Wills vs Estate Planning: Tips and tricks

By failing to prepare, you prepare to fail

Benjamin Franklin

On 13 October 2021 our latest CPD webinar, “Wills vs Estate Planning: Tips and Tricks”, was presented via Zoom by our President, Michele Davis. An informative overview of wills and estates law practice, packed with both technical and practice guidance, this webinar proved to be a “must-listen” for legal professionals across the board – from early career lawyers, through to seasoned professionals.

Michele Davis is our resident, self-proclaimed succession law nerd. Michele has over 10 years of practical experience, specialising exclusively in wills and estates law and has completed postgraduate studies in wills and estates law. She now teaches and leads in both the Masters of Wills & Estates and Estate Planning at the College of Law.

The webinar highlighted the difficulties associated with commodification and digitalisation of wills (such as will kits, and online wills), and the associated traps and complexities. Thankfully, Michele was able to share some helpful “tips and tricks” to guide us through some of the challenges that arise.

There were three key “Tips and Tricks” to be taken away from the webinar, and which were particularly useful for those who may not be familiar with wills and estates law practice. These were:

1. The importance of understanding that ‘wills’ and ‘estate planning’ are separate services and not interchangeable terms.

Please see the table below for a detailed comparison.

2. That we should all be advising our client’s of the importance of having a plan: “By failing to prepare, you prepare to fail” – Benjamin Franklin

Michele shared the “all-too-common” story of the client who claims to not care about having a will or estate plan in place, because once they pass ‘they won’t care, because they will be dead!’

It is important for practitioners and clients to understand that engaging in wills or estate planning is all about preparing and equipping the client’s family with the tools to manage their affairs once they are gone. Michele discussed how losing a loved one can be hard enough, without adding further complexities for the family that come without a will and an estate plan in place. This includes: applying for letters of administration, carrying on a business or worrying about what the client intended to do with family heirlooms.

3. The importance of recognising that a will is rarely simple and it is best to refer the work to a specialist

In this webinar, Michele shared her experience that in practice, a will is rarely ever ‘simple’ and can easily be complicated by a range of factors, including, but not limited, to:

  • Assets that do and do not form part of the estate;
  • Vulnerable beneficiaries;
  • Testamentary trusts; and
  • Superannuation.

Michele warned of the risks to practitioners of treating wills as a ‘simple’ service which can be ‘tacked on’ to the advice they are already providing in another area of law and that there are often hidden complexities requiring specialised advice.

It is vital that lawyers take great scrutiny in preparing a will, by undertaking a detailed review of the client’s family and financial background. This can include (but is not limited to) a review of the client’s family tree and any business structures the client may own or be involved in (such as companies or trusts), any holdings and/or superannuation documentation to ensure that any advice provided is personalised and that clients are fully informed of any risks.

Wills and estates law practice is a highly interesting, thought-provoking and complex area of law. We are thankful to Michele for presenting on this topic and imparting her years of study, practical experience, knowledge and wisdom with us.

Here at the Logan and Scenic Rim Law Association Inc, it is part of our mission to encourage, support and contribute to the sharing of knowledge and professional development among members. That is why since our inception, we have made legal education a core part of our offering to our members. We are pleased and excited to let you know there will be more CPD webinar events to come in future.

If you missed the event, or if you were there but want to listen again, have no fear because we have recorded the whole event especially for our members! If you’re already a member, click here to request a copy. If you’re not a member, what are you waiting for?! Sign up today to take advantage of our great resources, events and friendly group!

We look forward to seeing you at our next event! See below for more details!

Upcoming Events – Click Here to RSVP

LSRLA Wednesday Wellness Breakfast

On Wednesday, 15 September 2021 the Logan and Scenic Rim Law Association Inc (LSRLA) hosted their second Wednesday Wellness Breakfast. Created in 2021 by the committee as an event for members as a mid-week mingle, this breakfast was no different and filled with great company, food and laughs.

Here at the LSRLA, we strongly support health and wellness within the legal community. The Wellness Wednesday Breakfast gives local professionals the opportunity to connect with others and take a breather from the hustle and bustle of everyday working life. A debrief over a coffee helps keep us going during these busy and trying times.

