Wills and Estates Disputes
Issues covered include: The Family Provision Act, The Adult Child as a Family Provision Claimant, Family Provision Claims in Blended Families:, Other Estate Litigation Cases and the Takeaways for Your Practice
Description
It’s critical that you’re on top of the latest cases and the most effective strategies and procedures for all of your disputed estates matters. Our panel of experts will provide you with key strategies for challenging a will, conducting family provision claims for blended families and so much more.
Attend and earn 4 CPD points in Competency Area 4: Substantive Law
Chair: Heinrich Moser, Barrister, WA Bar
9.00am to 10.00am: Challenging the Will: The Family Provision Act
- What are the common mistakes when challenging a will?
- Section 21A Family Provision Act: A weapon or a trap?
- Costs: Will the estate always pay?
- Offers of compromise
Presented by Leo Tsaknis, Barrister, Francis Burt Chambers; Recommended Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2018
10.00am to 11.00am: The Adult Child as a Family Provision Claimant
- Recent developments and examples
- Quantification of claims
- Best practices and dangers, in managing the disappointed adult child
Presented by Peter Nevin, Partner, Taylor Smart Lawyers and Notaries; Leading Wills & Estates Litigation Lawyer and Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2019
11.00am to 11.15am: Morning Tea
11.15am to 12.15pm: Quantification of Family Provision Claims in Blended Families: A Comparative Law Approach
- The standing of stepchildren in FPA claims
- The difficulty in identifying the asset pool: What part of the estate should the order for provision be made?
- The partitioning approach
- The treatment of financial and non-financial contributions
- Examples of provision for step children in Australia
Presented by Craig Gregson, Practice Director, Gregson & Associates; Leading Wills & Estates Litigation Lawyer and Recommended Wills, Estates & Succession Planning Lawyer, Doyle’s Guide 2019
12.15pm to 1.15pm: Other Estate Litigation Cases and the Takeaways for Your Practice
Identify recent estate litigation cases that are significant, analyse their facts and their outcomes, and consider how to apply their lessons to your matters.
Presented by James Sippe, Barrister, Fourth Floor Chambers
Venue
Mercure Perth
Level 1, 10 Irwin St
Perth 6000
WA
Australia