CPD

Foundations in Wills and Estates Practice and Procedure

Overview

The day is structured as a practical workshop, with interactive activities to enhance learning. The workshop is facilitated by Jennifer McMillan, a Law Society Accredited Specialist in Wills and Estates Law, who is an experienced lawyer and legal educator. 

At the end of the workshop, an attendee will:

  • Identify the requirements of a valid will
  • identify the range of issues to be covered when obtaining client instructions to draft a will
  • identify standard clauses for inclusion in wills
  • distinguish between estate and non-estate assets
  • identify the types of grants that can be made to enable the administration of an estate – and the steps needing to be taken in order to obtain a grant
  • identify the steps needing to be taken in order to distribute an estate
  • identify common circumstances giving rise to a family provision claim
  • identify ethical and professional responsibility issues that arise in  the area of wills and estates law.

This seminar complies with the mandatory areas of Professional Skills and Substantive Law.

Course ID CN170211_WEP1
Type Face-to-face
Duration Full-day
Location
  • NSW
Start Dates 14 February 2017
Cost
A$720.00
$648.00 (Member Price)

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Please insert attendee names in the "Attendee names" tab below.
Code CN170211_WEP1
When

Tuesday 14 February 2017
9.00am to 4.30pm (AEDST)

Where

The College of Law City
Level 16, 111 Elizabeth Street
Sydney CBD
map

Level Foundational
CPD 6 CPD units

The Program

9.00am -10.30am
Requirements for a valid will

10.30am - 10.45am  Morning Tea

10.45am - 11.30am
Estate and Non-Estate Assets

11.30am - 12.30pm
Standard clauses and appropriate drafting techniques

12.30pm - 1.30pm  Lunch

1.30pm - 2.15pm
Types of grants

2.15pm - 3.00pm
Administering a simple estate

3.00pm - 3.15pm  Afternoon tea

3.15pm - 4.00pm
Family provision claims

4.00pm - 4.30pm
Questions

JENNIFER MCMILLAN  Legal Practice Consultant, Lawcover

Jen McMillan was admitted to practice in New South Wales in 1989 and in Western Australia in 1992. She is a Law Society of NSW accredited specialist in wills and estates and has extensive experience in this area in private practice and with a trustee company and as the Practice Leader – Wills and Estates in the College of Law’s LLM (Applied Law) program. Jen is a member of the NSW Law Society Elder Law and Succession Committee and a member of the Society of Trust and Estate Practitioners.  Jen is a Legal Practice Consultant with Lawcover and is also a part-time Senior Member (Legal) in the Guardianship Division of the NSW Civil and Administrative Tribunal.

Non-member $720.00
Member $648.00
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