Date & time: 25 February 2025, 9.00am to 12.30pm AEDT
In this half-day online seminar, you will have the opportunity to learn the fundamental principles involved in taking instructions and drafting a will.
At the end of the webinar, you will be able to:
Feedback from past attendees:
Facilitated by:
Katelin Whitley, Principal, Bestic Law and Accredited Specialist in Wills and Estates and Accredited Specialist in Property Law
OUTLINE
9.00am: Login and welcome
9.05am: Framework for succession law and testamentary capacity, undue influence and fraud
10.05am: Solicitor duties – capacity in doubt and giving advice
10.20am: Morning break
10.30am: Structure of a will
11.15am: Asset identification
11.45am: Morning break
11.55am: Non-estate assets and solicitors’ duties – will drafting
12.30pm: Q&A and Close
This live webinar is ideal for solicitors in general practice, lawyers and specialists in commercial law, elder law, wills and estates, property law, medico law, estate planning specialists, probate lawyers and staff, family law practitioners and new solicitors (years 1-5 in practice).
This webinar is produced in NSW and features a NSW based practitioner. This webinar is available to practitioners from all jurisdictions.
All times listed for this course are Australian Eastern Daylight Savings Time (AEDT). Please take note of any time differences if you are registering from QLD, WA, SA, NT or from outside Australia.
The course complies with the mandatory requirement of Professional Skills.
If you intend to claim CPD units for this educational activity, please note that CPD activities are not accredited by the Law Society of NSW or any other equivalent local authority, with the exception of Western Australia. If you hold a practising certificate in a state or territory other than Western Australia and this educational activity extends your knowledge and skills in areas that are relevant to your practice needs or professional development, then you should claim one (1) "unit” for each hour of attendance, refreshment breaks not included. The annual requirement is ten (10) CPD units each year from 1 April to 31 March. Some practitioners, such as accredited specialists are required to complete more than ten (10) units each CPD year.
Practitioners holding WA practising certificates are not eligible to earn CPD points for this course.
Katelin Whitley
Principal, Bestic Law, Accredited Specialist, Wills & Estates and Accredited Specialist in Property Law
Katelin Whitley is the principal of Bestic Law located in Sydney and the Hunter Valley and practices primarily in succession and trust matters. She was admitted to practice in 2001 and was recognised by the NSW Law Society as an Accredited Wills and Estates Specialist in 2011.
She has considerable experience advising and acting on contested estate litigation including lack of testamentary capacity and undue influence cases, family provision claims, construction of will litigation, and application of the Forfeiture Act. Katelin has represented estates, applicants, and beneficiaries.
She works on both simple and high level estate planning and acts on estate administrations including for large and complex estates.
Katelin has been lecturing in the College of Law Wills & Estates Masters of Law Program since 2017. She has completed Masters of Law at the University of Sydney and Masters of Forensic Mental Health in the UNSW School of Psychiatry. She has also been a member of the Law Society of the NSW Elder Law and Succession Committee since 2012. She is a Notary Public and Accredited Specialist in Property Law since 2021.
Please be aware that video/audio recording may occur at professional development events organised by the College of Law for use on our website, marketing materials and publications. By attending and participating in a College of Law Continuing Professional Development course, you consent to the College of Law photographing or recording and using your image and likeness and/or voice.
“This is the second webinar I have done with Katelin Whitley. I also did the will drafting one. She is a great presenter in my view and obviously very experienced. I am very appreciative as I am about to go into my own practice. Materials were great and I will look out for her future webinars.”
Past Attendee
“This webinar was run professionally. Katelin was a fantastic presenter who was easy to listen to and follow. I would be happy to attend another of Katelin’s seminars in the future.”
Past Attendee
“Very informative. Presenter was knowledgeable and easy to listen to. Chat box with comments and questions also a really good idea.”
Past Attendee
C“Katelin presented well, efficient in the allocated time and relevant and interesting content.”
Past Attendee
“Katelin was so professional and helpful, I got a lot out of this.”
Past Attendee