Family Provision Claims Forum
Issues covered include: Court of Appeal decisions, blended families, national estates, assessing quantam,
Description
Family provision claims are on the rise. Don’t miss this chance to work through a range of comprehensive and focused sessions tackling the key issues facing all wills and estate disputes practitioners. You won’t find a more in-depth and useful guide to family provision claims anywhere else
Attend and earn 7 CPD hours including:
5 hours in Substantive Law
1 hour in Professional Skills
1 hour in Practice Management & Business Skills
This conference was recorded in NSW on 5 September 2019
Session 1
Family Provision Claims – Your Essential Guide
Chair: Richard Neal, Partner, Teece Hodgson & Ward; Accredited Specialist in Wills & Estates Law; Preeminent Wills & Estates Litigation Lawyer, Doyle’s Guide 2018; Preeminent Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2018
9.00am to 10.00am: 2019 NSW Court of Appeal Decisions on Family Provision
An essential examination of recent decisions from the Court of Appeal, including the key principles and the practice and procedure learnings that they provide you to immediately include in your practice.
Presented by Dr Hayley Bennett, Barrister, New Chambers; Recommended Wills & Estates Junior Counsel, Doyle’s Guide 2018
10.00am to 11.00am: Blended Families and Family Provision Claims
- Claiming against parent: accelerated inheritance and the wrath of the step-parent
- Claiming against step-parent: eligibility, member of household and dependence
- Step-child as beneficiary: plaintiff claims more than their parents’ ‘share’
- Mutual wills
- Section 95 releases against a step-parent’s estate
Presented by Therese Catanzariti, Barrister, 13 Wentworth Selborne Chambers; Recommended Wills & Estates Junior Counsel, Doyle’s Guide 2018
11.00am to 11.15am Morning Tea
11.15am to 12.15pm: A Practical Guide to Notional Estates
- Property that may be the subject of a notional estate order
- Clawback provisions
- Timing of transfers and restrictions on notional estate orders
- How to prevent a family provision claim: failing to plan is planning to fail
Presented by Alun Hill, Barrister, Chalfont Chambers; Recommended Wills & Estates Junior Counsel, Doyle’s Guide 2018
12.15pm to 1.15pm: Assessing the Quantum of a Family Provision Claim
- Need or want?
- The reducing effect of estrangement
- How big is a fund for contingencies?
Presented by Vicki Hartstein, Barrister, Chalfont Chambers
Session 2
Practice and Procedure in Family Provision Claims
2.00pm to 3.00pm: Rights of Beneficiaries in Family Provision Legislation
- Separate representation
- Adjustment of the burden of provision
- Disclosure of circumstances
Presented by Raoul Wilson SC, Eighth Floor Wentworth Chambers; Leading Wills & Estates Senior Counsel, Doyle’s Guide 2018
Professional Skills
3.00pm to 4.00pm: Family Provision Practice and Procedure: Essential Aspects
- Institution of proceedings
- Plaintiff’s affidavit
- Defendant’s affidavit
- Alternative dispute resolution
- Settlement and orders
Presented by John Armfield, Barrister, 2nd Floor Wentworth Chambers; Preeminent Wills & Estates Junior Counsel, Doyle’s Guide 2018
4.00pm to 4.15pm Afternoon Tea
Practice Management & Business Skills
4.15pm to 5.15pm: Dealing with Clients in Distress: Managing Your Estate Disputes Practice
- How to manage a client’s emotional situation while delivering effective advice
- Managing your response to stressful situations that you are exposed to in practice
Presented by Elizabeth Windsor, Barrister, Christoph Liedermann, Barrister, Chalfont Chambers and Alex Jenkins, Consultant Psychologist, Alex Jenkins & Associates
Venue
Cliftons Sydney
Level 3, 10 Spring Street
Sydney 2000
NSW
Australia
Directions
Nearby Public Transport:
Train Stations - Wynyard 400m OR Martin Place 500m
Bus Interchange - Clarence Street 450m
Ferry - Circular Quay 1.2km
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