There was a fantastic turnout of wonderful legal professionals from the local community for the event. Everyone was in high spirits and the breakfast table was packed with interesting and thought-provoking conversation.

We were grateful and honoured to have Beenleigh District Court judge, the Honourable Justice Craig Chowdhury, in attendance at the Wellness Wednesday Breakfast. Justice Chowdhury kindly offered his insight into practicing law within our local district, and we learnt about the vast geography covered by the district!

There was something for everyone at the Wellness Wednesday Breakfast. We even had our own custom-decorated cookies with our logo on them!

We are excited and looking forward to our next Wellness Wednesday Breakfast on 11 May 2022. We would love to see you and your colleagues there! RSVP here: https://lsrla.org.au/rsvp/

#LSRLAInc #Logan #ScenicRim #Lawyers #Queensland #Wellness #Coffee #supportlocal #Cookies

Wellness Wednesday Breakfast – 19 May 2021

This event has been cultivated by our lovely committee as a way of helping people reconnect, have a chat among friends and enjoy the company

About this Event

Please join us for our first Wellness Wednesday Breakfast.

This event has been cultivated by our lovely committee as a way of helping people reconnect, have a chat among friends and enjoy the company of your legal tribe.

Your wellness is absolutely critical to being your best self and sometimes we all just need a bit of a time out. Let this brekky event be your time out.

In a wonderful surprise, it appears our excitement is also shared by some of the members of our judiciary from Beenleigh who will be joining us for our brekky.

Please join us.

Event details:

  • Date: Wednesday, 19 May 2021
  • Time: 7:30am
  • Place: Michel’s Patisserie, Cornubia
  • Cost: Pay your own way
  • RSVP: By 16 May 2021 (so we can secure a space for the right number!)

We would love to see you there!

Modern Marketing Tips for Lawyers

Join us for our next event on Modern Marketing Tips for Lawyers.

In the disrupted and fast evolving world of legal practice, marketing for law firms is not what it used to be.  To be visible to our public, we need to be delivering our firm message to prospective clients via a range of different means and opportunities.

This event is designed to breakdown some of the more common methods of delivering this message in today’s modern age and will touch on the following:

  • To Facebook or not to Facebook
  • LinkedIn and professional profiling
  • Social media posting; frequency and content
  • Website content and online engagement tools
  • Blogging and article writing
  • Getting involved – networking and events

Our presenter is our very own Founding President, Michele Davis.  Michele is a self-confessed succession nerd who has always been a very active participant in the new world of online engagement, networking and relationship building.  Michele has worked within varying legal environments, including mid-tier law firms to micro-law firms in both CBD and non-CBD firms, and each time was heavily involved in marketing for the firm and her practice group.  Michele is the founder of the very successful Australian Succession & Elder Lawyers LinkedIn Group which now boasts over 1,500 members across the country and is a legal blogger with her own blog at www.micheledavis.com.au.  Michele is also a regular speaker having presented for various conference producers, including Queensland Law Society, Legalwise, Television Education Network and The Tax Institute and also writes, on an ad hoc basis, for CCH Thomson Rueters and Legalwise publications.

The Logan & Scenic Rim Law Association Inc is proud to offer this event to members for FREE.  If you’re not a member yet, please head over to our membership page and make your application today.  If you’re not a member but still want to come along, please contact us directly by email hello@lsrla.org.au.

Event details:

Time: 5:30pm

Date: Thursday, 10 October 2019

Place: Logan Hyperdome Library, 66-70 Mandew Street, Shailer Park, Queensland.

RSVP: COB, Monday 7 October 2019.

Light refreshments will be provided.

Click here to register.

We look forward to seeing you there!

Logan & Scenic Rim Law Association Inc.

