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Recorded Webinars

Recorded Webinar: Why Lawyers in All States Need to Understand the NSW Notional Estate Rules

This webinar looks at notional estates and when they need to be considered. While we often think this topic is only relevant to NSW practitioners, it is becoming more common for Australians to hold their assets in multiple places and therefore, more of a reason for practitioners

Date/Time

About the Webinar

This webinar looks at notional estates and when they need to be considered. While we often think this topic is only relevant to NSW practitioners, it is becoming more common for Australians to hold their assets in multiple places and therefore, more of a reason for practitioners nation-wide to be aware of the operation of the notional estate rules. We will look at:

  • When can a notional estate order be made?

    • Transfer requirements

    • Disadvantage requirement

    • Time limits

    • Other considerations

  • When in practice do courts make notional estate orders?

  • How is super impacted by notional estate orders?

  • Joint tenancy and application of the notional estate rules

  • Gifts made prior to death and notional estate rules

  • Operation of mutual wills and notional estate orders

  • Notional estates, family companies and lessons from Hitchcock v Pratt

Presented By

Lindsay Ellison SC
Barrister, Wardell Chambers Sydney, NSW

After a short and uneventful career as a suburban solicitor, Lindsay was called to the Bar in 1985. He became a Senior Counsel in 2005. He practises principally in Equity and Probate and has appeared in many leading NSW Wills and Estates cases. He frequently lectures barristers and solicitors, and occasionally Judges, on aspects of law and practice. He is an accredited Mediator under the Australian Mediation Accreditation System.

In 2015, Doyle’s Guide listed Lindsay as a leading Senior Counsel in NSW Wills and Estates litigation. In 2016, he became pre-eminent. He is not sure why. In 2017, 2018 and 2019 that status was continued. In 2020, 2021 and 2022, he is the Market Leader.

In May 2016, he delivered the Sir Ninian Stephen Lecture for Equity Trustees Limited.

Lindsay is a former Secretary-General and later Vice President of the Australian Academy of Forensic Sciences, and a longtime member of the Australian Skeptics, the Samuel Griffith Society, the Sydney Institute, the Centre for Independent Studies, and the Goon Show Preservation Society.

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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