Will drafting tips and the complexities of a power of attorney
Course ID ID17047_WEP
Lawyers of all levels can benefit from re-visiting the fundamental legal principles in their area of practice. Re-visit the legal reason behind what wills and estate lawyers do on a daily basis. The instructions essential to draft an effective will, capacity issues, will drafting tips and the complex issues surrounding powers of attorney will all be discussed and analysed.
Full Price $120.00
Alumni/Member Price $108.00
01 April 2017
31 March 2018
About This Course
Topics covered in this seminar include:
Will Drafting Tips
- A “fact-finding” mission – what assets are owned by and/or controlled by the client? What are the family relationships? Are there any risks that need to be considered?
- Obtaining clear instructions from a client and from only the client
- Identifying client capacity issues
- “Death Bed” Wills
Complexities of a Power of Attorney
- Client capacity to grant an Enduring Power of Attorney – does this differ from a will?
- Ensuring that the client “appears” to understand the effect of the document
- Typical scenarios to be considered and clauses to be added to the document granting the power
- The interaction with other Estate Planning documents – the Will and Appointment of Enduring Guardian
This seminar complies with the mandatory requirement of either Professional Skills, Practice Management and Business Skills or Substantive Law.
Adeline Schiralli is a passionate Estate Planning and Elder Law Solicitor who has been practicing solely in this area since her admission to practice in 2007. Adeline is currently an Associate at Willis & Bowring Solicitors in Miranda, where she began her law career as a Law Clerk in her final year of her undergraduate degree and is now considered to be one of the leading solicitors practicing in this area of law in the Sutherland Shire. Adeline has undertaken further studies since her admission and is currently completing her final subject in the Master of Law (Applied Law) program through the College of Law, majoring in Wills & Estates. Adeline is a member of the St-George-Sutherland Regional Law Society Committee and co-chairs the St-George-Sutherland Regional Law Society’s Succession Law Sub-Committee. Adeline is also a director on the board of Thomas Holt, a local not-for-profit organisation that operates predominantly in the area of aged care and retirement villages.
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