Estate Planning Essentials: Tips to Avoid or Navigate Will Disputes

Join us for our next breakfast seminar!

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Join our Wills & Estates team for a practical breakfast seminar, enjoy barista made coffee from our coffee cart while gaining valuable insights into effective estate planning and navigating Will disputes.

The morning will be moderated by Alister Bayston Principal Lawyer, Aitken Partners.

Our Panel

• Susan Bonnici - Principal Lawyer, Aitken Partners
• Carl Wilson - Special Counsel, Aitken Partners
• Alex Lee - Head of Wealth & Senior Financial Advisor, McQueen Group

While many clients have a Will in place, gaps in planning and a lack of alignment with broader financial structures can leave estates vulnerable to challenge. Through real-life case studies, we will highlight common issues and share best practice approaches to preparing stronger, more resilient Wills—designed to minimise the risk of disputes.

Importantly, we will also explore what happens when disputes do arise. Drawing on our experience, we will provide insights into how these matters can be managed effectively to achieve practical, commercial outcomes for clients.

This session will be particularly valuable for financial advisers, accountants and professionals working closely with clients on wealth, structuring and succession planning, while remaining relevant to anyone interested in strengthening estate planning outcomes. We will also discuss the important role advisers can play in identifying risks early and working collaboratively to support better client outcomes.