Ask us about corporate pricing discounts for your firm.
Contact us
Elder Law in Focus - Key Developments in 2027 - Lunch and Learn
- 1 hrs
- 1 CPD Points
- 23/03/2027 - 23/03/2027
- Interactive
- From $119.00
- WBR0320_WEP_A_1
Elder Law in Focus - Key Developments in 2027 - Lunch and Learn
Date & time: 23 March 2027, 12pm to 1pm AEDT
As Australia's population ages and financial pressures continue to reshape household security, how prepared are you to protect older clients and their assets?
Elder law is becoming increasingly important as practitioners navigate the intersection of financial security, family relationships, decision-making capacity and the risk of abuse. With the 2026 Census set to provide a fresh picture of Australia's changing population, and cost-of-living pressures placing greater focus on financial vulnerability, the legal challenges facing older Australians and their families deserve close attention.
This one-hour Lunch and Learn presented by Dr Sue Field examines emerging developments in elder law, with a particular focus on financial exploitation, superannuation death benefits and the responsibilities of enduring attorneys.
By attending, you should be able to:
- Explain the key objectives of the National Plan to End the Abuse and Mistreatment of Older People (2026–2036), including its strategies for preventing and addressing financial exploitation.
- Evaluate proposed legislative reforms to protect superannuation death benefits from perpetrators of family violence and consider their implications for estate planning.
- Identify the accounting records and supporting evidence enduring attorneys may need to maintain beyond standard bank statements, having regard to recent tribunal decisions.
- Recognise and address common drafting deficiencies in Enduring Powers of Attorney that may create uncertainty, compromise their effectiveness or expose older people to financial abuse.
At the end of this live webinar, you will earn 1 CPD point.
MAKE LUNCH WORK HARDER
Turn one session into a smarter CPD plan. Choose three Lunch and Learn courses at the same time and get 20% off with code LUNCH20.
Course Outline
By attending, you should be able to:
- Explain the key objectives of the National Plan to End the Abuse and Mistreatment of Older People (2026–2036), including its strategies for preventing and addressing financial exploitation.
- Evaluate proposed legislative reforms to protect superannuation death benefits from perpetrators of family violence and consider their implications for estate planning.
- Identify the accounting records and supporting evidence enduring attorneys may need to maintain beyond standard bank statements, having regard to recent tribunal decisions.
- Recognise and address common drafting deficiencies in Enduring Powers of Attorney that may create uncertainty, compromise their effectiveness or expose older people to financial abuse.
At the end of this live webinar, you will earn 1 CPD point.
Dr Sue Field
Dr Sue Field is an Australian Legal Practitioner who has worked both in practice and academe in the area of Elder Law for close to twenty years. During this time Sue has researched, consulted, taught, published and presented widely in this emerging speciality.
Sue is currently a member of the following NSW Law Society's Committees, Elder Law, Capacity and Succession and Rural Issues; a member of the ALRC Elder Abuse Advisory Committee, a Distinguished Fellow at the Canadian Centre for Elder Law, a Research Fellow at UWA and a Lead Investigator in the Cognitive Decline Partnership Centre.
Sue co-edited a text on ‘Elder Law – A Guide for working with Older Australians’ Federation Press, 2018. Sue is also co-authored a lay person's guide to elder law published in 2019 and is currently working on Edition 2.
This session is designed for solicitors, barristers and legal practitioners working across elder law, wills and estates, succession planning and private client services. It will be particularly relevant to practitioners advising older clients, families and appointed decision-makers on financial management, powers of attorney, estate planning and asset protection.
The session will also benefit practitioners seeking to strengthen their understanding of financial elder abuse, emerging legislative reforms and the obligations of enduring attorneys. Whether you regularly advise in elder law or encounter these issues as part of broader private client work, this update will help you identify potential risks, recognise common drafting issues and respond to developments affecting older Australians.
This webinar is produced in NSW and features a NSW-based practitioner. This webinar is available to practitioners from all jurisdictions.
The time listed for this course is Australian Eastern Daylight Time (AEDT). Please take note of any time differences if you are registering from QLD, WA, SA, NT or from outside Australia.
