Estate Administration and Probate Proceedings
Issues covered include: Supreme Court of New South Wales, Service of Notices in Probate, Affidavit of Service, Grants of Probate and Administration, Letters of administration on intestacy, Special and limited grants, Taxation, executor and trustees, stamp duty, foregin estate, income tax, Probate case update decisions.
Description
In one morning catch up on everything you need to know about the seemingly simple and the definitely not so simple areas of estate administration and probate. Delve into the intricacies and edge cases surrounding service of notice that are often misunderstood. Sharpen your practice on grants of probate and administration. Consider tax issues that can be deceptively complex. Prepare yourself to expertly handle each of these issues so you aren’t left trying to explain to a client how everything went so wrong.
Attend and earn 4 CPD units including:
3 units in Substantive Law
1 unit in Professional Skills
This seminar was recorded in NSW on 19 June 2019
Chair and Commentary: Louise Brown, Registrar in Probate, Supreme Court of New South Wales
9.00am to 10.00am: Service of Notices in Probate Proceedings
- The circumstances in which various types of notice need to be served in probate proceedings
- The various types of notice, (including comparison with Notices of Claim in family provision proceedings)
- Determining which party needs to serve a notice and who needs to be served
- Methods of service
- Completing an Affidavit of Service and the Form 151 Affidavit Confirming Service of Notice of Proceedings
Presented by Bruce Townsend, Barrister, Chalfont Chambers
Professional Skills
10.00am to 11.00am: Effective Practice and Procedure on Different types of Grants of Probate and Administration
- General Grants of Probate: issues that arise including executor’s neglect to prove will, renunciation, death of executor and lost will
- Letters of administration on intestacy and with the will annexed
- Informal documents
- Special and limited grants including minor beneficiaries; to protect the estate and litigated estates
Presented by Paul Evans, Partner, Makinson d'Apice Lawyers; Preeminent Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2018; Accredited Specialist in Wills and Estates Law
11.00am to 11.15am Morning Tea
11.15am to 12.15pm: Estate Administration and Taxation
- When are executor and trustees exposed to income tax?
- Is there an exposure when the estate is a foreign estate?
- Who is burdened with the tax cost?
- Is stamp duty an issue?
Presented by Ken Schurgott, Solicitor–Director, Schurgott & Co Lawyers
12.15pm to 1.15pm: Roundup of Recent Probate Decisions
In this session, you shall review recent probate cases, consider their significance, and explore the practical takeaways that will impact your clients and your practice.
Presented by Margaret Pringle, Barrister, Chalfont Chambers; Leading Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2018
Venue
Cliftons Sydney
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia