Seminars
| FORTHCOMING SEMINARS | |
| 27 November 2021 | Riverina Law Society Topical Issues with Elder Law and Succession |
| 19-21 November 2021 | Blue Mountains Succession Conference, facilitate panel discussion |
| 11 November 2021 | UNSW Will drafting workshop |
| 4 November 2021 | Law Society of NSW, Power of Attorney Masterclass |
| 23 October 2021 | Eastern Suburbs Law Society, Topical Succession and Elder Law issues |
| 22 October 2021 | Elder Law Conference |
| PAST SEMINARS | ||
| 24 August 2021 | UNSW, Severing a joint tenancy by will-making | |
| 5 August 2021 | Specialist Accreditation Conference 2021, Trends and Developments | |
| 30 April 2021 | Upper Hunter Law Society. Topical issues with elder law and succession | |
| 23 March 2021 | UNSW Wills & Estates intensive: Will drafting solutions to address common problems. This session will cover identifying and responding to Ademptions and identifying and addressing complexities associated with drafted wills for blended families (i.e. portable life estates, mutual wills) | |
| 16 March 2021 | TEN webinar “The Rise and Rise of Informal Wills”, on Tuesday 16th March, 2021, at Formation of Wills in the Modern World: Lunchtime Online Conference | |
| 9 March 2021 | Law Society of NSW Wills & Estates Intensive Day, 9-10am, delivered entirely online, topic Mental Capacity – what is it, how is it assessed, what are the challenges? | |
| 6 March 2021 | BMLS Annual conference: Powers of Attorney: the good, the bad and the ugly | |
| 9 December 2020 | UNSW CPD Direct superannuation update | |
| 12 November 2020 | UNSW Will drafting workshop | |
| 6 November 2020 | Central West Law Society – Annual CLE Day | |
| 30 October 2020 | Upper Hunter Law Society: Topical issues with elder law and succession | |
| 13 October 2020 | Coffs Harbour/North Rivers Regional Law Society – Estate Planning in the time of Covid-19 | |
| 12 September 2020 | Panel discussion at BMLS Succession conference | |
| 20 August 2020 | UNSW CPD Direct – Better Will drafting | |
| 7 May 2020 | Implications of electronic witnessing provisions | |
| 20 March 2020 | TEN Informal Wills | |
| 12 March 2020 | UNSW: Superannuation Death Benefits | |
| 12 November 2019 | Parramatta and District Law Society, Topical legal issues | |
| 17 October 2019 | TEN: Shades of Grey | |
| 18 September 2019 | TEN, The Rise and Rise of Informal Wills | |
| 14 September 2019 | BMLS: Succession Conference, facilitate panel discussion | |
| 9 September 2019 | TEN, Misbehaving agents | |
| 22 August 2019, | TEN: The Rise and Rise of Informal Wills | |
| 15 August 2019 | LawAustralasia – Special Interest Group conference: Mental capacity: Issues with assessment | |
| 15 August 2019 | Law Society PoA Masterclass | |
| 9-10 August 2019 | Law Society’s Specialist Accreditation Conference – key-note. | |
| Wills, estates and estate planning: where it’s been, where it’s at and where it’s going. It’s important that we don’t lose an appreciation of the past as we plan for the future. | ||
| 16-18 July 2019 | ThomsonReuters: Elder financial abuse what to look for? | |
| When financial abuse is suspected what should you be looking for and what level of evidence should you have before you report suspected financial abuse or take other action? The presentation will cover misuse of enduring powers of attorney, actions by non-attorneys, the liability of third parties and best practice to avoid financial abuse | ||
| 1 July 2019 | LSJ UNSW: Best Practice to prevent elder abuse | |
| 27 June 2019 | UNSW: Mental Capacity | |
| 18 June 2019 | UNSW: Developments in Powers of Attorney | |
| 6 June 2019 | LSJ: There’s a growing issue about the responsibilities of LPR to claim or collect the superannuation death benefit. This could form the basis for a wider discussion of the estate planning options for death benefits. | |
| 23-24 May 2019 | TEN, “Shades of Grey: Determining Capacity in Older Clients” | |
| 30 April 2019 | SMSA, Elder Abuse | |
| 27 March 2019 | Law Society of NSW, Mental capacity: recovering from abuse | |
| 27 March 2019 | Benchmark: Granny Flats and the Legal Perspective: The Enticing Attraction and the Perilous Risks | |
| 27 March 2019 | Law Society of NSW, Mental capacity: recovering from abuse | |
| 27 March 2019 | UNSW CPD, Elder abuse: the profession’s role | |
| 16 March 2019 | BMLS Annual Conference – Developments with Powers of Attorney | |
| 26 November 2018 | Law Society Power of Attorney Masterclass | |
| 26 October 2018 | Law Society – Rural issues conference | |
| 13-14 September 2018 | STEP Global conference (Vancouver, BC, Canada) – Decision making models in the 21st Century | |
| 25 July 2018 | TEN webinar – Misbehaving agents under power of attorney – legal and equitable remedies for elder financial abuse | |
| 28 June 2018 | Law Society Power of Attorney Masterclass | |
| 21 June 2018 | Legal Aid conference | |
| 7-8 June 2018 | TEN – Misbehaving agents under power of attorney – legal and equitable remedies for elder financial abuse. | |
| 22 May 2018 | Macarthur Law Society – The revival of wills | |
| 23 March 2018 | Central West Law Society – Best practice to prevent elder abuse | |
| 20 March 2018 | Law Society – Analysing notional estate claims | |
| 15 March 2018 | Law Society – Power of Attorney Masterclass | |
| 2 March 2018 | TEN – Undue influence – Coercion in wills | |
| 19-20 February 2018 | Seniors Rights Service – 5th National Elder Abuse Conference – The role of advisers in preventing elder financial abuse | |