Notice of Annual General Meeting and Amazing 10-course dinner banquet

Please join us for the Logan & Scenic Rim Law Association’s

3rd Annual General Meeting and amazing 10-Course Dinner Banquet

19 July 2019

All Assets Appraisals

Proudly sponsored by All Assets Appraisals

Notice of Annual General Meeting

We are pleased to invite you to join us for an amazing 10-course Dinner Banquet, with a side order of AGM business to celebrate our third year bringing our legal community to life.

In the normal course of AGM business, we will be covering:

  • Year in Review – 2018/2019
  • What’s next: Overview of the 2019/2020 year ahead
  • Committee and Office Bearer Election
  • General Business including the incorporation of the LSRLA

Nomination of Office Bearers and Committee Members
Each year, our office bearers and committee are re-energized with fresh faces to bring new life to our community.

If you wish to nominate yourself or another person for a position with the Committee, you can do so online by completing the online nomination form.

Valid nominations must be received by no later than Friday 5 July 2019 to be considered at the AGM. Nominee names will be circulated to the membership on Friday 12 July 2019, being 7 days prior to the AGM.

Other General Business
If you have any orders of general business that you wish to add to our agenda for the evening please send us an email to hello@lsrla.org.au before the RSVP date.

This is a wonderful opportunity to give us your views on what you want from your Logan & Scenic Rim Law Association and help us take the right direction for you.

The event details are as follows:

Date:  19 July 2018
Time: 5:30 – 9:30pm
Place:  Springwood Garden Chinese and Vietnamese Cuisine, 9 Murrajong Street, Springwood, Qld
RSVPBy COB 5 July 2018 

Price includes dinner, wine, beer and soft drinks
Cost for members $30.00 per person (Member price)
Cost for non-members: $40.00 per person (Non-Member price)
Payment can be made to BSB 633-000 Account number 158 825 398 (please use your surname as your deposit reference)

We look forward to seeing our members together for what is set to be a wonderful evening.

The Logan & Scenic Rim Law Association Committee

SPECIAL EVENT: Breakfast with the Judiciary – 19 May 2019



Logan & Scenic Rim Law Association is proud to present our first ever Breakfast with the Judiciary on Sunday, 19 May 2019.

Members and their partners are invited to attend an indulgent hot and cold buffet breakfast, showcasing the best in seasonal, regional produce at the picturesque Sirromet Winery. The session will provide a rare opportunity to hear from members of the bench and for members to have the opportunity to ask questions of them.


Justice Martin Daubney AM of the Supreme Court

Judge Michael Jarrett of the Federal Circuit Court

President Fleur Kingham of the Land Court

Judge Craig Chowdhury of the District Court at Beenleigh

Magistrate Jane Bentley of Beenleigh Magistrates Court

Acting Magistrate Paul Byrne of Beenleigh Magistrates Court

Wayne Cochrane, Member of the Land Court

Paul Smith, Member of the Land Court

Date: Sunday, 19 May 2019
Time: 8:00am – 10:00am
Place:  Restaurant Lurleen’s, Sirromet Winery
850 Mount Cotton Road, Mount Cotton Qld 4165
Member price: $25.00 per member
Non-Member price: $35.00 per person
RSVP: COB 3 May 2019

Purchase your ticket(s) NOW by making payment to:

BSB: 633 000
Account: 158 825 398
Ref: Your full name

Spaces are very limited so be sure to secure your ticket(s) today to avoid missing out!

Not a member or need to renew your membership?
Become a member by clicking on our Membership page to send in your application.

Already a member, but need to renew your membership? Email hello@lsrla.org.au with your full name, association (if applicable) and the type of membership you seek (full, associate or student) and we will email a membership invoice to you.

Membership benefits include discounted tickets to attend our exciting upcoming functions, including:

– Breakfast with the Judiciary
– Our AGM with a Chinese banquet
– Christmas trivia event with an American style banquet
– Beenleigh Rum Distillery tour and lunch
– Three free CPD events
– Bi-monthly social drinks

EVENT: Ethics of Social Media for Law Firms – 21 February 2019

The Logan & Scenic Rim Law Association is proud to present a very worthwhile topic for the law firms of today; Ethics of Social Media for Law Firms.

This is a FREE event for our members.

