Building on the success of our previous workshops, this program will elevate your proficiency in will drafting. It is designed to give you expertise, providing step-by-step guides for navigating complex issues in testamentary trusts. Unpack the nuances of will drafting, including how to deal with international assets, SMSFs and gifts. Your facilitators are both accredited specialists and will guide you through approaches and insights, drawing from case studies, legislation and exemplary clauses. 242N07
9:00 AM to 1:15 PM Throughout the course of the program, you will work through step-by-step guides for complex will drafting, gaining high level mentorship on:
- In-depth strategies to elevate your drafting
- Example clauses to take away and utilise in your drafting
- Example clauses to avoid & what to do differently
- Case studies into how these concepts play out in practice
Description
Attend and earn 4 CPD units including:
2 units in Substantive Law
2 units in Professional Skills
This program is applicable to practitioners from all States & Territories
Testimonials
Testimonials from Marie and Josephine’s Past Workshops:
“Very useful and practical advice on how to draft a will”
“One of the best of its type seminars I have attended”
“Content was comprehensive and both presenters were very articulate and engaging”
“Very personable and interesting presenters”
In addition, you will examine:
- Various testamentary trusts including discretionary trusts, rights of residence, capital protected trusts, protective trusts, superannuation proceeds trusts and special disability trusts
- Unusual circumstances, instructions and clauses including gifts for pets, gifts of shares in companies, gifts of real property, succession of control of trusts and self-managed superannuation funds
- Overseas assets: How to deal with testators with overseas assets
- The interplay of superannuation and the will
- Your legal professional responsibilities
Facilitated by:
Marie Brownell, Director, Estate Planning and Administration, NSW Trustee and Guardian; Accredited Specialist in Wills and Estates Law; Lecturer, College of Law
Josephine Pignataro, Special Counsel, HWL Ebsworth Lawyers Sydney; Accredited Specialist in Wills and Estates Law; Adjunct Lecturer, College of Law
Presenters
Ms. Marie Brownell, Director, Estate Planning and Administration, NSW Trustee & Guardian
Marie was admitted as a solicitor in 2004 and became an Accredited Specialist in Wills and Estates in 2009. She has worked exclusively in administering and advising clients on estates and trusts matters including duties, rights and responsibilities of executors, trustees and beneficiaries. She works directly with brokers, financial planners, accountants and individuals in providing expert, tailored advice on all aspects of estate planning and estate and trust matters. Marie has previously lectured at University of Western Sydney on Planning for Retirement as part of the master’s degree in financial planning. Marie currently lectures at the College of Law in the Estate Planning units as part of the Master of Applied Law (Wills and Estates).
