

Every deceased estate requires decisions, but not every decision is straightforward.
Should an estate asset be sold or transferred to an heir? Can an interim distribution be made? When should a creditor's claim be rejected? Is a redistribution agreement the appropriate solution? When should the Master be approached for guidance?
While legislation provides the legal framework, it does not always provide the answer. Executors and practitioners are regularly required to exercise fiduciary discretion, balance competing interests and make decisions that have significant legal, financial and practical consequences for the estate, its beneficiaries and creditors.
This webinar examines the most significant decision points encountered throughout the administration of a deceased estate. Through legislation, case law, practical examples and real-life scenarios, delegates will gain a practical framework for exercising fiduciary discretion, managing risk and making legally sound decisions with confidence.
Topics Discussed:
Module 1: Understanding Fiduciary Discretion
Module 2: Making Decisions About Estate Assets
Module 3: Making Decisions About Beneficiaries and Creditors
Module 4: High-Risk Decisions and Practical Case Studies
Presented by: Mrs Jade Theart (LL.B. ; LL.M (Commercial Law); Adv Estate Planning; Adv. Business Rescue)
Jade is an admitted attorney with over 10 years of post-qualification experience in law, specialising in estate planning, deceased estate administration, property law, and contractual law. In the area of estate planning, Jade provides comprehensive legal support, including the drafting and reviewing of last wills and testaments and related estate planning instruments. She is experienced in the administration of deceased estates ensuring compliance, efficiency, and sensitivity in managing the wishes of the deceased and the rights of beneficiaries. Jade’s professionalism, attention to detail, and client-focused approach plays an integral role in delivering high-quality legal services within the Finsolve group.
All Included:
Use this section to build trust and create a personal connection with your customers. The more a prospective customer knows about you, the more likely they are to purchase from your store. Use this section to explain why your store is the best place to purchase the type of goods you sell. Be sure to highlight the things that make your products and services unique. For example, are your items made locally, sourced from special ingredients or customized? This is the place to tell your customers how great your products and services are. Leave a memorable impression that makes them want to tell their friends about you and come back for more. Free shipping? Do you support a charity? Let them know here!
Gary Garbutt,
Head of Operations
Biz Facility Pty Ltd
(Registration number: 2011/105349/07)
Mission Statement:
To provide value added skills and tools through superior training and engagement that enables our clients to become more financially skilled.
Our Vision:
To provide practical skills and tools to small and medium business owners and individuals, in order to effectively utilize accounting data to manage their business or area of operation, and to effectively manage their tax obligations, both personally and professionally.
Biz Facility, founded in 2010, was founded to provide practical training interventions to small and medium sized businesses, as well as individuals, to equip clients in managing their business’s and tax affairs more effectively.Biz Facility provides both training and financial services to its clients: