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SHORT COURSE

Wills and Estates Update

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$515.00

START DATE

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MODE

 On Campus (Sydney)

DURATION

 4 hrs

COMMITMENT

 4 hrs

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Barrister Mandy Tibbey (8 Wentworth Chambers), UTS Law’s Professor Nola Ries and Isabel McLelland (Senior Associate, Teece Hodgson & Ward) and Senior Deputy Registrar Sivashna Chetty (Supreme Court of NSW) present tips and insights into best practice in succession law. This course will update your proficiency in family provision claims, allegations of undue influence in estate matters, the latest on Probate from the Registry, and planning for clients living with dementia.

About this course

Legal professionals should endeavour to maintain knowledge and proficiency in all areas of succession law. This legal CPD short course provides an update about principal issues in wills and estates.

During the administration of an estate, there are often delays and challenges such as testamentary capacity, undue influence issues and family provision. These issues remain a major concern for the courts and the community.

Our experts will guide participants through critical issues and challenges when obtaining a grant of probate and the role, rights, and powers of the executor and trustees. Insights from experts in this area will arm you with knowledge of the industry best practices to help safeguard you against potential challenges to provisions, administration, grant, appointment, or your own professional conduct.

Key benefits of this course

This course has been designed to equip participants with:

  • Insights about current and significant legal issues relating to wills and estates
  • Knowledge of the important steps in obtaining a grant of probate
  • Knowledge of the role, rights, and powers of the executor
  • Insights into matters involving undue influence and testamentary capacity
  • Update on family provision claims
  • Continuing Professional Development (CPD) - For NSW lawyers, the Law Society of New South Wales advises: “If this particular educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit" for each hour of attendance, refreshment breaks not included."

Digital badge and certificate

A digital badge and certificate will be awarded following the successful completion of any necessary tasks or assessments to demonstrate acquired learning of the short course or for meeting attendance and/or participation requirements.

Learn more about UTS Open digital badges.

Price

Full price: $515 (GST free)*

*Price subject to change. Please check price at time of purchase. 

Discounts are available for this course. For further details and to verify if you qualify, please check the Discounts section under Additional course information.

Enrolment conditions

Course purchase is subject to UTS Open Terms and Conditions.

Additional course information

Course outline

This half-day course will be delivered as a face-to-face seminar on campus at UTS. Please note that times, speakers and topics in the following program are subject to change.

Course date: Wednesday 26 March 2025

8.30am – Arrival and registration

8:45am - Introduction from the Chair, Dr Teresa Somes - Lecturer, UTS Faculty of Law

8:50am – Topic 1: Updates from the Registry: Probate matters

Speaker: Sivashna Chetty - Senior Deputy Registrar, Supreme Court of New South Wales

9:50am – Topic 2: Significant family provision cases and trends in the last 12 months

Speaker: Mandy Tibbey - Barrister, 8 Wentworth Chambers

10:50am – Morning tea

11:10am – Topic 3: Improving legal planning for clients living with dementia

Speaker: Dr Nola Ries - Professor, UTS Faculty of Law

12:00pm – Topic 4: Probate undue influence

Speaker: Isabel McLelland - Senior Associate, Teece Hodgson & Ward

12:55pm – Closing comments by Chair

1:00pm – Close 

Learning objectives

Upon the successful completion of this course, learners should be aware of:

  • Testamentary capacity and undue influence issues
  • The role, rights and powers of the executor
  • Family provision claims
  • Best practice in wills and estates.

On-campus and onsite course logistics

Catering provisions and dietary requirements

Morning tea will be provided for course participants. If you have any dietary requirements, please contact law.shortcourses@uts.edu.au after you enrol.

Accessibility

If you have any specific accessibility requirements, including the need for breastfeeding facilities, please contact law.shortcourses@uts.edu.au

Course location

UTS Campus, Broadway – location will be provided to enrolled participants prior to course commencement.

Requirements

Mandatory

To access the course materials for this short course, you will need a personal computer with adequate internet access and an operating system with a web browser compatible with Canvas, the UTS Learning Management System.

Discounts

Discounts are available for this course as follows:

  • 10% discount for 2-4 participants from the same organisation
  • 15% for 5+ participants from the same organisation
  • 10% discount for UTS alumni and staff

Discounts cannot be combined and only one discount can be applied per person per course session. Discounts can only be applied to the full price. Discounts cannot be applied to any offered special price. 

Multiple enrolments from the same organisation
To take up this offer, email law.shortcourses@uts.edu.au with

  • Your organisation’s name,
  • The course name and date and
  • The number of people you’ll be enrolling (minimum of 2 participants).

UTS alumni and staff
Please contact the team at support@open.uts.edu.au with your student or staff number to request your discount voucher code. 

If you have forgotten your UTS student number, email support@open.uts.edu.au with your full name, UTS degree and year of commencement.  

How to apply your discount voucher 

  • Add this course to your cart 
  • Click on "View Cart" (blue shopping trolley at top right of screen). You will need to sign in or sign up to UTS Open 
  • Enter your eligible code beneath the “Have a code?” prompt and click on the blue "Apply" button 
  • Verify your voucher code has been successfully applied before clicking on the blue "Checkout" button. 

Contact us

For any questions on enrolment or payment, please email support@open.uts.edu.au 

If you have a specific question on course content or requirements, please email law.shortcourses@uts.edu.au

Who is this course for?

This short course is suitable for, but not limited to:

  • Wills and estates specialists
  • Estate planning professionals
  • General legal practitioners
  • Barristers
  • Financial advisors
  • Accountants
  • Not-for-profit (NFP) sector
  • Trustee corporations legal officers.

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Acknowledgement of Country

UTS acknowledges the Gadigal people of the Eora Nation, the Boorooberongal people of the Dharug Nation, the Bidiagal people and the Gamaygal people, upon whose ancestral lands our university stands. We would also like to pay respect to the Elders both past and present, acknowledging them as the traditional custodians of knowledge for these lands.

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