Wills and Estates Conference: Updates, Planning & Disputes

Hone your skills and strategies for dealing with disputes and other complex issues that arise in your Wills & Estates practice with this in-depth seminar. Hear a succession update and tips on drafting affidavits in family provision claims. Learn more about promissory estoppel and how constructive and resulting trusts arise. Unpack tips to mitigate legal issues in the administration of complex estates and strategies to deal with elder abuse and removing executors.

Tuesday, 4 June 2024
9.00am to 10.00am Succession Roundup: Latest Developments Over the Past 12 Months

 

  • Legal framework surrounding testamentary capacity
  • Legal tenets for the construction and rectification of wills
  • What you need to know about family provision applications

Presented by Justine Taylor, Principal Director, Uther Webster & Evans; Leading Wills & Estates Litigation Lawyer – NSW and Australia, Doyle’s Guide 2023

10.00am to 11.00am Constructive Trusts and Estoppel 

 

  • Introduction and the equitable claims of Constructive Trusts and Estoppel 
  • Recent case law update 
  • Practice tips and strategies/case preparation 

Presented by Matthew Jones, Junior Counsel, Jack Shand Chambers 

Description

Attend and earn 7 CPD units including:
6 units in Substantive Law
1 unit in Professional Skills

 

This program is based on NSW legislation

Session 1: Legal Updates and Practical Strategies for Managing Disputes

Chair: Justine Taylor, Principal Director, Uther Webster & Evans; Leading Wills & Estates Litigation Lawyer – NSW and Australia, Doyle’s Guide 2023 

11.00am to 11.15am Morning Tea
Professional Skills
11.15am to 12.15pm Avoiding the Perils of Poorly Drafted Affidavits in Family Provision Claims

 

  • Advanced approaches for initiating family provision claims
  • Determining what should or should not be included in an affidavit and the principles guiding material selection
  • Evidentiary factors taken into account by the Court when making a family provision order
  • Admissibility of conversations recorded without consent
  • Recent criticism: use of direct speech in affidavit evidence
  • Full and frank disclosure of financial and material circumstances
  • Expert evidence (valuation, medical or other) in the context of family provision claims

Presented by Asheetha Jelliffe, Partner, Bridges Lawyers; Accredited Specialist in Wills and Estates Law; Preeminent Wills & Estates Litigation Lawyer – NSW, Doyle’s Guide 2023

Session 2: Strategies for Dealing with Elder Abuse, Executor Dynamics and Complex Administration

Chair: Asheetha Jelliffe, Partner, Bridges Lawyers; Accredited Specialist in Wills and Estates Law; Preeminent Wills & Estates Litigation Lawyer – NSW, Doyle’s Guide 2023

2.00pm to 3.00pm Navigating Elder Abuse Claims

 

  • Fiduciary duties within familial relationships 
  • Legal obligations and ethical responsibilities associated with caring for the elderly 
  • Remedies for elder abuse including claims for: 
    • Breach of fiduciary duty and elder abuse in the absence of (where there is a power of attorney) 
    • Unconscionable conduct 
    • Undue influence 

Presented by Monica Ross-Maranik, Consulting Principal, Keypoint Law; Accredited Specialist - Wills and Estates; Leading Wills & Estates Litigation Lawyers – NSW, Doyle's Guide 2023 

 

3.00pm to 4.00pm Navigating Executor Disputes and Challenges: Conduct, Conflict and Removal

 

  • Duties and challenges of executors
  • The distinction between the removal of executors and passing over executors
  • Grounds for the removal of executors: exploring the reasons why executors may be considered unfit and removed from their role
  • Sparring executors: disputes between co-executors
  • Recent cases

Presented by Maree Harris, Special Counsel, de Groots; Recommended Wills & Estates Litigation Lawyer – NSW, Doyle’s Guide 2023

12.15pm to 1.15pm Rights of Minors: Dodging Major Problems in Estate Administration and Disputes

 

