Description
Attend and earn 1 CPD hour in Substantive Law
This program is based on NSW legislation
Complex Issues Arising When Drafting Powers of Attorney and Enduring Guardianship Documents
Explore the various complex issues faced when preparing these important documents including:
- Taking instructions
- Drafting special provisions
- Getting the details right
- Identifying red flags
- Managing conflicts of interest
Presented by Marie Brownell, Director, Estate Planning and Administration, NSW Trustee and Guardian; Accredited Specialist in Wills and Estates Law; Lecturer, College of Law
Chair
Adeline Schiralli, Consulting Principal, Keypoint Law; Accredited Specialist, Wills and Estates Law
Presenters
Marie Brownell, Director of 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 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 Masters degree in Financial Planning. Marie is currently an adjunct lecturer at the College of Law in the Estate Planning units of the Masters of Applied Law (Wills and Estates) program.
Adeline Schiralli, Consulting Principal, Keypoint Law
Adeline Schiralli is an accomplished & passionate estate planning and elder law solicitor with extensive experience developing comprehensive and practical estate plans that suit the individual circumstances of her clients. Adeline is a NSW Law Society Accredited Specialist in Wills & Estates Law and a Consulting Principal of Keypoint Law. Adeline is also an Adjunct Lecturer at the College of Law, teaching numerous subjects in the Wills & Estates and Estate Planning majors for their Master of Law program. Adeline holds a Master of Law (Applied Law) in which she majored in Wills and Estates and is a member of the NSW Law Society’s Elder Law, Capacity & Succession Committee. Adeline was listed in the Doyle’s Guide 2021 as a ‘Recommended Lawyer’ in the category of Leading Wills, Estates and Succession Planning Lawyers and was also listed in the Doyle’s Guide 2017 as a ‘Rising Star’ in the same category. Adeline is adept at advising clients on matters including the implementation of wills (particularly sophisticated testamentary trust wills), powers of attorney and enduring guardianships, superannuation death benefit nominations and properly gifting the control of entities (including private companies and/or trusts) to the appropriate person(s) in the event of death and/or incapacity. Adeline can also assist clients in relation to the administration of a deceased persons’ estate and regularly advises clients in relation to retirement village contracts and aged care agreements. Adeline is passionate about obtaining peace of mind for her clients in relation to their estate planning and elder law needs, and regularly presents seminars to other solicitors, professionals and to members of the public in the area of wills, estates and elder law. Her approach is underpinned by her commitment to achieving peace of mind for her clients in relation to their wills, estate planning and elder law needs. Adeline takes a holistic approach to estate planning and works closely with her client’s other advisors (accountants, financial planners etc.) to best achieve her client’s objectives.