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SHORT COURSE

Wills and Estates Update

Enrol now
$ 460.00

START DATE

 26 March

MODE

 On Campus (Sydney)

DURATION

 4 hrs

COMMITMENT

 4 hrs
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Meet the Experts

Dr Nola Ries

Dr Nola Ries
Professor, UTS Faculty of Law

Nola Ries, BA (Hons), JD, MPA, LLM, PhD (Behavioural Science), is an expert in law, health and ageing and a member of the UTS Law|Health|Justice Research Centre. She is qualified as a lawyer in Australia and Canada and is an experienced educator and researcher in the fields of Elder Law and Health Law. Nola has designed and delivered numerous university and continuing professional education courses for legal and health professionals.

Nola leads practice-relevant education and research on elder abuse, advance planning for incapacity, and the rights of people with dementia. She has a strong focus on community engagement and interprofessional collaboration to improve justice and health outcomes for older people. She is a prolific author of over 80 academic journal articles and book chapters. Nola serves on committees of the Australian Association of Gerontology and the National Health and Medical Research Council.

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Mandy Tibbey

Mandy Tibbey
Barrister, 8 Wentworth Chambers

Mandy has practised at the NSW Bar since 2004 and, prior to that, as a solicitor in a range of equity, commercial and administrative law matters including family provision, wills and probate, trusts, commercial and property-related claims, discrimination, consumer law and disciplinary matters. She appears in the Supreme Court of NSW, Federal Court of Australia, ICAC and other courts and tribunals as required.

Mandy is a Part-Time Senior Legal Member of the NSW Civil and Administrative Tribunal. She is a contributing author to Thomsons NSW Civil Procedure and the popular Thomsons Civil Law Procedure Handbook.

Mandy has served as a Member of the NSW Bar Association’s Human Rights Committee and Professional Conduct Committee and is a past Chair of the Women Barristers Forum.

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Isabel McLelland

Isabel McLelland
Senior Associate, Teece Hodgson & Ward

Isabel McLelland (LLB(Hons)) has been recognised by Doyle’s Guide in the area of wills and estates and has won multiple Lawyers Weekly awards. Isabel enjoys sharing her professional knowledge and has conducted workshops for charity organisations as well as for probate registrars and judges of the Supreme Court.

Isabel joined Teece Hodgson and Ward in 2022. A large focus of Isabel’s practice is complex estate planning and advice in relation to trusts. She also acts for executors and beneficiaries in relation to estate matters, including probate applications, construction of wills, and estate administration disputes. Isabel has run Supreme Court proceedings for both private clients and charities to resolve trust-related issues and disputes. She also acts for both plaintiffs and defendants in estate litigation, including family provision and contested probate matters.

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Barrister Mandy Tibbey (8 Wentworth Chambers), UTS Law’s Professor Nola Ries and Isabel McLelland (Senior Associate, Teece Hodgson & Ward) present tips and insights into best practice in succession law. This course will update your proficiency in family provision claims, allegations of undue influence in estate matters, and planning for clients living with dementia.

About this course

Legal professionals should endeavour to maintain knowledge and proficiency in all areas of succession law. This legal CPD short course provides an update about principal issues in wills and estates.

During the administration of an estate, there are often delays and challenges such as testamentary capacity, undue influence issues and family provision. These issues remain a major concern for the courts and the community.

Our experts will guide participants through critical issues and challenges when obtaining a grant of probate and the role, rights, and powers of the executor and trustees. Insights from experts in this area will arm you with knowledge of the industry best practices to help safeguard you against potential challenges to provisions, administration, grant, appointment, or your own professional conduct.

Key benefits of this course

This course has been designed to equip participants with:

  • Insights about current and significant legal issues relating to wills and estates
  • Knowledge of the important steps in obtaining a grant of probate
  • Knowledge of the role, rights, and powers of the executor
  • Insights into matters involving undue influence and testamentary capacity
  • Update on family provision claims
  • Continuing Professional Development (CPD) - For NSW lawyers, the Law Society of New South Wales advises: “If this particular 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."

Digital badge and certificate

A digital badge and certificate will be awarded following the successful completion of any necessary tasks or assessments to demonstrate acquired learning of the short course or for meeting attendance and/or participation requirements.

Learn more about UTS Open digital badges.

