Presenters and Topics:
Bruce Townsend, Succession Law Specialist, Chalfont Chambers Sydney
Topic: Solicitors duties and best practice in establishing testamentary capacity when making a Will
Bruce specialises in the area of succession law. He was admitted as a solicitor in 1985 and admitted to the Bar in 1994. He holds a Bachelor degree in Classical Greek (Hons) and a Bachelor of Laws from the University of Sydney. Bruce is a regular presenter for Legalwise seminars relating to the topic of wills & estates. He also presents for Law Australasia. Prior to coming to the bar, he worked as a solicitor at the Public Trustee where he undertook the conversion of their will precedents to plain English.
The Law Society of NSW had recently republished the relevant guidelines under the title “When a Client’s Mental Capacity is in Doubt.”
Bruce outlines the key principles and best practice in their application.
Conrad Curry, Principal of The Law Office of Conrad Curry
Topic: Family Provision and Paper Wills
Conrad Curry has been conducting estate litigation for over 23 years and has experienced and resolved just about every legal problem to do with estate disputes for his clients.
Conrad will cover the topics of
- Family Provision claims – claims by those left out of a will or not received what was appropriate provision for them in the will
- Invalid Wills – the circumstances in which a will may be held to be invalid
- Other disputes – non-compliance; assets which are no longer held; partial or total intestacy; poorly worded wills
Heidi Bradburn, Solicitor, The Law Office of Conrad Curry
Topic: BDBNs and Interdependency
Heidi’s expertise in the area of personal injury law includes identifying eligibility to apply for superannuation insurance claims such as total and permanent disablement claims and assisting clients through the rigorous application and assessment processes involved. Heidi has a thorough knowledge of the relevant legislation as well as the varied and detailed policies and trust deeds established by a wide range of super funds.
- Where your Binding Death Benefit Nomination instructs payment to a dependent, those funds do not automatically form part of your estate. As such, taking a strategic approach to nominating recipients of your death benefit can reap valuable benefits, especially taking into account implications concerning taxation and creditors’ claims.
- Regulation 1.04AAAAof the Superannuation Industry (Supervision) Regulations 1994 (Cth) (“the SIS Regulations”) specifies a wide range of matters to be taken into account in determining whether 2 persons had an interdependency relationship immediately before the death of 1 of the persons.
Please register your interest below, and we will contact you to confirm.