STEP Victoria - Tasmania Branch invites you to a panel session with Dr Karen Bird, Alina El-Jawhari and Lachlan Einsiedel, kindly hosted by estateXchange.

Topic: Capacity to Completion: Navigating Capacity in Estate Planning and Administration

From a client’s initial testamentary instructions to the final administration of their estate, issues of capacity remain a defining thread. This multidisciplinary session brings together medical and legal expertise to examine how capacity is assessed, documented, and managed across estate planning, guardianship, and probate matters.

Dr Karen Bird will provide clinical insights into the assessment of capacity and the management of clients presenting with cognitive impairment. Mr Lachlan Einsiedel of Suzanne Lyttleton Lawyers will address the legal dimensions of capacity within guardianship matters, while Ms Alina El-Jawhari will explore contested probate proceedings and the impact of early assessment and documentation on litigation outcomes.

Together, the panel will equip practitioners with practical strategies for recognising, recording, and resolving capacity concerns.

DATE: Tuesday 11 November 2025

TIME (AEDT):

17:30 - 18:00 Arrival & Networking including signature summer cocktail

18:00 - 19:00 Panel Session

19:00 - 20:00 Networking, canapés and refreshments

LOCATION: estateXchange | Level 1, 55 Collins St, Melbourne 3000

COST: STEP Members $50 | Non-Members $110

This seminar will be presented in-person and online via webinar.

This seminar will NOT be recorded.

For further information or assistance, please contact step.victoria-Tasmania@step.org
PLEASE NOTE: The link to join the live-stream will be sent to each ticket holder via email 2 hours before this event through the Humanitix system.

IMPORTANT REMINDER: To ensure you don't miss out on receiving the Zoom link, please ensure your email address is correct before confirming the ticket order.

SPONSOR | estateXchange

estateXchange is an online platform that brings together professional estate representatives and institutions to digitise and exchange information and documentation about a deceased estate. The platform is focused on delivering digital efficiencies, risk reduction, and improved client experience in an area known to be sensitive, problematic, and in need of an ecosystem level solution.