Webinar - Estate Administration 101
 
Webinar - Estate Administration 101

 

As gifts in wills fundraisers we all have faced the challenges of understanding the estate administration processes. This webinar provides you with the basics: looking at the key legal terminology used in estate planning; those first steps to undertake when an estate is contested; how to ensure you are fulfilling your legal requirements as a beneficiary and a few other tips and tricks to help with basic estate administration. 

Kelly has in excess of 14 years professional legal experience in complex estate planning, administration and litigation. Having acted on behalf of high net worth individuals, large corporate companies and charities, Kelly has successfully managed cases involving the maintenance of on-going trusts, recovery of bequests, resolving un-administered estates as well as seeking variations to trusts effected by legislative changes. 

In her role as Senior Associate with Barker Henley, Kelly leads the estate practice and is driven to make a positive contribution to the circumstances of her private, corporate and charitable clients, focusing particularly in the areas of trusts, estate planning, estate administration and litigation, associated transactional matters as well as criminal matters. 

Kelly brings vitality, professionalism and warmth, as well as an extremely high level of service to her work and clients alike. 


Proudly sponsored by



Speaker
Kelly Morgan
Senior Associate
Barker Henley
 
Date & Time
Wednesday, 31 January 2018
12.00 - 1.00pm AEDT (Sydney time)


Pricing

Free for current Include a Charity supporters.

If you would like more information on becoming an Include a Charity campaign supporter, please contact includeacharity@fia.org.au

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