  • Complexities surrounding appointing minor executors
  • Protection of a minor's entitlement in a deceased estate
  • Appointment of tutors and Court approval of settlements

Presented by Jennifer Vuu, Senior Associate, HWL Ebsworth; Accredited Specialist in Wills and Estates Law; Wills, Estates & Succession Planning Law Rising Stars – NSW & ACT, Doyle's Guide 2023

4.00pm to 4.15pm Afternoon Tea
4.15pm to 5.15pm Unwinding the Estate Plan: Wrapping up Complex Administration and Mitigating Legal Challenges

 

  • Administering estates involving multiple entities
  • How tax issues can shape the administration plan
  • Dealing with misplaced trust deeds and other trust-related problems
  • Navigating trust vesting and the rule in Saunders v Vautier
  • Best practice for finalising distribution of estates and trusts

Presented by Isabel McLelland, Senior Associate, Teece Hodgson & Ward

Presenters


Asheetha Jelliffe, Partner, Bridges Lawyers
Asheetha was admitted to practice in 2003. She has 20 years' experience in Wills and Estates Law and became an Accredited Specialist in 2011. She is appointed by the Law Society of NSW as a member of the Advisory Committee for Specialist Accreditation in Wills and Estates. Although her main area of practice is in contested estate litigation, including testamentary capacity matters, family provision cases and other trust and estate administration suits, she has utilised that experience in her growing estate planning practice. She also has experience in Elder Law related issues and applying for 'out of the ordinary' grants of probate and letters of administration. Asheetha has been appointed as a Court Appointed Administrator for estates. She is a regular presenter at seminars and workshops in the areas of Wills and Estates law. Asheetha is a member of the Society of Trust and Estate Practitioners. Asheetha has been listed in the 2023 Doyles Guide's lists of Preeminent Estates Litigation Lawyers and Leading Wills Estates and Succession Planning Lawyers in New South Wales.


Jennifer Vuu, Senior Associate, HWL Ebsworth
Jennifer is an Accredited Specialist in Wills and Estates Law (NSW). She is an experienced practitioner in the areas of estate planning, probate and estate administration, estate litigation and trusts. Jennifer advises and works directly with a diverse range of private clients, charitable organisations, insurers, and financial institutions. Jennifer holds a Master of Laws (Applied Law majoring in Wills and Estates) from the College of Law and is a registered Trust and Estate Practitioner with The Society of Trust and Estate Practitioners (STEP). In 2022 and 2023, Jennifer was recognised by Doyle's Guide as a Wills, Estates & Succession Planning Rising Star in NSW & ACT. Jennifer regularly authors articles on succession law and has presented seminars to the profession for The Law Society of NSW, UNSW, STEP and The Blue Mountains Regional Law Society. She is also a consulting editor for CCH / Wolters Kluwer in respect of its Estate Planning & Trusts Law publication.


Monica Ross-Maranik, Consulting Principal, Keypoint Law
Monica is an accredited specialist in wills and estates law in NSW, working predominately in estate litigation, probate, estate administration and estate planning. She has over 25 years’ practise in the field, including extensive experience conducting high profile litigation which she undertakes with compassion and strategic reasoning. Monica’s areas of expertise include: Wills and estate planning, Contested probate litigation, Family provision litigation, Probate and estate administration, Other estate and equity litigation, Trusts and trust litigation, Enduring powers of attorney, Enduring guardianships and Protective jurisdiction advice and litigation including court authorised wills. Monica holds a Master of Laws from Sydney University, and is a current member of the International Society of Trust and Estate Practitioners (STEP).


Justine Taylor, Principal Director, Uther Webster & Evans
Justine is an accredited specialist in wills & estates and has been listed by Doyles as Recommended and Leading Wills & Estates Litigation Lawyer across NSW and Australia. Justine joined Uther Webster & Evans in 2004 and holds a Bachelor of Laws (First Class Honours) and Bachelor of Psychology. Justine is a Principal Director at Uther, Webster & Evans with her primary practice and passion in the area of estate planning and estate litigation, including complex wills, probate, contested estate litigation, protective list applications, general equity, estoppel and trusts.


