New South Wales succession lawyers face the challenging task of balancing client needs with delicate family dynamics, but also contend with the constant challenge of assessing testamentary capacity, alongside complex tax matters. On top of that, the unique notional estate rules specific to New South Wales create further layers of complexity.

TEN The Education Network’s New South Wales Wills & Estates Conference will address these challenges, along with other important issues which have been front and centre in the world of succession law over the past year. dominated the succession law landscape in the last twelve months, including keeping superannuation trustees on the straight and narrow, family provision cases and non-biological children, as well as showing executors the door.

Part 1: Thursday 16 November 2023

Creating the Will

• Knowledge and Approval and Testamentary Capacity: Getting the Foundations Right
• Statutory Wills: The Making or Altering of Wills by Courts
• Where There’s a Will There’s a Way: Informal Wills and Testamentary Intent

Part 2: Friday 17 November 2023

Litigation and Disputes

• Think of the Children: Guarding Against Family Provision Claims by Disgruntled Beneficiaries
• Three Claims and A Court: The Intersect Between Constructive Trusts, Promissory Estoppel and Family Provision Claims
• Once Upon a Time In NSW: The Use and Abuse of Notional Estate Orders

Part 3: Thursday 23 November 2023

Sharpening the Practitioner Skillset

• The Perks of Being Tax Savvy: Deceased Estates and Tax
• Incapacity, POA and Guardianship in NCAT: Mind the Gap
• Lost in Practice: When the Trust Deed is Lost or Needs Alteration

Part 4: Friday 24 November 2023

Misconduct and Abuse Risks

• Under the Influence: Detecting and Addressing Undue Influence in Succession Matters
• Executor Duties and Misconduct: Safeguarding Beneficiary Rights in Estate Administration
• Protecting the Vulnerable: Safeguarding Against Elder Abuse and Fraud by Powers of Attorney