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Recorded Webinars

Recorded Webinar: Negligence and Complex Will Drafting: High Stakes and High Risks

Practitioners have a duty of care to clients and beneficiaries when drafting wills. Understanding the extent of the duty of care and meeting the required standard of care in complex will matters is the subject of this session, including: Solic
PRESENTED BY Richard Neal Partner & Accredited Specialist in Wills & Estates - Teece Hodgson & Ward , Sydney

Date/Time

About the Webinar

Practitioners have a duty of care to clients and beneficiaries when drafting wills. Understanding the extent of the duty of care and meeting the required standard of care in complex will matters is the subject of this session, including:

  • Solicitors duty of care in will preparation

  • Understanding the relevant standard of care when it comes to complex will construction

  • Duty of care to beneficiaries - understanding the full extent of the duty

  • What makes a will complex?

    • Multiple trusts

    • Complicated bequests or conditional bequests

    • Difficult requests for what happens after you pass away

    • Trust terms for when a child reaches a particular age

    • Dealing with the previous spouse

  • Drafting essentials in complex will clauses

  • Lessons from recent cases

Presented By

Richard Neal
Partner & Accredited Specialist in Wills & Estates, Teece Hodgson & Ward Sydney, NSW

Richard has been in practice as a solicitor in NSW since 1973, and is a partner in the firm of Teece Hodgson & Ward, Sydney.

He has presented seminars and workshops, and also participated in panel discussions in the areas of Wills and estates law, powers of attorney, guardianship and advanced care directives from 1985 onwards. These presentations have included extensive current case law outlines.

His work includes litigation, predominantly contested probate, family provision cases and other equity work, including shareholder and partnership disputes.

He also does financial management and guardianship work, including in the Guardianship Tribunal of NSW (now Guardianship Division of NCAT).

Complex estate planning advice is a substantial part of his practice, and he also acts as an expert witness.

Who Should Attend?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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