Are you seeing real issues, particularly in Conflict and Independence, in Estate planning? When things go wrong, the legal, financial, and personal consequences can be far-reaching.

Join our expert panel of presenters who will explore practical insights into issues, and strategies to strengthen your ability to manage issues and deliver robust advice.

This follows on from the very successful Estate planning conference in 2025.  Whether you’re advising on high-value estates or supporting vulnerable clients, this is your opportunity to stay informed and equipped for what’s ahead.

Sessions

• Panel Discussion - Who is my Client? Unpacking the conflicts
• S21 Agreements – The Potential to Derail Asset Planning
• Planning for Conflict
• Caveats Against Probate
• Advising on Claims by Estates
• EPOAs - Conflicts and Independence When Advising
• Panel Discussion - Conflicts in Action: Practical Examples & Tips from our Panel
  
  

Schedule

11:30am - 12:30pm: Registration, Lunch & Networking
12:30pm – 5:00pm: Conference, including presentations, and a panel discussion exploring various issues of conflict and independence in a case study
5:00pm - 6:00pm: Networking, Drinks & Canapés

Livestream

Not able to join us in person? Click here to join the livestream.

Secure your spot today!

Learning Outcomes

Learning Outcomes 

• Identify key sources of conflict in estate planning practice.
• Analyse competing interests and their impact on client advice.
• Apply strategies to prevent and manage estate disputes.
• Recognise and respond to common risk areas, including executors, caveats, and EPOAs.
• Apply ethical principles to maintain independence and manage conflicts of interest.

Who Should Attend?

Property, trust and private client lawyers, family lawyers, litigators, and other professionals involved in estate planning, disputes, or administration.

Presenters

Rebecca Steens | Partner, Holland Beckett
Amanda Bedford | Director, McCaw Lewis
Bethan Read | Special Counsel, Morris Legal
Mary Rozeboom | Senior Legal Counsel, Perpetual Guardian
Henry Stokes | Group Counsel, Perpetual Guardian
Emma Tonkin | Partner, Hesketh Henry

Chair

Rebecca Steens | Partner, Holland Beckett