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Family Law

As family law clients are often preoccupied and in emotional distress, they require particular care.

LPLC sees claims in the family law area every year. While the percentage cost of family law claims each year is not high (typically 5 per cent of LPLC’s total claims cost), it is an area where simple risk management steps can make a difference.

The scope of the retainer needs to be carefully defined and documented. Documenting advice and instructions and keeping the client informed about the progress of the matter and the costs also deserve special attention. Financial agreements are an ongoing problem when it comes to claims; it is certainly not an area in which to dabble!


 

1 June 2017

Stay on the estate

Practitioners handling estate matters should not get involved in family disputes. As disputes between family members arise frequently in estate matters, practitioners need to be alert to their duties to executors and beneficiaries as well as potential conflicts of interest. LPLC has received claims where practitioners handling an estate were not proactive in distancing themselves […]

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31 March 2016

In Check Issue 70 | March 2016

Table of contentsCyber-crime – how alert are you?Common GST questionImportance of good working relationships within the professionReminder for RedCrest2016 Risk Management SeminarsCheck your contracts for deemed serviceNew look websiteLaw Institute Journal articles Cyber-crime – how alert are you? Lawyers and the legal profession are increasingly becoming targets of cyber-crime and while many law firms may not […]

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1 December 2015

In Check Issue 69 | December 2015

Table of contentsCount your days to the end of the year carefullyCommon GST queries about the farming business exemptionUpdated purchaser statementChanges to foreign investment framework2016 Risk Management SeminarsNew training video – The New NormalOffice closure over Christmas and New YearLaw Institute Journal articles Count your days to the end of the year carefully As the […]

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1 November 2015

Wills and super claims

Specialist knowledge is needed to advise on superannuation when preparing wills. Claims relating to superannuation arise when making a will as well as when dealing with the administration of the estate. Advising on superannuation issues requires a high level of legal knowledge and experience due to the complicated laws governing superannuation. The LPLC is drafting […]

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21 September 2015

In Check Issue 68 | September 2015

Table of contentsPower of attorney – new Act and formsNo simple willsLPLC Chairman retires and new Chairman announcedGST claims on the riseRegistrations now open |  View full program and register here Power of attorney – new Act and forms The changes to powers of attorney in Victoria are now here as the new Powers of […]

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4 March 2016

Ex-spouses might miss out – family provision in other states

The recent decision of Alagiah v Crouch as administrator of the estate of Ratnam Alagiah (deceased) [2015] QSC 281 is a timely reminder that in some jurisdictions ex-spouses can miss out altogether if family law property proceedings are not issued before death. In this case the former spouses’ solicitors were negotiating a property settlement, which […]

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26 February 2016

Family law clients and wills

This is a reminder for practitioners acting in family law matters to include in their checklist and material they give to their clients an explanation about the effect of divorce and remarriage on the validity of a will. Feedback we have received from the profession is that many clients say they are not told at […]

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11 September 2015

Family law and super claims

Family law claims arise when superannuation funds are mistakenly left out of the asset pool, have not been properly dealt with or the client does not understand what will happen to the fund. In one claim the practitioner acted for a husband in a family law property settlement. The asset pool was just over $1m […]

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21 August 2015

Power of attorney – new Act and forms

The changes to powers of attorney in Victoria are nearly on us as the new Powers of Attorney Act 2014 (Vic) (Act) comes into effect on 1 September this year. The Act covers four powers. Non-enduring powers of attorney (previously called general powers of attorney). Enduring powers of attorney – personal (previously enduring guardianship power). […]

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14 August 2015

Super claims and acting for beneficiaries

When seeking advice about an entitlement to make a claim against an estate practitioners will usually explain to the client the process for bringing an application pursuant to Part IV of the Administration and Probate Act 1958 (Vic). Practitioners also need to consider any entitlement the client might have to the deceased’s superannuation fund and […]

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17 July 2014

Key Risk Checklist: Family provision claims

Acting for claimants – out of time TFM ☐  Be familiar with the provisions of Part IV of the Administration and Probate Act 1958 (Vic) (Act). ☐  When taking initial instructions from a potential Part IV claimant ensure you clearly discuss with the client: the eligibility requirements for a family provision claim at section 90 […]

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14 July 2014

Key Risk Checklist: Testamentary capacity

Testamentary capacity ☐  Take comprehensive instructions from the will maker in person, on their own. ☐  Be ever mindful of the issue of capacity and satisfy yourself that the will maker meets the various elements of the test, that is, the will maker must[1]: Be aware of and appreciate the significance of the act which […]

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11 May 2017

Know your limits

Table of contentsIntroductionLessons from the claimsTime limits most commonly missedClaims examples Introduction With the proliferation of time limits in legislation today missing limitation dates is a mistake that occurs in many areas of the law. The reasons for missing time limits are varied as are the potential repercussions. Sometimes it is a lack of knowledge […]

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17 July 2014

Weather-proofing wills and estates

Table of contentsIntroductionMistakes in preparation of willsTestamentary capacityFamily provision claimsAdministration mistakesConflicts of interestChecklistsFamily provision claims Introduction Welcome to the first edition of Weather-proofing wills and estates. This booklet highlights the mistakes that are made by legal practitioners that lead to claims against them and offers recommendations on how to avoid those same mistakes. The claims […]

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21 February 2010

Focusing on family law

Table of contentsIntroductionThe causes of claimsProblem areasEmerging riskAppendix One Introduction As family law clients are often preoccupied and in emotional distress, they require particular care. LPLC sees claims in the family law area every year. While the percentage cost of family law claims each year is not high (5 per cent or less in the […]

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