Advanced Will Drafting Workshop
Following from the popular Will Drafting Workshop for All Lawyers, we invite you to a morning workshop to advance your will drafting skills. At this workshop you will take it to the next level and unpack the knowledge and skills you need to effectively advise on complex issues. Using case studies, legislation, cases and example clauses our experienced accredited specialists will guide you through the strategies, procedures & requirements you need to prepare complex wills. 232N03
Description
Attend and earn 4 CPD units including:
2 units in Substantive Law
2 units in Professional Skills
This program is applicable to practitioners from all States & Territories
During the course of the program, work through step-by-step guides for complex will drafting. 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, you will examine:
- Various testamentary trusts including discretionary trusts, rights of residence, capital protected trusts, protective trusts, superannuation proceeds trusts and special disability trusts
- Unusual circumstances, instructions and clauses including gifts for pets, gifts of shares in companies, gifts of real property, succession of control of trusts and self-managed superannuation funds
- Overseas assets: how to deal with testators with overseas assets
- The interplay of superannuation and the will
- Your legal professional responsibilities
Facilitated 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 and Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2022; Adjunct Lecturer, College of Law
Testimonials
“Very useful and practical advice on how to draft a will”
“One of the best of its type seminars I have attended”
“Content was comprehensive and both presenters were very articulate and engaging”
“Very personable and interesting presenters”
Presenters
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. 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.
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 as part of the Masters of Applied Law (Wills and Estates).
Venue
Cliftons - Spring Street
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia
Parking Information
Parking not included in you registration. Here are some options below.
Secure Park 20 Bond Street - click here for rates
Wilson Park 1 O'Connell Street - click here for rates
Wilson Park 31 Bond Street - click here for rates
Directions
Nearby Public Transport:
Train Stations - Wynyard 400m OR Martin Place 500m
Bus Interchange - Clarence Street 450m
Ferry - Circular Quay 1.2km