Informal Wills: Essentials and Case Law

Tuesday, 18 March 2025
Description

Attend and earn 0.5 CPD hour in Substantive Law   

This program is based on VIC legislation 

Chair

Jennifer Maher, Director, Velocity Legal  

Informal Wills: The Basics and Recent Cases

 

  • Basic principles of admitting an informal will to probate – and differences between formal and informal Wills 
  • How to make an application to admit an informal will to probate, including practical tips as to the affidavit in support and submissions 
  • Typical scenarios involving informal wills 
  • Recent cases illustrating the legal principles in action 
  • Informal Wills and multi-jurisdictional estates: lessons from Re Tang 

Presented by Joshua Sheppard, Barrister, Greens List Barristers 

Presenters


Jennifer Maher, Director, Velocity Legal
Jennifer Maher has expertise in advising private businesses and high net worth families and individuals in relation to wealth transfer, asset protection, trusts, business structuring and succession planning. Jennifer practises extensively in private client services, which incorporates will making, estate planning, estate litigation, trust law, attorneyship, guardianship and aged care. Jennifer has handled a large number of family provision claims and has been involved in numerous estate and trust litigation cases as well as several significant cases in wills, estate and equity matters including cy-près applications. Jennifer has also been appointed as a litigation guardian to protect the interests of minors or persons under a disability, whose interests are affected by a will challenge. Jennifer's clientele includes private clients, businesses, high net worth clients, trustee companies, private and public corporations, private family and business trusts. Jennifer practice also includes assisting families with their aging loved ones, including assisting and advising attorneys and guardians as to their duties, assisting with the transition to aged care and appearing at VCAT in contested administration and guardianship disputes.


Joshua Sheppard, Barrister, Greens List Barristers
Joshua practices in trusts, equity and probate at the Victorian Bar, regularly providing advice regarding the validity of wills, the construction of wills and trust deeds, executors’ and trustees’ duties, and the prospects of estoppel and family provision claims. He was an associate to the Honourable Justice Moore of the Supreme Court of Victoria and assisted his Honour with family trusts and wills and estates matters. Prior to being called to the Bar, Joshua practised as a solicitor at Allens and the Victorian Government Solicitor’s Office in litigation.

Tuesday, 18 March 2025
Description

Attend and earn 0.5 CPD hour in Substantive Law   

This program is based on VIC legislation 

Chair

Jennifer Maher, Director, Velocity Legal  

Informal Wills: The Basics and Recent Cases

 

  • Basic principles of admitting an informal will to probate – and differences between formal and informal Wills 
  • How to make an application to admit an informal will to probate, including practical tips as to the affidavit in support and submissions 
  • Typical scenarios involving informal wills 
  • Recent cases illustrating the legal principles in action 
  • Informal Wills and multi-jurisdictional estates: lessons from Re Tang 

Presented by Joshua Sheppard, Barrister, Greens List Barristers 

Presenters


Jennifer Maher, Director, Velocity Legal
Jennifer Maher has expertise in advising private businesses and high net worth families and individuals in relation to wealth transfer, asset protection, trusts, business structuring and succession planning. Jennifer practises extensively in private client services, which incorporates will making, estate planning, estate litigation, trust law, attorneyship, guardianship and aged care. Jennifer has handled a large number of family provision claims and has been involved in numerous estate and trust litigation cases as well as several significant cases in wills, estate and equity matters including cy-près applications. Jennifer has also been appointed as a litigation guardian to protect the interests of minors or persons under a disability, whose interests are affected by a will challenge. Jennifer's clientele includes private clients, businesses, high net worth clients, trustee companies, private and public corporations, private family and business trusts. Jennifer practice also includes assisting families with their aging loved ones, including assisting and advising attorneys and guardians as to their duties, assisting with the transition to aged care and appearing at VCAT in contested administration and guardianship disputes.


Joshua Sheppard, Barrister, Greens List Barristers
Joshua practices in trusts, equity and probate at the Victorian Bar, regularly providing advice regarding the validity of wills, the construction of wills and trust deeds, executors’ and trustees’ duties, and the prospects of estoppel and family provision claims. He was an associate to the Honourable Justice Moore of the Supreme Court of Victoria and assisted his Honour with family trusts and wills and estates matters. Prior to being called to the Bar, Joshua practised as a solicitor at Allens and the Victorian Government Solicitor’s Office in litigation.

OND253V13A4

Informal Wills: Essentials and Case Law

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DELIVERY MODE BELOW

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Single Session
CPD Points 0.5
$90.00
On Demand 20250719 20250318

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