Gain a solid foundation in Will drafting with this practical example-based workshop. Over the two-part program you will progress in your skill to draft wills under different instructions, with varying clauses and how to approach different types of assets. You will leave you with practical skills in how to correctly draft wills, tailor each will to your clients’ needs and circumstances and your professional duties. 2310N08
Wednesday, 18 October 2023
9.00am to 1.15pm Will Drafting Workshop
Over two half days, work through step-by-step guides for every stage of the will drafting process. For each stage you will gain high level guidance 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
Throughout this comprehensive workshop, across two half-days you will examine:
- Taking effective instructions and conducting client meetings
- Identifying and dealing with issues relating to testamentary capacity and undue influence
- Urgent wills
- Essential clauses and will structure
- Common pitfalls and how to avoid them
- Family provision considerations
- Dealing with digital assets
- Estate and non-estate assets
- Wills in anticipation of marriage and divorce
- Wills for blended families and vulnerable beneficiaries
- Drafting issues around particular gifts and testamentary trusts
- Your legal professional responsibilities
Presented by
Marie Brownell, Director of Estate Planning and Administration, NSW Trustee and Guardian; Accredited Specialist in Wills and Estates Law; Lecturer, University of Western Sydney; Lecturer, College of Law
Josephine Pignataro, Special Counsel, HWL Ebsworth Lawyers Sydney; Accredited Specialist in Wills and Estates Law; Recommended Wills & Estates Litigation Lawyer, Doyle’s Guide 2022; Adjunct Lecturer, College of Law
*Delegates have to attend the two half days program to get the 8 CPD units
Description
Wednesday, 18 October 2023 at 9.00am to 1.15pm
Wednesday, 25 October 2023 at 9.00am to 1.15pm
On Demand purchases will be available 3 business days after each sessions.
Attend and earn 8 CPD units across 2 sessions including:*
4 units in Substantive Law
3 units in Professional Skills
1 unit in Ethics & Professional Responsibility
This program is applicable to practitioners from all States & Territories
Testimonials
“Very informative and practical, a lot of great insight and information.”
“ A good foundation and understanding.”
“Very comprehensive and practical webinar"
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.
Ms. Josephine Pignataro, Special Counsel, HWL Ebsworth Lawyers
Josephine was admitted as a solicitor in 2003. She became an Accredited Specialist in Wills and Estates Law in 2009. Her wills and estates practice includes estate planning, contested and uncontested grants of representation, estate litigation and advice work on a range of estate issues. She is trained in collaborative practice and assists clients resolve estate disputes and complex estate planning issues using a hands on, collaborative approach. Josephine has a Masters of Laws from the University of New South Wales. She is also an adjunct lecturer for the College of Law in the Applied Masters of Laws (Wills and Estates) program. She is also proficient in Italian.
