Essential Guide to Wills and Estates Law

Course ID CS170901_WEP1

  • Face to Face
  • 6
  • Foundation
  • 6 CPD POINTS

The Essential Guide to Wills and Estates Law workshop is practical and extremely informative. It is specifically designed for recently admitted lawyers and those practising for a few years, as well as lawyers returning to Wills and Estates Law or considering practising in the area. Facilitated by Christina Flourentzou, who is an experienced lawyer, as well as a graduate of The College of Law's Applied Masters in Wills and Estates.

Price

Full Price $720.00

Alumni/Member Price $648.00

Dates

Start date:

22 September 2017

End date:

22 September 2017

Time:

9.00am - 4.30pm

Location:

The College of Law
Level 9, 19 Grenfell Street
Adelaide  SA  5000

About This Course

Outline

The day is structured as a practical workshop, with interactive activities to enhance learning. The workshop is facilitated by Christina Florentzou who is a graduate of The College of Law’s Applied Masters in Wills and Estates. Christina was admitted in the Supreme Court of South Australia in June 2010. She began practicing in private firms and is now pursuing her career towards the Independent Bar. Christina was selected as the successful applicant for the Step Up to the Bar Program in 2017 and she will commence the Bar Readers Course in 2018.

The Learning Objectives and Outcomes (LO) for the workshop are to:

LO1 identify the requirements of a valid will

LO2 identify the range of issues to be covered when obtaining client instructions to draft a will, and understand the applicable professional responsibility issues

LO3 distinguish between estate and non-estate assets

LO4 identify standard clauses for inclusion in wills and appropriate drafting techniques

LO5 identify the types of grants that can be made to enable the administration of an estate and understand the steps that need to be taken in order to obtain a grant

LO6 understand the steps to be taken in administering a simple estate

LO7 understand the legal framework for family provision claims, and how such claims are commenced and how they impact on the administration of an estate

LO8 locate and utilise relevant materials and resources

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 - 12.30am:  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

 

Designed for

This seminar is specifically designed for recently admitted lawyers and those practising for a few years, as well as lawyers returning to Wills and Estates Law or considering practising in the area. This seminar also complies with the mandatory areas of professional skills and substantive law.

 

Presenter

CHRISTINA FLOURENTZOU

Christina was admitted in the Supreme Court of South Australia in June 2010.  She began practicing in private firms and is now pursuing her career towards the Independent Bar.  Christina was selected as the successful applicant for the Step Up to the Bar Program in 2017 and she will commence the Bar Readers Course in 2018.

Christina has significant expertise and experience in the specialist areas of deceased estates and family or charitable trusts. During her time in private practice, she provided estate planning advice to a variety of clients and drafted complicated wills.  Christina also worked closely with a wide range of Not for Profit organisations, including charities, universities and schools advising on complex trust structures and defending inheritance family provision claims.  She also advised and represented trustee companies in varying capacities.

Christina was the first practitioner in South Australia to complete the Applied Masters in Wills & Estate from the College of Law in New South Wales in 2014.  She is also a committee member of the South Australian Law Society Succession Law Committee and the Society of Trust and Estate Practitioners in South Australia.