• Minimise personal representative liability - practical strategies to reduce risk and avoid common mistakes
• When can the court intervene? Explore the circumstances in which court assistance may be available
• Recent case law and developments - review key decisions and their practical impact on personal representatives
• Learn from mistakes - examine examples where personal representatives have gone wrong and the lessons to take forward

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.