Save the date: Join us for a practical webinar exploring when an executor may need to make a claim on behalf of an estate.
We’ll unpack key red flags, executor duties, conflicts of interest and relationship property issues through practical case studies.
The FPA, TPA and PRA are familiar territory when individuals make claims against an estate. But what happens when the executor needs to turn the tables and make a claim on behalf of the estate?
This practical session explores claims by estates from the executor’s perspective, including what may trigger an executor to become a claimant, the key red flags to watch for, and the duties and potential conflicts that arise along the way. Particular attention will be given to relationship property issues, spouse executors and situations where the interests of the executor and the estate may not align.
This webinar will unpack the principles governing potential claims and provide practical tips, tools and strategies for advisers supporting executors through these complex situations. Attendees will leave with a clearer understanding of when an estate may have a claim, the issues executors need to consider, and how advisers can help them navigate their obligations and potential conflicts.