This course complies with the mandatory requirements of Substantive Law (1 point).
If you intend to claim CPD units for this educational activity, please note that CPD activities are not accredited by the Law Society of NSW or any other equivalent local authority, with the exception of Western Australia. If you hold a practising certificate in a state or territory other than Western Australia and this educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit” for each hour of attendance, refreshment breaks not included. The annual requirement is ten (10) CPD units each year from 1 April to 31 March. Some practitioners, such as accredited specialists are required to complete more than ten (10) units each CPD year.
Practitioners holding WA practising certificates are eligible to earn CPD points for this course. For instructions to earn CPD points, please click here.
Please be aware that video/audio recording may occur at professional development events organised by the College of Law for use on our website, marketing materials and publications. By attending and participating in a College of Law Continuing Professional Development course, you consent to the College of Law photographing or recording and using your image and likeness.
RELATED COURSES
Date & time: 23 February 2027, 9.30am to 1.30pm AEDT. Gain a practical understanding of how testamentary trusts work and how they can be used to support effective estate planning outcomes for clients. In this skills-focused half-day program, Robert Monahan will guide you through the different types of testamentary trusts, their key features and tax implications, and the circumstances in which they may be most effective to meet your clients' individual needs.
Date & time: 23 February 2027, 9.30am to 1.30pm AEDT. Gain a practical understanding of how testamentary trusts work and how they can be used to support effective estate planning outcomes for clients. In this skills-focused half-day program, Robert Monahan will guide you through the different types of testamentary trusts, their key features and tax implications, and the circumstances in which they may be most effective to meet your clients' individual needs.
Date & time: 25 February 2027, 12pm to 1pm AEDT. Explore the fundamentals of wills and estate planning in this practical one-hour webinar for lawyers. Learn about will-making, testamentary trusts, superannuation, incapacity and common will disputes. Understand how trusts and companies may support broader estate planning objectives and develop a foundation for recognising key considerations when advising clients about their wishes, assets and future.
Date & time: 25 February 2027, 12pm to 1pm AEDT. Explore the fundamentals of wills and estate planning in this practical one-hour webinar for lawyers. Learn about will-making, testamentary trusts, superannuation, incapacity and common will disputes. Understand how trusts and companies may support broader estate planning objectives and develop a foundation for recognising key considerations when advising clients about their wishes, assets and future.
LIVE COURSE
Advanced Testamentary Trusts (NSW)
Date & time: 2 March 2027, 9.30am to 1.30pm AEDT. Enhance your expertise in testamentary trusts with this more advanced course, perfect for providing precise advice to clients. Led by Accredited Specialist Robert Monahan, you'll refine your skills in preparing testamentary trusts, managing risks, and understanding tax implications.
Date & time: 2 March 2027, 9.30am to 1.30pm AEDT. Enhance your expertise in testamentary trusts with this more advanced course, perfect for providing precise advice to clients. Led by Accredited Specialist Robert Monahan, you'll refine your skills in preparing testamentary trusts, managing risks, and understanding tax implications.
Date & time: 4 March 2027, 2.00pm to 4.15pm AEDT. Learn how powers of attorney work, when they should be used, and the key issues practitioners need to consider when preparing and advising on them. This practical NSW-focused webinar covers the appointment of attorneys, scope of authority, mental capacity considerations, risk management, and reviews by the Guardianship Division of NCAT, helping you better protect your clients' interests.
Date & time: 4 March 2027, 2.00pm to 4.15pm AEDT. Learn how powers of attorney work, when they should be used, and the key issues practitioners need to consider when preparing and advising on them. This practical NSW-focused webinar covers the appointment of attorneys, scope of authority, mental capacity considerations, risk management, and reviews by the Guardianship Division of NCAT, helping you better protect your clients' interests.
LIVE COURSE
Estate Planning Strategies for Blended Families
Date & time: 17 March 2027, 9.00am - 11.15am AEDT. Explore estate planning for blended families in this practical two-hour webinar. Learn how to balance the interests of partners and children from previous relationships, assess strategies including outright gifts, mutual wills and discretionary trusts, consider non-estate assets, and manage risks to minimise family conflict, estate disputes and unintended outcomes.
