Wills Skills Workshop 4: Drafting wills – Knowing your duties

Course ID CW190504_WEP

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

In this workshop, you will understand more complex issues with respect to drafting a Will and consider practice management steps to avoid breaching professional obligations and negligence claims that can arise from drafting a Will.

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 morning session, Wills Skills Workshop 3: Basic will drafting and advising.

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:

1:30 PM - 4:45 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:

  • understand how gifts of property should be described in a will to ensure that the willmaker’s intentions are given effect to
  • consider issues with respect to redemption, abatement and lapse of gifts
  • develop an understanding of trustee powers
  • understand the solicitors duties in the context of drafting wills, including:
    • how negligence claims can arise from drafting errors and delays
    • your professional responsibility issues that might arise in drafting a will
    • the ethical contraints in receiving a benefit under a client’s will and how to minimise the risk of liability

 

 

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 1 - Practice Management – 1. point
Competency Area 2 - Professional Skills – 0.5 point
Competency Area 3 - Ethics and Professional Responsibility - 1 point
Competency Area 4 - Substantive Law – 0.5 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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