Price

Full price: $515 (GST free)*

Early bird price: $460 (GST free)* Early bird price ends on Tuesday 25 February 2025, 11.59pm (AEDT).

*Price subject to change. Please check price at time of purchase. 

Discounts are available for this course. For further details and to verify if you qualify, please check the Discounts section under Additional course information.

Enrolment conditions

Course purchase is subject to UTS Open Terms and Conditions. 

COVID-19 response 

UTS complies with latest Government health advice. Delivery of all courses complies with the UTS response to COVID-19.

Additional course information

Course outline

This course is planned as a half-day, face-to-face seminar on campus at UTS. Please note that times, speakers and topics in the following program are subject to change.

Course date: Wednesday 26 March 2025

8.45am – Arrival and registration

Presentations:

  • Improving legal planning for clients living with dementia
    Dr Nola Ries – Professor, UTS Faculty of Law
  • Significant family provision cases and trends in the last 12 months
    Mandy Tibbey – Barrister, 8 Wentworth Chambers
  • Probate undue influence
    Isabel McLelland – Senior Associate, Teece Hodgson & Ward

1pm – Close

Learning objectives

Upon the successful completion of this course, learners should be aware of:

  • Testamentary capacity and undue influence issues
  • The role, rights and powers of the executor
  • Family provision claims
  • Best practice in wills and estates.

On-campus and onsite course logistics

Catering provisions and dietary requirements

Morning tea will be provided for course participants. If you have any dietary requirements, please contact law.shortcourses@uts.edu.au after you enrol.

Accessibility

If you have any specific accessibility requirements, including the need for breastfeeding facilities, please contact law.shortcourses@uts.edu.au

Course location

UTS Campus, Broadway – location will be provided to enrolled participants prior to course commencement.

Requirements

Mandatory

To access the course materials for this short course, you will need a personal computer with adequate internet access and an operating system with a web browser compatible with Canvas, the UTS Learning Management System.

Discounts

Discounts are available for this course as follows:

  • 10% discount for 2-4 participants from the same organisation
  • 15% for 5+ participants from the same organisation
  • 10% discount for UTS alumni and staff

Discounts cannot be combined and only one discount can be applied per person per course session. Discounts can only be applied to the full price. Discounts cannot be applied to any offered special price. 

Multiple enrolments from the same organisation
To take up this offer, email law.shortcourses@uts.edu.au with

  • Your organisation’s name,
  • The course name and date and
  • The number of people you’ll be enrolling (minimum of 2 participants).

UTS alumni and staff
Please contact the team at support@open.uts.edu.au with your student or staff number to request your discount voucher code. 

If you have forgotten your UTS student number, email support@open.uts.edu.au with your full name, UTS degree and year of commencement.  

How to apply your discount voucher 

  • Add this course to your cart 
  • Click on "View Cart" (blue shopping trolley at top right of screen). You will need to sign in or sign up to UTS Open 
  • Enter your eligible code beneath the “Have a code?” prompt and click on the blue "Apply" button 
  • Verify your voucher code has been successfully applied before clicking on the blue "Checkout" button. 

Contact us

For any questions on enrolment or payment, please email support@open.uts.edu.au 

If you have a specific question on course content or requirements, please email law.shortcourses@uts.edu.au

Who is this course for?

This short course is suitable for, but not limited to:

  • Wills and estates specialists
  • Estate planning professionals
  • General legal practitioners
  • Barristers
  • Financial advisors
  • Accountants
  • Not-for-profit (NFP) sector
  • Trustee corporations legal officers.

Book a session

Wed 26 Mar 2025-
Wed 26 Mar 2025
Expert: Dr Nola Ries, Mandy Tibbey, Isabel McLelland
  • UTS City Campus. Click on the underlined sessions and hours total link below to reveal specific session details.
  • On Campus (Sydney)
  • 1 session, 4.15 hours total
$ 460.00

Enrolments close at 11.59pm Sunday 23 March 2025 (AEDT), or when all places have been filled, whichever occurs first. Note that invoices must be paid in full and reconciled by our Finance team before you can access your online course materials. 

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Acknowledgement of Country

UTS acknowledges the Gadigal people of the Eora Nation, the Boorooberongal people of the Dharug Nation, the Bidiagal people and the Gamaygal people, upon whose ancestral lands our university stands. We would also like to pay respect to the Elders both past and present, acknowledging them as the traditional custodians of knowledge for these lands.

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