Date & time: 17 March 2027, 9.00am - 11.15am AEDT. Explore estate planning for blended families in this practical two-hour webinar. Learn how to balance the interests of partners and children from previous relationships, assess strategies including outright gifts, mutual wills and discretionary trusts, consider non-estate assets, and manage risks to minimise family conflict, estate disputes and unintended outcomes.
Date & time: 18 March 2027, 12pm to 1pm AEDT. Learn when testamentary trusts may benefit clients, how to structure them for asset protection and tax effectiveness, and how trustee and appointor powers operate. Consider current and proposed tax reforms and the implications for estate planning advice and beneficiary outcomes.
Date & time: 18 March 2027, 12pm to 1pm AEDT. Learn when testamentary trusts may benefit clients, how to structure them for asset protection and tax effectiveness, and how trustee and appointor powers operate. Consider current and proposed tax reforms and the implications for estate planning advice and beneficiary outcomes.
LIVE COURSE
Will Drafting: Core Skills for NSW Practitioners
Date & time: 24 March 2027, 9.00am to 12.30pm AEDT. Learn the fundamentals of taking instructions and drafting wills in this half-day online webinar. Ideal for lawyers and estate practitioners seeking practical skills in managing client needs, identifying assets, and preventing disputes. Gain confidence in preparing valid wills and advising clients on executors, capacity, and risk management.
Date & time: 24 March 2027, 9.00am to 12.30pm AEDT. Learn the fundamentals of taking instructions and drafting wills in this half-day online webinar. Ideal for lawyers and estate practitioners seeking practical skills in managing client needs, identifying assets, and preventing disputes. Gain confidence in preparing valid wills and advising clients on executors, capacity, and risk management.
SINGLE COURSE
Administration of estates: Step-by-step guide
This course will equip you with guidelines to follow when instructed to administer a deceased estate. You’ll know which processes to follow when the deceased person dies leaving a valid will (testate) or without leaving a valid will (intestate).
This course will equip you with guidelines to follow when instructed to administer a deceased estate. You’ll know which processes to follow when the deceased person dies leaving a valid will (testate) or without leaving a valid will (intestate).
Move beyond standard precedents and tackle the estate planning matters that create real risk. Explore blended families, business succession, conditional gifts, charitable bequests, and complex drafting issues. Learn how to identify vulnerabilities early and draft Wills that withstand scrutiny, disputes, and unintended consequences.
Move beyond standard precedents and tackle the estate planning matters that create real risk. Explore blended families, business succession, conditional gifts, charitable bequests, and complex drafting issues. Learn how to identify vulnerabilities early and draft Wills that withstand scrutiny, disputes, and unintended consequences.
SINGLE COURSE
Drafting Wills: Practice Guide
This course will teach you how to correctly draft wills, minimise negligence claims and tailor each will to your clients’ needs and circumstances.
This course will teach you how to correctly draft wills, minimise negligence claims and tailor each will to your clients’ needs and circumstances.
Master the strategies that separate basic estate plans from robust succession solutions. This four-course bundle explores advanced Will drafting, family provision risk management, superannuation succession planning, and testamentary trusts. Designed for practitioners seeking practical, risk-focused estate planning expertise that protects clients, families, and estates from costly disputes.
Master the strategies that separate basic estate plans from robust succession solutions. This four-course bundle explores advanced Will drafting, family provision risk management, superannuation succession planning, and testamentary trusts. Designed for practitioners seeking practical, risk-focused estate planning expertise that protects clients, families, and estates from costly disputes.
Want to draft and execute your clients’ wills and estates with confidence and clarity? This course bundle will build your capabilities across four essential – and practical – modules. 8 CPD Units.
Want to draft and execute your clients’ wills and estates with confidence and clarity? This course bundle will build your capabilities across four essential – and practical – modules. 8 CPD Units.
A valid will does not prevent a family provision claim. Learn how to identify claimant risk, manage exposure during the estate planning process, and implement practical drafting and procedural strategies that strengthen estates against future challenges. Essential knowledge for practitioners seeking to minimise litigation risk.
