• November 2019

  • Thursday, 28 November 2019
    28 Nov 2019 9:00am - 28 Nov 2019 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This Workshop is designed to build your confidence and equip you with the necessary knowledge and skills in this sometimes complex area.

     
    The program includes:

    • Applications for grants of probate and letters of administration
    • Role of executor and administrator
    • Advertising
    • Preparing documents
    • Asset collection
    • Transfers of real estate
    • Taxation issues
    • Costing files
    • Final accounts
    • TFM and dealing with assets

    Presented by: Naomi Guyett, Senior Associate - LIV Accredited Wills + Estates Specialist, Lorraine Jones & Associates

    6.0
    $495.00
  • February 2020

  • Thursday, 13 February 2020
    13 Feb 2020 9:00am - 13 Feb 2020 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This Workshop is designed to build your confidence and equip you with the necessary knowledge and skills in this sometimes complex area.

     
    The program includes:

    • Applications for grants of probate and letters of administration
    • Role of executor and administrator
    • Advertising
    • Preparing documents
    • Asset collection
    • Transfers of real estate
    • Taxation issues
    • Costing files
    • Final accounts
    • TFM and dealing with assets

     

     

    6.0
    $525.00
  • Thursday, 20 February 2020
    20 Feb 2020 9:00am - 20 Feb 2020 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop is designed to provide a solid foundation for those wishing to practice in this area. The program includes:

    • Intestacy
    • Domestic partners
    • Using will precedents
    • Common drafting practices
    • Considerations in preparing a will
    • Codicils
    • Execution
    • Revocation
    • Alteration
    • Rectification
    • Wills storage
    • Testamentary capacity
    • Undue influence
    • Executor's duties
    • Executor's commission
    • Powers of trustees
    • Essential and optional provisions and clauses
    • Costing the file
    • Basic estate planning
    • Legal professional responsibilities
    • Powers of Attorney

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    6.0
    $525.00
  • Tuesday, 25 February 2020
    25 Feb 2020 9:00am - 25 Feb 2020 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This workshop provides an essential overview of Estate Planning from initial consideration of options, through to executors responsibilities, death benefits trusts and more. Gain confidence to be able to operate more effectively in this complex area.

    Topics covered are:

    •     Ownership - 4 key types
    •     Key planning issues
    •     Superannuation death benefits
    •     Drafting exercise - binding death benefit nomination
    •     Estate planning and existing family/hybrid trusts
    •     Key attributes for wills and testamentary trusts
    •     Drafting exercise - beneficiary controlled testamentary trust
    •     Vulnerable beneficiaries
    •     Means tested pension eligibility - operation of deeming rules
    •     Income tax concessions
    •     Capital gains tax
    •     Enduring powers of attorney
    •     Philanthropic or charitable trusts
    •     Executors' responsibilities
    •     Insurance death benefits trusts
    •     After the event estate planning

     

    Essentials are workshops for lawyers new to, or wanting to update knowledge in, particular skills or practice areas. These workshops aim to cover the 'essentials'.

    5.5
    $525.00
  • March 2020

  • Wednesday, 4 March 2020
    4 Mar 2020 9:00am - 4 Mar 2020 12:30pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

     

    Alert! Guardianship and Administration Act 2019 

     

    The Guardianship and Administration Act 2019 which commences on 1 March 2020 introduces changes affecting the basis upon which a Guardian can make decisions, and also the legal test around capacity. 

    This session will dissect the changes, and also look at the role of VCAT and the appointment of Guardians or Administrators as impacted by the new Act.

    Power of Attorney and Entitlement to Financial Records 

    What are the criteria for gaining access to financial records? What does the Tribunal take into account when making an Order in response to an Attorney seeking access to financial accounts or other records?

    This session will address these issues by reference to recent cases.

    When Gifts Go Missing - Ademption Exceptions 

    How do the courts deal with a claim that a bequeathed gift has been previously sold or has been already given away before death? What if an Attorney sells an asset prior to death, with or without knowledge of the contents of the will? Can a beneficiary make any claim for compensation in these circumstances?

    This session will outline the circumstances in which a claim may be made by reference to leading cases, and will outline how to cover these issues in Will drafting.

     

    3.0
    $395.00
  • Thursday, 26 March 2020
    26 Mar 2020 9:00am - 26 Mar 2020 4:00pm (Australia - Melbourne)
    Leo Cussen Centre for Law, Level 16, 15 William Street, Melbourne

    This Workshop is designed to build your confidence and equip you with the necessary knowledge and skills in this sometimes complex area.

     
    The program includes:

    • Applications for grants of probate and letters of administration
    • Role of executor and administrator
    • Advertising
    • Preparing documents
    • Asset collection
    • Transfers of real estate
    • Taxation issues
    • Costing files
    • Final accounts
    • TFM and dealing with assets

     

     

    6.0
    $525.00