We are pleased to have Les Power, legal practice director and head of litigation and dispute resolution at Wilson Lawyers, present for us on this topic. Les is a sought after presenter on ethics, property and commercial law, and professional responsibility topics for a range of conference producers, including Queensland Law Society and Legalwise.  Les has more than 20 years in private practice and is an accredited specialist in commercial litigation.  Having spent his early career as an articled clerk in Charters Towers and spending many more of his more recent years in the inner suburbs of Brisbane, Les has a unique understanding of the challenges of practice facing practitioners in both regions and the CBD. Known by his peers as their go-to ethics man, Les is a senior practitioner who prides himself in supporting and advocating for an ethical and well-regarded profession.

The practice and business of law is a different place than it was 10 years ago, and 20 years before that. We are all marketing ourselves differently and through a platform that can be both exciting and treacherous. Come along to our Ethics event to learn more about how you can be engaging with social media platforms in the best way for your practice. This is also a great opportunity to network with your local legal community.

The event details are as follows:

Date: Thursday, 21 February 2019
Time: 5:30pm
Venue: Logan North Library, Cnr Sports Drive and Springwood Drive, Underwood, Qld
RSVP: By COB 18 February 2019 via Eventbrite Ticketing system (link below)
Cost: FREE!
Light refreshments will be provided.

We look forward to seeing you there!

The Logan & Scenic Rim Law Association Committee


LOOKING TO VOLUNTEER? Check out this news from our friends at South West Brisbane Community Legal Centre:

“South West Brisbane Community Legal Centre is seeking admitted lawyers who wish to volunteer to provide free legal advice to people in our community.

The advice sessions will take place at our office in Inala Plaza on Thursday evenings from 6:00 pm until 8:30 pm in 2019. We may add additional volunteer advice sessions according to volunteer availability.”

You can check out the post on their website here.


Every practice needs it; an Update on Key Risk Management Issues for Practices Today

We’ve just released the details and invitations for our members to attend our upcoming event:

Update on Key Risk Management Issues for Practices Today,
– presented by Lexon Insurance.

The event is proudly sponsored by the amazing KEF Accounting and the Logan & Scenic Rim Law Associate expresses it’s sincerest gratitude to KEF Accounting for helping bring such an essential professional development event to our members.

This event is a must for all our practitioners across our regions. In an ever-changing industry, risk management issues are an essential consideration for any practice of any size or location.

We’d love for you to join us at the event.  The event details are:

Date: Thursday, 13 September 2018
Time: 6:00pm
Location: Logan North Library, Cnr Sports Drive & Springwood Drive, Underwood Qld
Cost: FREE!
Light refreshments will be provided.


We look forward to seeing you there!


Upcoming Events for 2018/2019

Well, our committee has come together to plan a great 2018/2019 events calendar.  Our members will receive more details as the events come to fruition.

A snapshot of our events are below. If you’re not yet a member, this is the perfect time to join us.  You can submit your membership application here.  In the meantime, here are some of the event details:

2nd Annual General Meeting and Dinner Banquet – Friday, 20 July 2018, 6pm Venue:  Springwood Gardens Chinese & Vietnamese , 15 Murrajong Road, Springwood, Qld
Proudly sponsored by Hemmant’s List: The right Barrister, for the right brief.

Update on Key Risk Management Issues for Practices Today – Thursday, 13 September 2018, 6pm
Presenter:  Lexon Insurance
Venue: Logan North Library, Cnr Sports Drive and Springwood Road, Underwood  Qld
Proudly sponsored by KEF Accounting

End of Year Celebrations – Friday, 30 November 2018, 6pm
Venue: The V Hotel, 6202 Mount Lindsay Hwy, Veresdale Qld

Ethics Presentation – Thursday, 21 February 2019, 6pm
Presenter:  Shane Budden, Ethics Solicitor, Queensland Law Society
Topic:  To be confirmed
Proposed venue: Logan North Library, Cnr Sports Drive & Springwood Road, Underwood Qld

We look forward to seeing you at our next event!

Logan & Scenic Rim Law Association Committee