A valid will does not prevent a family provision claim. Learn how to identify claimant risk, manage exposure during the estate planning process, and implement practical drafting and procedural strategies that strengthen estates against future challenges. Essential knowledge for practitioners seeking to minimise litigation risk.
Superannuation often represents a client's largest asset, yet frequently falls outside their estate plan. Understand binding nominations, reversionary pensions, SMSF succession, and blended family risks. Learn how to integrate superannuation into holistic estate planning advice and avoid costly succession planning oversights.
Superannuation often represents a client's largest asset, yet frequently falls outside their estate plan. Understand binding nominations, reversionary pensions, SMSF succession, and blended family risks. Learn how to integrate superannuation into holistic estate planning advice and avoid costly succession planning oversights.
SINGLE COURSE
Powers of attorney: Step-by-step guide
This course will guide you through the processes, complexities and risks when dealing with this substitute decision-making instrument.
This course will guide you through the processes, complexities and risks when dealing with this substitute decision-making instrument.
SINGLE COURSE
Probate applications: Step-by-step guide
Upskill in probate law to provide clarity and certainty during these challenging times.
This course will guide you through the processes, complexities and risks when dealing with probate. You’ll learn how to distribute the assets of the estate according to the requirements of the will.
Upskill in probate law to provide clarity and certainty during these challenging times.
This course will guide you through the processes, complexities and risks when dealing with probate. You’ll learn how to distribute the assets of the estate according to the requirements of the will.
Testamentary trusts can deliver significant tax, asset protection, and succession planning benefits when structured correctly. This course examines trust mechanics, taxation advantages, suitability considerations, drafting pitfalls, and long-term control structures, helping practitioners confidently advise clients on one of estate planning's most powerful tools.
Testamentary trusts can deliver significant tax, asset protection, and succession planning benefits when structured correctly. This course examines trust mechanics, taxation advantages, suitability considerations, drafting pitfalls, and long-term control structures, helping practitioners confidently advise clients on one of estate planning's most powerful tools.
RELATED COURSES
Date & time: 25 November 2026, 12pm to 2pm AEDT. Explore the growing role of parenting coordination in family law and how this process can support families experiencing ongoing parenting conflict. This practical webinar provides lawyers with an understanding of parenting coordination, when it may be appropriate, how it differs from other dispute resolution approaches and its potential role in improving outcomes for families.
Date & time: 25 November 2026, 12pm to 2pm AEDT. Explore the growing role of parenting coordination in family law and how this process can support families experiencing ongoing parenting conflict. This practical webinar provides lawyers with an understanding of parenting coordination, when it may be appropriate, how it differs from other dispute resolution approaches and its potential role in improving outcomes for families.
Date & time: 16 March 2027, 12pm to 1pm AEDT. Explore current NSW strata law developments in this practical webinar with Anna Minassian of Vinc Legal. Examine disputes involving owners’ corporations, strata managers and lot owners, clarify legal responsibilities, review recent decisions and regulatory changes, and discover practical approaches to resolving conflicts and managing strata obligations effectively.
Date & time: 16 March 2027, 12pm to 1pm AEDT. Explore current NSW strata law developments in this practical webinar with Anna Minassian of Vinc Legal. Examine disputes involving owners’ corporations, strata managers and lot owners, clarify legal responsibilities, review recent decisions and regulatory changes, and discover practical approaches to resolving conflicts and managing strata obligations effectively.
Date & time: 17 March 2027, 12pm to 1pm AEDT. Explore the ethical and professional responsibilities of supervising lawyers in an AI-enabled workplace. Examine recent tribunal decisions, supervision standards, inter-generational and cross-jurisdictional challenges, and practical supervision tools. Understand how AI use by lawyers can affect your professional obligations, risk management and practising certificate responsibilities.
Date & time: 17 March 2027, 12pm to 1pm AEDT. Explore the ethical and professional responsibilities of supervising lawyers in an AI-enabled workplace. Examine recent tribunal decisions, supervision standards, inter-generational and cross-jurisdictional challenges, and practical supervision tools. Understand how AI use by lawyers can affect your professional obligations, risk management and practising certificate responsibilities.
