Succession Law Symposium - Recorded in March 2020, NSW
Issues covered include: COA decisions, quantum, family provision, estate administration, estate taxation, discovery, distressed clients
Description
What matters might arrive at your doorstep? Complex taxation issues in estate planning? A convoluted family provision claim? A distressed client creating a stressful situation? Be prepared to handle all of them. Plus, hear from the Senior Deputy Registrar of Probate and gain your CPD compulsory units all in one unbeatable conference. This is a must attend for all lawyers practising in wills and estates law..
Attend the full day and earn 7 CPD units including:
4 unit in Substantive Law
1 unit in Ethics & Professional Responsibility
1 unit in Practice Management & Business Skills
1 unit in Professional Skills
Session 1
Succession Law Update
Chair: Raoul Wilson SC, Eighth Floor Wentworth Chambers; Leading Wills & Estates Senior Counsel, Doyle’s Guide 2019
9.00am to 9.05am Opening Comments by the Chair
9.05am to 9.50am: Keynote Address: Hear from the Court
Presented by Irina Hoskinson, Senior Deputy Registrar, Supreme Court of New South Wales
9.50am to 10.35am: 2019 NSW Court of Appeal Decisions in Succession Law
Examine significant recent decisions from the Court of Appeal and learn key principles, practices and procedures that you can immediately include in your practice.
Presented by Dr Hayley Bennett, Barrister, New Chambers; Recommended Wills & Estates Junior Counsel, Doyle’s Guide 2019
10.35am to 10.50am Morning Tea
10.50am to 11.35am: 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
11.35am to 12.20pm: Estate Administration Advanced Strategies
- Grants: Do you need one and what do you include?
- Challenging issues in obtaining a grant
- Role of the LPR and renunciation
- Strategies for dealing with beneficiaries
- Construction of gifts
Presented by Monica Ross-Maranik, Consulting Principal, Keypoint Law; Accredited Specialist in Wills and Estates; Recommended Wills, Estates and Succession Planning Lawyer and Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2019
12.20pm to 1.05pm: Estate Taxation: What You Need to Know
- 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
1.05pm to 1.15pm Final Q&A and Closing Comments by the Chair
Session 2
CPD Compulsory Units for Wills and Estates Lawyers
Chair: Valentina Stojanovska, Consultant, Sparke Helmore Lawyers
Ethics & Professional Responsibility
2.00pm to 3.00pm: Fact is Stranger than Fiction: Thorny Questions from Robinson v Anthony: The Estate of Colleen McCullough
- The legal practitioner’s duty to the client vs the legal practitioner’s duty to the court
- Seeking help early
Presented by Kim Morrissey, Barrister, William Deane Chambers; 45 years Australian Legal Practitioner
Professional Skills
3.00pm to 4.00pm: Discovery, Subpoenas and Document Disclosure in Probate and Family Provision Proceedings
- Document disclosure in contested probate proceedings: the court’s decision in Re Estates Brooker-Pain and Soulos [2019]
- The Importance of full and frank disclosure in family provision matters; reflections on Gail Patricia Stone v Michael John Stone [2019]
- What is the role of Equity Practice Note 11 in practice?
Presented by Hugh Morrison, Barrister, 13th Floor St James Hall; Recommended Wills & Estates Litigation Junior Counsel, Doyle’s Guide 2019
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, Chalfont Chambers
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 your 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