This session was recorded on 12 March 2024 as part of the Elder law, wills and probate: One day intensive – live webinar.

Give me a sign: a case law update on informal wills – Jennifer Vuu, Senior Associate, HWL Ebsworth Lawyers 

This session will cover: 

• What constitutes an informal will 
• The power of the Court to dispense with the formal requirements for wills 
•  The rise of online documents and other emerging trends in the digital age 
• Practical tips and tricks 

Join presenter Margaret Pringle as she examines complex trust issues, covering topics that include the construction and amendment of trust deeds and cy-près applications. The session will also cover the application of Part 3, Division 3 of the Trustee Act 1925 (NSW) and will also look at applications for judicial advice under section 63.

This session was recorded during the Specialist Accreditation Conference 2023.

This recorded webinar was originally part of the Elder Law, Wills & Estates one day intensive 2021.

Topics include:

• Electronic Witnessing of estate planning documents 
• The traditional methods
• The new measures 
• Practical application of the new measures

This recorded webinar was originally captured during the Specialist Accreditation conference 2021 - Wills & Estates stream. 

This session covers the following issues:

• The problems created for Indigenous people (including the burgeoning Indigenous middle class) by the mainstream succession law
• New intestacy provisions for Indigenous people in NSW
• Drafting culturally appropriate wills - tips and traps

This session will look at what is necessary, in an electronic age, to constitute an informal will, and considers what constitutes a “document”. Presenter Anthea Kennedy will also consider the importance of the deceased’s intentions when considering an informal document, the role of computer experts in cases when determining the existence of a will, and the part played by interim and stop gap wills.  In examining these issues, the session will focus on relevant legislation and recent Court decisions.

 This session was recorded during the Specialist Accreditation Conference 2023.

This session will look at common and unusual claims against solicitors who draft wills, consider some lessons to be learnt from the recent case of Talbot & Ors v Boyd Legal (A Firm) & Ors [2023] QSC 8, and explore ways to minimise the risk of claims in a will drafting practice.

This session was recorded during the Specialist Accreditation Conference 2023.

In this session, The Honourable Philip Hallen will cover a variety of topics relevant to Succession List matters. His Honour welcomes interaction with attendees, so please come prepared with your topics or questions.

This session was recorded during the Specialist Accreditation Conference 2023.

These sessions were recorded on 17 and 18 August 2023 as part of the Specialist Accreditation Conference - Wills and Estates stream.

Hear from specialists and experts across the profession on a wide range of topics relevant to your practice.

Topics include:

• Practice and procedure in NCAT’s Guardianship Division: Practising in a protective jurisdiction
• Managing risk in a will drafting practice
• Taxing times for non-resident beneficiaries in the estate plan: A thorn in the side?
• Complex trust issues
• The cognitive mechanics of elder abuse
• Probate and Family Provision claims: Do's and dont's
• Financial elder abuse in the context of succession law
• Informal and interim wills
• Considerations when entering into aged care contracts
• Special administration - practice and procedure
• Distinguishing concerns about client vulnerability, competence and decision making capacity

This session was recorded on 12 March 2024 as part of the Elder law, wills and probate: One day intensive – live webinar.

The ins and outs of testamentary trusts – Stephen Lynch, Director, Sommerville Legal

Testamentary trusts are an invaluable estate planning tool, but it is critical that you get them right. This session will cover all the dos and don'ts of testamentary trusts, including: 

• The pros and cons of testamentary trusts 
•  The best way to incorporate testamentary trusts into a will 
•  Capacity and ‘knowledge and approval’ issues Income tax, stamp duty and CGT
•  Common pitfalls including variation clauses, changes in trustee and the foreign person rules 

This session was recorded on 12 March 2024 as part of the Elder law, wills and probate: One day intensive – live webinar.

Wills and superannuation benefits: tax implications and other issues – Mimi Su, Principal, Matthews Folbigg Lawyers

In this session Mimi Su will examine complex issues surrounding superannuation benefits in wills and estates matters.