Isabel McLelland, Senior Associate, Teece Hodgson & Ward
Isabel was admitted as a lawyer of the Supreme Court of New South Wales in 2015, after graduating from the University of Technology, Sydney with a Bachelor of Laws with First Class Honours. Her Honours Thesis was on testamentary undue influence. A large focus of Isabel’s practice is complex estate planning and advice in relation to trusts. She also acts for executors and beneficiaries in relation to estate matters, including probate applications, construction of wills, and estate administration disputes. She has run Supreme Court proceedings for both private clients and charities to resolve trust-related issues and disputes. Isabel has also acted for both plaintiffs and defendants in estate litigation, including family provision and contested probate matters. Isabel has been recognised by Doyle’s Guide in the area of wills and estates, and has won multiple Lawyers Weekly awards. Isabel enjoys sharing wills and estates knowledge with other professionals, clients and the public. She has conducted workshops for charity organisations, as well as for probate registrars and judges of the Supreme Court. Isabel joined Teece Hodgson and Ward in 2022, and acts in both contentious and non-contentious matters relating to wills, estates and trusts.


Maree Harris, Special Counsel, de Groots
Maree Harris holds Bachelor of Laws and Commerce degrees from the University of New South Wales. In 2009, Maree was admitted as a solicitor in New South Wales. Maree is Special Counsel at de Groots wills and estate lawyers in Sydney. Since 2012, Maree has worked exclusively in wills and estates, acting in a range of estate litigation, Probate, estate administration and estate planning matters. Her primary focus has been on estate litigation matters, including family provision applications, contested Probate matters, will validity claims, and estate administration disputes. Maree is on the editorial board of the Wills Probate and Administration Practice (New South Wales) text authored by John de Groot and the Family Provision in Australia text authored by John de Groot and Bruce Nickel. In 2023, Maree completed her collaborative law training. Maree was named in the 2023 Doyle’s Guide as a recommended lawyer in the NSW estate litigation category.


Matthew Jones, Junior Counsel, Jack Shand Chambers
Matthew Jones was called to the Bar in 2020. Matthew regularly appears for executors, trustees and beneficiaries in deceased estate matters. He is recognised for his considered and pragmatic approach to legal problem solving. Matthew has a particular interest in estate matters, commercial litigation and administrative law. In addition to his particular interest in Succession law, Matthew practices in matters of Commercial litigation, Commercial leases, Disciplinary law, Tribunal matters, administrative law, Personal injury, motor accidents and Judicial Review. Matthew Practices in Succession law (Probate, Family Provision, Estate administration and advice and settling Complex estate planning instruments) General Equity Matters, Commercial litigation (Commercial leases and Contractual disputes), Administrative law (Judicial Review, Tribunal Matters and Statutory decision making), Disciplinary matters and Personal injury (Motor Accidents). Matthew also speaks to the Readers on civil litigation.

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Wills and Estates Conference: Updates, Planning & Disputes

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All Sessions
Tuesday, 4 June 2024
9.00am to 5.15pm Australia/Sydney
CPD Points 7
$795.00
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Morning Session
Tuesday, 4 June 2024
9.00am to 1.15pm Australia/Sydney
CPD Points 4
$505.00
$505.00
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Afternoon Session
Tuesday, 4 June 2024
2.00pm to 5.15pm Australia/Sydney
CPD Points 3
$420.00
$420.00
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Venue
Cliftons - Margaret St, Level 13

Level 13, 60 Margaret Street, Sydney

Directions

Closest Train Stations: Wynyard (100m) and Martin Place (700m)

Closest Bus Interchange: Clarence Street (170m)

Ferries: Circular Quay (1.2km)

Parking Information

Parking not included with registration. Possible options:
Met Centre, Jamison StClick here for rates

Amora Hotel - Click here for rates

Secure Park 20 Bond St - Click here for rates