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Wills and Estates Update - UTS Open
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SHORT COURSE

Wills and Estates Update

$495.00

START DATE

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MODE

On Campus (Sydney)

DURATION

4 hrs

COMMITMENT

4 hrs

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Justice Philip Hallen (retired Supreme Court judge), Ian Raspin (Chair of the Society of Trust and Estate Practitioners (STEP) Australia) and Barristers Margaret Pringle and Mandy Tibbey present tips and insights into best practice in succession law. This course will update your proficiency in family provision claims, estate administration and planning.

About this course

Legal professionals should endeavour to maintain knowledge and proficiency in all areas of succession law. This 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 and family provision. These issues remain a major concern for the courts and the community. Applying knowledge and best practice skills will settle disputes with less cost.

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 a retired Justice, the Chair of STEP and two leading Barristers 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 from the Bench and Bar 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 about Guardianship and Financial Management Orders from the NSW Civil and Administrative Tribunal (NCAT)
  • 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: $495 (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. 

COVID-19 response 

UTS complies with latest Government health advice. Delivery of all courses complies with the UTS response to COVID-19.

Additional course information

Course outline

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

Learning objectives

By the end of this course, participants should be able to:

  • Understand the important steps in obtaining a grant of probate
  • Identify the role, rights and powers of the executor
  • Understand family provision claims
  • Understand guardianship and financial management orders from NCAT
  • Identify best practice of 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 breatfeeding 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

Who is this course for?

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

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

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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