Wills Skills Workshop 8: Administration of Estates

Course ID CW190702_WEP

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

In this workshop, you will learn bout the aspects concerning administration of estates. 

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.

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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:

26 July 2019

End date:

26 July 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 deal with aspects of the administration of an estate, including:

  • Payment of debts and payment of legacies, the administration and transfer of real property and various classes of personal assets
  • Section 63 Notice in accordance with the Trustees Act 1962 (WA)
  • Issues that may arise when administering an estate including Superannuation, Capital Gains Tax and Income Tax
  • Distribution to Beneficiaries
  • Passing of Accounts

 

 

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

This course complies with the mandatory areas of Ethics and Professional Responsibility, Professional Skills and Substantive Law.

 

 

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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