This practical workshop will give you the skills to 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. Navigate the entirety of will drafting, including how to deal with international assets, SMSFs and gifts. Your facilitators will guide you through approaches and insights, drawing from case studies, legislation and exemplary clauses.
What past attendees say about Marie and Josephine’s workshops
“Very useful and practical advice on how to draft a will”
“One of the best of its type seminars I have attended”
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
9.00am to 1.15pm Advanced Will Drafting Workshop for All Lawyers
Throughout the course of the workshop, 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
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
Marie Brownell, Director, Estate Planning and Administration, NSW Trustee and Guardian
Marie was admitted as a solicitor in 2004 and became an Accredited Specialist in Wills and Estates law 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 has worked 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 is currently the Director of Estate Planning and Administration at NSW Trustee and Guardian and is responsible for the delivery of estate planning, estate administration, trust administration and attorney services. Marie is also an adjunct lecturer for the College of Law in the Applied Masters of Laws (Wills and Estates) program.
Josephine Pignataro, Special Counsel, HWL Ebsworth Lawyers
Josephine is an Accredited Specialist in Wills & Estates Law, with over 20 years of experience in the area of estates and succession law. Josephine acts for private clients in relation to estate planning, including for individuals and families with relatively simple structures to those with ultra high net wealth. She also acts for individuals and companies on grants of representation and estate administration, and estate litigation. Josephine acted on the first successful statutory Will application in NSW which is reported as Re Fenwick; Application of JR Fenwick [2009] NSWSC 530. A respected estate law practitioner, Josephine is consistently recognised by Doyle’s Guide for Estate Litigation and Estate Planning – NSW. She has a Masters of Laws from the University of New South Wales, is a trained Collaborative Estates Law Practitioner, an adjunct lecturer for the College of Law in the Applied Masters of Laws (Wills and Estates) program and is proficient in Italian.
This seminar is part of a series
Succession Law Bundle National
Receive 11 CPD points for the price of 10 with our National Succession Law Bundle! This exclusive offering combines three of our bestselling live online programs, designed to fit seamlessly into your busy schedule. Start with the Advanced Will Drafting Workshop for All Lawyers, where you'll receive step-by-step guidance on navigating complex issues in testamentary trusts, plus learn how to handle international assets, SMSFs, and gifts. Then, earn your mandatory core competency points with Ethics, Professional Skills and Practice Management for Wills and Estates Lawyers. Finish off with a deep dive into testamentary trusts, guided by Paul Evans, a recognized Wills & Estates expert. Gain practical examples, key clauses, and expert strategies that will leave you drafting with confidence.
Description
Attend and earn 11 CPD units including:
4 units in Substantive Law
1 unit in Ethics & Professional Responsibility
1 unit in Practice Management & Business Skills
5 units in Professional Skills
This program is applicable to practitioners from all States & Territories
View series listing