SINGLE COURSE
Administration of estates: Step-by-step guide
This course will equip you with guidelines to follow when instructed to administer a deceased estate. You’ll know which processes to follow when the deceased person dies leaving a valid will (testate) or without leaving a valid will (intestate).
This course will equip you with guidelines to follow when instructed to administer a deceased estate. You’ll know which processes to follow when the deceased person dies leaving a valid will (testate) or without leaving a valid will (intestate).
Move beyond standard precedents and tackle the estate planning matters that create real risk. Explore blended families, business succession, conditional gifts, charitable bequests, and complex drafting issues. Learn how to identify vulnerabilities early and draft Wills that withstand scrutiny, disputes, and unintended consequences.
Move beyond standard precedents and tackle the estate planning matters that create real risk. Explore blended families, business succession, conditional gifts, charitable bequests, and complex drafting issues. Learn how to identify vulnerabilities early and draft Wills that withstand scrutiny, disputes, and unintended consequences.
SINGLE COURSE
Applications for divorce: Step-by-step guide
Divorce in Australia is on the rise with more than 56,000 divorces granted in 2021. Despite becoming more common, divorce remains one of the most stressful and uncertain life events.
Divorce in Australia is on the rise with more than 56,000 divorces granted in 2021. Despite becoming more common, divorce remains one of the most stressful and uncertain life events.
Develop a clear strategy for building and growing your legal practice. Explore practice vision, business planning, client relationships, ethical marketing, reputation building, networking and business development. Learn how workflow, delegation, workload management and psychologically healthy work practices can support sustainable growth while maintaining service quality, team capacity and performance.
Develop a clear strategy for building and growing your legal practice. Explore practice vision, business planning, client relationships, ethical marketing, reputation building, networking and business development. Learn how workflow, delegation, workload management and psychologically healthy work practices can support sustainable growth while maintaining service quality, team capacity and performance.
SINGLE COURSE
Commercial leases: Step-by-step guide
In this course you’ll learn about what elements make commercial leases distinct entities, covering properties such as shops, factories and offices.
In this course you’ll learn about what elements make commercial leases distinct entities, covering properties such as shops, factories and offices.
SINGLE COURSE
Conducting due diligence: Step-by-step guide
Due diligence is the process of analysing a prospective business decision by obtaining and reviewing relevant legal, financial and other information. It’s most often used for the purchase of a business or company.
Due diligence is the process of analysing a prospective business decision by obtaining and reviewing relevant legal, financial and other information. It’s most often used for the purchase of a business or company.
SINGLE COURSE
Conveyancing: Step-by-step guide
This interactive course will equip you with a step-by-step overview of e-conveyancing when acting for vendors or purchasers in real property transactions.
This interactive course will equip you with a step-by-step overview of e-conveyancing when acting for vendors or purchasers in real property transactions.
SINGLE COURSE
CPD Digital Subscription - Sampler
Experience CPD reimagined with the CPD Digital Subscription Sampler. Get access for $49 with 2 full courses and 3 short samples. Perfect for individuals or teams exploring flexible, on-demand CPD - plus get $100 off the full subscription with 150+ courses when you upgrade.
Experience CPD reimagined with the CPD Digital Subscription Sampler. Get access for $49 with 2 full courses and 3 short samples. Perfect for individuals or teams exploring flexible, on-demand CPD - plus get $100 off the full subscription with 150+ courses when you upgrade.
The essential guide to building and construction offers a comprehensive exploration of key courses, including commercial developments and home improvement projects, security of payment legislation, construction disputes and Alternative dispute resolution (ADR). 8 CPD Units.
The essential guide to building and construction offers a comprehensive exploration of key courses, including commercial developments and home improvement projects, security of payment legislation, construction disputes and Alternative dispute resolution (ADR). 8 CPD Units.
Master the strategies that separate basic estate plans from robust succession solutions. This four-course bundle explores advanced Will drafting, family provision risk management, superannuation succession planning, and testamentary trusts. Designed for practitioners seeking practical, risk-focused estate planning expertise that protects clients, families, and estates from costly disputes.
