Area of Interest: Wills and estates law

In the morning, speakers will provide important updates on family provision claims and lessons on informal wills.

In the afternoon, speakers will provide practical insights on estate planning and administration of the estate. A unique look at some notable Wills and Estates cases will round off this session.

CPD units: Seven and a half (7.5)
Knowledge area: Substantive law
Cost: $693 - $770

Keynote address - practice and procedure within the family provision list

Topic 1: Family provision update - review of 2018 Court of Appeals decisions

• Harris v Harris [2018] NSWCA 334
• DJ Singh v DH Singh and Others [2018] NSWCA 30
• Spata v Tumino [2018] NSWCA 17

Topic 2: Informal wills – lessons from the cases

• What is a document? Writing on walls, audio tapes, wills on computers, video wills
• Establishing that the deceased intended it to operate as a will
• The status of instructions
• Stop gap wills
• Suicide notes

Topic 3: Managing risks for executors

• Executors' role, duties, rights and responsibilities
• Solicitor executors, beneficiary executors and conflicts of interest
• Negligence claims against solicitors advising executors

Topic 4: Superannuation claims staking - Defending and attacking

• What is relevant and irrelevant in a super death benefit
• How do you manage a super claim
• Guiding the self-managed super trustee's death benefit decision
• Shaping super

Topic 5: High net worth succession: Aiming for an enduring holistic solution

• A Framework for a family succession review and family governance
• Who will control family entities most effectively? Companies, Trusts, Foundations
• Preparing families for future accountabilities: fiduciary roles and investment management
• Asset protection and litigation mitigation: how far is enough?
• Collaborative advice: who needs to be around the table now and in the future

Topic 6: A funeral, a cremation, a crook and his lover
Funeral fights, burial brawls, ashes agony, and sperm surprises - in the 21st century there is no shortage of cases you hope you never have to conduct.

Chair:
Richard Neal, Accredited Wills and Estates Law Specialist and Partner, Teece Hodgson and Ward Solicitors

Speakers:
The Honourable Justice Philip Hallen, Equity Division, Family Provision List, Supreme Court of NSW
Hayley Bennett, Barrister, New Chambers
John Armfield, Barrister, Second Floor Wentworth Chambers
Jen McMillan, Accredited Wills and Estates Law Specialist and Legal Practice Consultant, Lawcover
Peter Bobbin, Principal, Argyle Lawyers
Peter Whitehead, Senior Director Trustee, Mutual Trust
Lindsay Ellison SC, Barrister, Wardell Chambers

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