The next offering of this short course is planned as a half-day, 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: Thursday 28 March 2024
8:45am – arrival and registration
8:55am – Introduction from the Chair, Eugenia Tsihlis – Senior Research Associate, UTS Law
9:00am – Topic 1: Top four tips for Succession Lawyers
Speaker: Hon. Philip Hallen SC – Barrister, NSW Bar; retired Justice of the Supreme Court of NSW
- Development of the Testators obligations for support
- Presenting evidence in support of submissions
- Tips to surviving to hearing
- Unconscionable transactions exploiting incapacity.
9:50am – Topic 2: Top five tips for Estate Planning and Administration disputes
Speaker: Ian Raspin – Trust and Estate Practitioner (TEP), Managing Director / Chair of STEP Australia
- Recent cases
- Executors role and trustee obligations
10:40am – morning tea and networking with fellow participants
11:10am – Topic 3: Mental Capacity
Speaker: Margaret Pringle – Barrister, Chalfont Chambers
- Avoiding the effect of undue influence or duress and ensuring mental capacity when taking instructions
- Consequences of invalidating a will
- Entitlement to grants of letters of administration
- Guardianship and Financial Management Orders from NCAT
- Defending a Guardianship application, evidence required to establish capacity and competence.
12:00pm – Topic 4: Update on Family Provision Claims
Speaker: Mandy Tibbey, Barrister, 8 Wentworth Chambers
- Assessment of need
- Small estate dilemmas
- Relationship and estrangement issues
- What constitutes adequate provision?
- Costs.
12:50pm – Final Q&A and comments by Chair
1:00pm – Close