Master the strategies that separate basic estate plans from robust succession solutions. This four-course bundle explores advanced Will drafting, family provision risk management, superannuation succession planning, and testamentary trusts. Designed for practitioners seeking practical, risk-focused estate planning expertise that protects clients, families, and estates from costly disputes.
Want to provide expert advice and guide your clients through residential and commercial property transactions with ease? This bundle of step-by-step guides will build your capabilities across four essential – and practical modules. 8 CPD Units
Want to provide expert advice and guide your clients through residential and commercial property transactions with ease? This bundle of step-by-step guides will build your capabilities across four essential – and practical modules. 8 CPD Units
This course guides you through the steps of organising arrangements for children and making an application for parenting orders in appropriate circumstances.
This course guides you through the steps of organising arrangements for children and making an application for parenting orders in appropriate circumstances.
Build your financial management skills with practical guidance on legal practice finances, performance indicators, budgeting, pricing, taxation, profitability and trust accounting. Understand the responsibilities associated with client funds, identify trust account risks and apply financial compliance controls that support sound commercial decisions, protect client funds and strengthen practice performance.
Build your financial management skills with practical guidance on legal practice finances, performance indicators, budgeting, pricing, taxation, profitability and trust accounting. Understand the responsibilities associated with client funds, identify trust account risks and apply financial compliance controls that support sound commercial decisions, protect client funds and strengthen practice performance.
SINGLE COURSE
Mastering the role of company secretary - Practice guide
Master the essential governance, compliance, and strategic responsibilities of a company secretary to drive organisational success.
Master the essential governance, compliance, and strategic responsibilities of a company secretary to drive organisational success.
Advance your mediation practice with skills in negotiation, agreement drafting and post-mediation management. This course covers resolution strategies, ethical documentation, non-resolution outcomes and professional reflection. Ideal for mediators seeking to strengthen outcomes and long-term practice sustainability.
Advance your mediation practice with skills in negotiation, agreement drafting and post-mediation management. This course covers resolution strategies, ethical documentation, non-resolution outcomes and professional reflection. Ideal for mediators seeking to strengthen outcomes and long-term practice sustainability.
Strengthen risk management and compliance in your legal practice. Learn how to identify, assess and monitor risk, evaluate practice systems and controls, and manage technology, cybersecurity and data-protection risks. Explore professional negligence, client engagement, professional indemnity insurance and AML/CTF compliance to build a more resilient and proactive practice.
Strengthen risk management and compliance in your legal practice. Learn how to identify, assess and monitor risk, evaluate practice systems and controls, and manage technology, cybersecurity and data-protection risks. Explore professional negligence, client engagement, professional indemnity insurance and AML/CTF compliance to build a more resilient and proactive practice.
In this short course, accredited specialist in family law, Kathryn Kearley, will guide you through the process of advising a client that is seeking urgent or interim orders (which may include an order to stop their former partner or spouse from doing something, or to compel their former partner or spouse to do something).
In this short course, accredited specialist in family law, Kathryn Kearley, will guide you through the process of advising a client that is seeking urgent or interim orders (which may include an order to stop their former partner or spouse from doing something, or to compel their former partner or spouse to do something).
SINGLE COURSE
Strata title conveyancing: Step-by-step guide
This course will provide you with an understanding of fundamental strata concepts; the various forms of strata subdivision; and community, neighbourhood and precinct schemes.
This course will provide you with an understanding of fundamental strata concepts; the various forms of strata subdivision; and community, neighbourhood and precinct schemes.
Testamentary trusts can deliver significant tax, asset protection, and succession planning benefits when structured correctly. This course examines trust mechanics, taxation advantages, suitability considerations, drafting pitfalls, and long-term control structures, helping practitioners confidently advise clients on one of estate planning's most powerful tools.
Testamentary trusts can deliver significant tax, asset protection, and succession planning benefits when structured correctly. This course examines trust mechanics, taxation advantages, suitability considerations, drafting pitfalls, and long-term control structures, helping practitioners confidently advise clients on one of estate planning's most powerful tools.
