Published on 17 Oct 17
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This session will provide an overview of the foundation rules that are core to an estate planner, including:
- basic rules on drafting and executing wills
- informal wills
- basic rules on intestacy
- powers of attorney and guardianship appointments
- challenging a will
- family provision.
Richard has been in practice as a solicitor in NSW since 1973, and is a partner in the firm of Teece Hodgson & Ward, Sydney. He has presented seminars and workshops, and also participated in panel discussions in the areas of Wills and estates law, power of attorney, guardianship and advanced care directives from 1985 onwards. These presentations have included extensive current case law outlines. His work includes litigation, predominantly contested Probate, Family Provision cases and other Equity work, including shareholder and partnership disputes. He also does financial management and guardianship work, including in the Guardianship tribunal of NSW (now Guardianship Division of NCAT) Complex estate planning advice is a substantial part of his practice, and he also acts as an expert witness.
- Current at
24 July 2017