| 19 February 2018 | Piano Forte, Legal Aid Commission – Elder Abuse | |
| 16 February 2018 | Newcastle Law Society – Assessing Mental Capacity | |
| 29 November 2017 | Law Society – Powers of attorney and land transactions | |
| 29 November 2017 | TEN, video webinar – Undue influence – coercion in wills | |
| 1 November 2017 | UNSW – Wills and Estates seminar – Informal wills from different perspectives | |
| 29 October 2017 | Eastern Suburbs Probate and Conveyancing Group: Reilly v Reilly | |
| 5-6 October 2017 | North & North West Law Society Cairns – Inheritance issues with superannuation death benefits: can an executor ignore the deceased death benefit? |
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| 16 & 17 September 2017 | The Blue Mountains Law Society – Succession Conference | |
| 15 September 2017 | Law Society – Preparing a Power of Attorney to avoid elder abuse | |
| 17-18 August 2017 | Wills and Estates Conference, Gold Coast – Undue influence – coercion in wills | |
| 7 June 2017 | Bankstown and District Law Society – Topical estate planning with superannuation | |
| 29 June 2017 | Law Society Power of Attorney Masterclass | |
| 13-14 May 2017 | COL 2017 Specialists Legal Conference at Novatel Manly: Contemporary issues with superannuation |
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| 12 May 2017 | Southern Tablelands Law Society – Powers of Attorney with special reference to limitations |
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| 3 May 2017 | St George Sutherland Law Society – Topical aspects of succession and elder law, especially in relation to elder abuse |
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| 31 March 2017 | Law Society Ethics and Abuse | |
| 24 March 2017 | Upper Hunter Law Society: Elder Abuse – the professional’s role | |
| 21 March 2017 | Law Society Ethics and Elder abuse | |
| 21 March 2017 | Law Society Power of Attorney Masterclass | |
| 16 March 2017 | Law Society Power of Attorney Masterclass | |
| 15 March 2017 | Estate Planning Issues with Superannuation, Bankstown Law Society | |
| 10 March 2017 | Law Cover Annual One Day Claims Prevention Seminar | |
| 24 February 2017 | Coffs Harbour Law Society: Elder law and Ethics | |
| 21 February 2017 | COL Topical issues in elder law | |
| 16 February 2017 | Bench TV 10:00 am – Powers of Attorney | |
| 11 February 2017 | TEN Armidale Conference – Superannuation: Elder Abuse: the dilemmas and what to do about it |
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| 17 October 2016 | Elder abuse: the preventative role a solicitor can play, AGAC 2016 National Conference | |
| 21 October 2016 | Ethics and Elder abuse, Rural Issues Conference | |
| 16 November 2016 | Certificate in Powers of Attorney, Enduring Guardianship, Advance Care Directives, College of Law |
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| 19 August 2016 | Superannuation – executor conflict dilemmas and what to do about them, Television Education Network, Seventh Annual Wills and Estates Conference, Gold Coast |
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| 3 September 2016 | Selection of topical issues with estates, informal wills, family provision claims, notional estate claims, ademption, advance care directives, Orana Law Society |
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| 15 September 2016 | Masterclass on Powers of Attorney, New South Wales Law Society | |
| 17 September 2016 | Elder abuse: the preventative role a solicitor can play, Blue Mountains Succession Conference |
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| 16 June 2016 | Masterclass on Powers of Attorney, New South Wales Law Society | |
| 23 March 2016 | Ten commonly occurring problems with powers of attorney, LS | |
| 17 March 2016 | Masterclass in Powers of attorney, LS | |
| 9 March 2016 | Estate planning aspects of family provision claims, City of Sydney LS | |
| 5 March 2016 | Update on property law and title insurance, BMLS Annual conference | |
| 5 March 2016 | Estate planning with superannuation, BMLS Annual conference | |
| 26 February 2016 | Ethics 1 and 2, Clarence River & Coffs Harbour Regional LS | |
| 25 February 2016 | Family provision claims, Clarence River & Coffs Harbour Regional LS | |
| 5 February 2016 | Conflicts of interest for an attorney: 57th Annual Armidale CLE Conference | |
| 17 September 2015 | Masterclass on powers of attorney, LS | |
| 11 June 2015 | Masterclass on powers of attorney, LS | |
| 30 May 2015 | YL’s annual conference, Informal wills | |
| 15 May 2015 | Orana LS, Estate planning for superannuation | |
| 15 May 2015 | Orana LS, Ten commonly recurring problems with powers of attorney | |
| 11 May 2015 | Accredited specialists in wills and estates, commission for executors, international wills et al |
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| 24 March 2015 | College of Law – Gifts to solicitors and conflicts of interest | |
| 23 March 2015 | NSWLS, Power of Attorney | |
| 18 March 2015 | Bankstown and District LS, family provision claims | |
| 7 March 2015 | BMLS Annual conference, Family provision claims | |
| 7 March 2015 | BMLS Annual conference, Informal wills | |
| 25 February 2015 | COL webinar, Gifts to solicitors and conflict of interest | |
| 12 February 2015 | Estate planning for Superannuation, City of Sydney LS | |
| 21 November 2014 | Enduring powers of attorney, Central West LS conference | |