Wills Skills Workshop 3: Basic will drafting and advising

Course ID CW190503_WEP

  • Face to Face
  • 3.25
  • Foundation
  • 3 CPD POINTS

In this workshop, you will develop an approach to structuring a will and using precedents which address the basic rules of drafting a Will including formal requirements and rules of construction.

Facilitated by Amanda Liston, Director, Amanda Liston Legal and Graduate, The College of Law LLM (Applied Law) majoring in Wills and Estates, this workshop is one in a series of workshops developed for Western Australian practitioners who wish to develop or enhance their skills in a Wills and Estates/Estate Planning practice.

Have a full day? Join us for the afternoon session, Wills Skills Workshop 4: Drafting wills – Knowing your duties.

Save 10% off the entire purchase when you register for two or more workshops at a time. View all workshops

Scroll down for a full summary of the workshop's learning objectives.

Price

Full Price $360.00

Alumni/Member Price $324.00

Dates

Start date:

31 May 2019

End date:

31 May 2019

Time:

9:00 AM - 12:15 PM

Location:

Ground Floor, Durack Centre
263 Adelaide Terrace
Perth WA 6000

About This Course

Overview

The workshop includes a series of interactive discussions and fact scenarios allowing participants to test and apply their newly acquired knowledge.

At the end of this workshop, you will be able to:

  • develop a basic approach to structuring a will and using precedents 
  • understand the basic rules of construction of a will including
    • the ordinary meaning rule
    • technical terms
    • the dictionary principle
    • the golden rule

 

  • appreciate the formal requirements of a will including:
    • writing and signing of the Will- attestation and the presumption of due execution
    • execution of the Will outside the jurisdiction
    • the witness beneficiary rule
    • the court’s power to dispense with the formality requirements - intention to form a Will revocation

     

 

Designed for

WA practitioners looking to develop the skills and experienced practitioners an opportunity to refresh their knowledge in this area of law.

 

 

Mandatories Covered

Competency Area 2 - Professional Skills - 2 point
Competency Area 4 - Substantive Law - 1 point

 

 

Presenter biography

Amanda Liston

Director, Amanda Liston Legal Graduate, The College of Law LLM (Applied Law) majoring in Wills and Estates

Amanda is the Principal of Amanda Liston Legal. She specialises in estate planning, wills and deceased estate administration. Amanda has a wealth of experience in these areas having been admitted to legal practice in 1998.

Amanda is a graduate fellow of The College of Law and holds a Master of Laws (Applied Law) – Wills and Estates. Amanda is a member of the Society of Trust and Estate Practitioners (STEP).

Amanda serves on the pro bono panel of the State Administrative Tribunal where she specialises in guardianship and administration matters. She is experienced in assisting clients with applications under the Guardianship and Administration Act.

 

 
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