Wills Skills Workshop 5: Drafting to mitigate risk of claims against the Estate

Course ID CW190601_WEP

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

This workshop addresses issues to consider when taking instructions and drafting a Will with particular reference to family provision claims and the use of Testamentary Trusts to mitigate family provision claims and offer protection to vulnerable beneficiaries.

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 6: Issues that arise post execution.

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:

28 June 2019

End date:

28 June 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:

  • understand the basic principles relating to family provision claims in the context of taking instructions for drafting a will
  • understand how to mitigate claims with the use of various techniques including Testamentary Trusts, restructuring ownership of assets
  • consider the benefits of a testamentary trust and protection of vulnerable beneficiaries

 

 

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 - 1 point
Competency Area 3 - Ethics and Professional Responsibility - 0.5 points
Competency Area 4 - Substantive Law – 0.5 points

 

 

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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