Wills and Estates Basics for Junior Lawyers, Paralegals & Support Staff
Issues covered include: letter writing, wills, Powers of Attorney, NCAT, estate administration, contested probrate, family provision claims
Description
This program has been designed with you in mind. An expert panel will cover the fundamental aspects of some of the fundamental issues for Junior Lawyers, Paralegals, Law Clerks, Legal Secretaries, Administrators and other Support Staff working in wills and estates.
Attend and earn 3 CPD units in Professional Skills
This program is based on NSW legislation
Chair: Paul Evans, Partner, Makinson d'Apice Lawyers; Accredited Specialist in Wills and Estates Law; Preeminent Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2019
2.00pm to 2.30pm: Key Skills in Letter Writing and Etiquette When Addressing Clients
Presented by Paul Evans, Partner, Makinson d’Apice Lawyers
2.35pm to 3.25pm: Wills and Powers of Attorney Fundamentals
- Validity of a will: essential and special clauses you need to understand
- Clauses that should be avoided
- An outline of some of the various duties of attorneys, administrators and other people involved
- Appointment of enduring powers of attorney and guardianship
- Summary of some necessary applications that are made to NCAT
- The function of the NSW Trustee & Guardian and how a complaint may be helpful or necessary
Presented by Robert Monahan, Director, Monahan Estate Planning; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2019
3.30pm to 4.20pm: Administration of Estates: A Broad Overview
Understanding the process of administering an estate including:
- Different applications: Probate and the various forms of Letters of Administration – what they all mean and when they are applicable
- What supporting documentation will you need?
- Common requisitions
- Common form vs solemn form applications
- Estate administration; after the grant is obtained
Presented by Christine Page, Director, David Landa Stewart; Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2019
4.25pm to 5.15pm: Contested Probate & Family Provision Claims: Basics to Practice and Procedure
- Family provision proceedings
- Who is eligible to make a claim under Chapter 3 of the Succession Act?
- How family provision proceedings are commenced and defended
- Family Provision List & case management
- Contested probate proceedings
- Who has standing to make a claim: capacity proceedings
- How contested probate proceedings are commenced and defended
- Probate List, case management
Presented by Hannah Horlin-Smith, Lawyer, Makinson d'Apice Lawyers