Wills and Estates Symposium
Do you want to take your wills and estates practice to the next level? Hear from some of Sydney’s leading practitioners on highly relevant topics and issues to develop your practice in 2018 and beyond. The morning session include five hot topics in estate planning and administration. The afternoon is not to be missed as five star practitioners give you guidance on disputes (including resolving them early) and court applications.
Register your interest now!
Description
Attend and earn 7 CPD units including:
5 units in Substantive Law
2 units in Professional Skills
This symposium was recorded in NSW on 23 November 2018
Session 1
Estate Planning and Administration Hot Topics
Chair: Gerard Basha, Partner, Bartier Perry; Accredited Specialist in Wills and Estates Law; Leading Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer; Doyle’s Guide 2017
9.00am to 9.05am Opening Comments by the Chair
9.05am to 9.50am: Mutual Wills: Estate Planning’s Elephant in the Room
- Why use them?
- What is the law relating to them?
- Matters to consider and problems to recognise in making them
- Other relevant aspects
Presented by Mark Squire, Principal, Boulton Julian Squire Solicitors; Lecturer, UTS, Contemporary Business Law
Professional Skills
9.50am to 10.35am: Financial Structuring and Estate Planning
- Planning: maximising the benefits to beneficiaries
- Administration: opportunities in the administration phase
- Scenario analysis: financial implications of court decisions and settlement agreements
Presented by Genene Wilson, Principal Financial Adviser, Finesse Advisers Pty Ltd
10.35am to 11.20am: Acting for the Executor
- Examining the duties of the executor
- Disputes between executors and beneficiaries
- Cases involving issues faced by executors in the administration of estates
Presented by Anthea Kennedy, Partner, Teece, Hodgson & Ward; Preeminent Wills & Estates Litigation Lawyer and Leading Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2017
11.20am to 11.35am Morning Tea
11.35am to 12.20pm: Estate Administration: Tricks and Traps
- Some recent examples of tricky estate administration issues and how they could be or were resolved
- What assets form part of the estate
Presented by Monica Ross-Maranik, Consulting Principal, Keypoint Law; Recommended Wills, Estates & Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2017
12.20pm to 1.05pm: Capacity and Instructions: When Your Client is not in Their Perfect Mind
- Wills and powers of attorney: assessing capacity in accordance with the relevant tests
- Alternative mechanisms for when you are unable to obtain instructions
- Taking instructions so as to avoid criticism from the court
Presented by Lauren Gidley, Senior Associate, Glass Goodwin; Accredited Specialist in Wills and Estates Law; Wills, Estates & Succession Planning and Wills & Estates Litigation Rising Star, Doyle’s Guide 2017
1.05pm to 1.15pm Final Q&A and Closing Comments by the Chair
Session 2
Estate Litigation
2.00pm to 2.45pm: Informal Wills: If it Quacks Like a Duck, Swims Like a Duck and Looks Like a Duck, it Probably is a…
- What is a will?
- Legislative provisions regarding informal wills
- Recent cases
Presented by Colin Hodgson, Barrister, 13 Wentworth Selborne Chambers; Leading Wills & Estates Litigation Barrister, Doyle’s Guide 2017
Professional Skills
2.45pm to 3.30pm: Resolving Disputes Early
- Narrowing the issues in dispute
- How to be outcome focussed
- Dealing with relationship and financial baggage
- Valid agreements to resolve disputes
Presented by Raoul Wilson SC, Eighth Floor Wentworth Chambers; Leading Estates Litigation Senior Counsel, Doyle’s Guide 2017
3.30pm to 3.45pm Afternoon Tea
3.45pm to 4.30pm: Applications for Interim Distributions
- Part 54 Uniform Civil Procedure Rules 2005
- Recent case law
- Practical tips
Presented by Despina Christofis, Fourth Floor Selborne Chambers; Recommended Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2017
4.30pm to 5.15pm: Applications to the Court for Judicial Advice
- Jurisdictional considerations
- Purpose and effect: the High Court’s decision in The Macedonian Church case
- Procedural requirements
Presented by Nicholas Bilinsky, Barrister, 12 Wentworth Selborne Chambers; Leading Wills & Estates Litigation Barrister, Doyle’s Guide 2017