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103399
Individual Podcasts

Rest in Peace: Essential Elements of Family Provision Settlement Deeds

Coming to a settlement in family provision disputes can bring the acrimony to an end, but the devil will be in the detail in the settlement agreement. This session provides advice and guidance to practitioners on drafting key components of valid, effective and binding settlement a
PRESENTED BY Anthea Kennedy Partner, Accredited Specialist Wills and Estates - Bridges Lawyers , Sydney

Date/Time

About the Podcast

Coming to a settlement in family provision disputes can bring the acrimony to an end, but the devil will be in the detail in the settlement agreement. This session provides advice and guidance to practitioners on drafting key components of valid, effective and binding settlement agreements, including:

  • Jurisdictional issues in family provision settlement agreements
  • What to look out for in preparing multi-party agreements
  • The role and responsibility of parties to the dispute in settlement deed preparation and agreement
  • Structuring the deed of settlement and use of attachments and schedules
  • Defining disputed issues and assets and agreed division
  • Crafting clear tax, duty and financial impact clauses
  • Drafting challenges in releases and indemnities
  • Building fairness and reasonableness into agreements for court satisfaction
  • Cases and examples

Presented By

Anthea Kennedy
Partner, Accredited Specialist Wills and Estates, Bridges Lawyers Sydney, NSW

Anthea has been in practice as a solicitor since 1992. She has presented seminars and workshops in the areas of Wills and Estates law from 2002 onwards.

Her work is mainly litigation, a high proportion of which is contested Probate, Family Provision cases and other Equity work, together with estate planning advice.

Anthea is an Accredited Specialist in Wills and Estates Law and is a past Chair of the Advisory Committee for Specialist Accreditation in Wills and Estates. She is also a committee member of the Society of Trust & Estate Practitioners.  Anthea is listed in the Doyle’s Guide of Leading Wills & Estates Litigation Lawyers 2023 as Preeminent in Australia and Market Leader in NSW. She is also listed as Preeminent in Leading Wills, Estates & Succession Planning Lawyers, NSW in 2023.

CPD Information

0.5 CPD units

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

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