Take your will-drafting skills to the next level with this advanced, hands-on workshop led by Greg Russo. This session will provide you with practical, step-by-step guidance for navigating complex drafting challenges and building expertise in testamentary trusts. You’ll explore how to address international and digital assets, SMSFs, blended families, vulnerable beneficiaries, and unique gifting scenarios.
Through real-world examples, case studies, and example clauses, you’ll gain practical tools and strategies to refine your drafting, avoid common pitfalls, and approach even the most intricate instructions with confidence and precision.
Wednesday, 18 February 2026
Early Bird Discount ends 19 Dec 2025
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
Throughout the course of the workshop, Greg will guide you step-by-step through a logical approach to complex will drafting, providing bespoke and high level mentorship on all aspects of Will drafting, including
- Advanced strategies to refine and elevate your will drafting
- Identifying problem clauses and understanding how to improve them
Whilst this Workshop is focused on the practicalities of Will drafting, Greg’s treatment of the underlying legal principles and concepts is robust.
The material accompanying the Workshop includes a comprehensive paper, PowerPoint, and sample documents.
You will cover the following topics:
- Solicitor retainers and instructions
- Testamentary capacity issues
- Undue influence
- Urgency
- Executor's duties and commissions
- Trustee powers and duties
- Family law issues – marriage, divorce, separation and Wills
- Blended family considerations
- Vulnerable beneficiaries and asset protection
- 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
- Digital assets: how to deal with them
- Overseas assets: how to deal with testators with overseas assets
- The interplay of superannuation and the Will
- Planning for litigation
- Your legal professional responsibilities
- File costing
Your Workshop Facilitator is:
Greg Russo, Principal Solicitor, Greg Russo Law; Accredited Specialist in Wills and Estates; Chairperson of the LIV Specialist Accreditation Education Advisory Committee and LIV Wills & Estates Advisory Committee; recognised in Doyles Guide in Victoria as a Leading Wills Estates and Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer
Presenters
Greg Russo, Principal Solicitor, Greg Russo Law; Accredited Specialist in Wills and Estates
Chairperson of the LIV Specialist Accreditation Education Advisory Committee and LIV Wills & Estates Advisory Committee; recognised in Doyles Guide in Victoria as a Leading Wills Estates and Litigation Lawyer and a Leading Wills, Estates and Succession Planning Lawyer
