Will Drafting Workshop for All Lawyers
Looking to begin or expand your wills and estates practice? Attend this 2-part workshop that will unpack the knowledge and skills you need to effectively draft a will in a variety of circumstances and in relation to a number of asset classes. Using concrete examples, legislation & cases, our experienced accredited specialists will guide you through the strategies, procedures & requirements you need to develop a practical toolkit for your practice. 228N01
Description
Wednesday, 24 August 2022 at 9.00am to 1.20pm (AEST)
Wednesday, 31 August 2022 at 9.00am to 1.20pm (AEST)
On Demand purchases will be available 3 business days after each sessions.
Attend and earn 8 CPD units across 2 sessions including:*
4 units in Substantive Law
3 units in Professional Skills
1 unit in Ethics & Professional Responsibility
This program is applicable to practitioners from all States & Territories
Over two half days, work through step-by-step guides for every stage of the will drafting process. For each stage you will gain high level guidance on:
- In-depth strategies to elevate your drafting
- Example clauses to take away and utilise in your drafting
- Example clauses to avoid & what to do differently
- Case studies into how these concepts play out in practice
Throughout this comprehensive workshop, across two half-days you will examine:
- Taking effective instructions and conducting client meetings
- Identifying and dealing with issues relating to testamentary capacity and undue influence
- Urgent wills
- Essential clauses and will structure
- Common pitfalls and how to avoid them
- Family provision considerations
- Dealing with digital assets
- Estate and non-estate assets
- Wills in anticipation of marriage and divorce
- Wills for blended families and vulnerable beneficiaries
- Drafting issues around particular gifts and testamentary trusts
- Your legal professional responsibilities
Presented by
Marie Brownell, National Manager Estate Administration, Australian Executor Trustees Limited; Accredited Specialist in Wills and Estates Law; Lecturer, University of Western Sydney; Lecturer, College of Law
Josephine Pignataro, Special Counsel, HWL Ebsworth Lawyers Sydney; Accredited Specialist in Wills and Estates Law; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2020; Adjunct Lecturer, College of Law
*Delegates have to attend the two half days program to get the 8 CPD units
Testimonials
“One of the best of its type seminars I have attended”
“Content was comprehensive and both presenters were very articulate and engaging”
“Insightful, practical drafting advice”
“Very clear and very detailed paper”
“Presented in ways that lay or technical audience will understand”
“Very informative and robust discussions by the presenters”
“Very personable and interesting presenters”
“Both presenters were very knowledgeable and presented clearly
Presenters
Marie Brownell
Marie was admitted as a solicitor in 2004 and became an Accredited Specialist in Wills and Estates in 2009. She has worked exclusively in administering and advising clients on estates and trusts matters including duties, rights and responsibilities of executors, trustees and beneficiaries. She works directly with brokers, financial planners, accountants and individuals in providing expert, tailored advice on all aspects of estate planning and estate and trust matters. Marie has previously lectured at University of Western Sydney on Planning for Retirement as part of the Masters degree in Financial Planning. Marie currently lectures at the College of Law in the Estate Planning units in the applied Masters of Applied Law (Wills and Estates) program.
Josephine Pignataro
Josephine was admitted as a solicitor in 2003. She became an Accredited Specialist in Wills and Estates Law in 2009. Her wills and estates practice includes estate planning, contested and uncontested grants of representation, estate litigation and advice work on a range of estate issues. She is trained in collaborative practice and assists clients resolve estate disputes and complex estate planning issues using a hands on, collaborative approach. Josephine has a Masters of Laws from the University of New South Wales. She is also an adjunct lecturer for the College of Law in the Applied Masters of Laws (Wills and Estates) program. She is also proficient in Italian.
Venue
Cliftons - Margaret St
Level 13, 60 Margaret St
Sydney 2000
NSW
Australia
Parking not included with registration. Possible options:
Met Centre, Jamison St - Rates Click here
Amora Hotel - Rates Click here
Secure Park 20 Bond St - Rates Click here