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SHORT COURSE

Wills and Estates Update

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$495.00

START DATE

 Enquire now

MODE

 On Campus (Sydney)

DURATION

 4 hrs

COMMITMENT

 4 hrs

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This course updates your succession law proficiency with will drafting, family provision, estate administration and estate planning. Hear from leading members of the legal profession as they share their insights into best practice.

About this course

It is a vital service to the community that legal professionals maintain knowledge and proficiency in all areas of succession law. This CPD short course will provide you with an update on the principal issues in wills and estates.

There are often delays and challenges in the administration of an estate. For example, challenges to testamentary capacity and family provision claims. These remain a major concern for the courts and the community where knowledge and current practice aims to settle disputes with less cost.   

Our leading experts will guide participants through the important issues and challenges when obtaining a grant of probate and the role, rights, and powers of the executor and trustees. Insights from the Bench and Bar will arm you with the knowledge of industry best practices to safeguard against potential challenges to provisions, administration, grant, appointment, and 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."

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

Lindsay Ellison SC, Barrister, Wardell Chambers will be facilitating this course.

Topics covered during the course include:

8:45am - Introduction from facilitator, Lindsay Ellison SC

8:50am - Topic 1: Top four tips for Succession Lawyers

Speaker: Hon. Philip Hallen, SC Barrister NSW Bar

  • 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.

10:45am: Morning tea

11:00am - 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

11:55am - 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.

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

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.

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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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