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Live Webinars

Live Webinar: Freedom of Testation vs. Moral Duty: Navigating Family Provision Claims

While testamentary freedom allows a testator to distribute their assets as they see fit, this right can be challenged when family dynamics and moral obligations come into play. This session delves into the delicate balance between a testator's freedom and the potential for family
PRESENTED BY Steven Jell Special Counsel - Slee Anderson & Pidgeon Lawyers , Busselton

Date/Time

Thursday 7th August 2025
Vic, NSW, Qld, ACT, Tas: 1.30pm to 2.30pm
SA & NT:  1.00pm to 2.00pm
WA: 11.30am to 12.30pm

About the Webinar

While testamentary freedom allows a testator to distribute their assets as they see fit, this right can be challenged when family dynamics and moral obligations come into play. This session delves into the delicate balance between a testator's freedom and the potential for family provision claims, including:

  • Limits to testamentary freedom - understanding when and why a testator’s wishes may be overridden
  • Identifying circumstances that may lead to a court-ordered redistribution of assets
  • Identifying the classes of individuals who can make a claim
  • Assessing the factors that determine whether an eligible person is wholly or partially dependent on the deceased
  • Adequacy of provision - defining what constitutes proper maintenance, education, or advancement in life for an eligible claimant
  • The criteria for granting extensions in family provision applications and what constitutes “sufficient cause”
  • Frameworks for achieving practical, cost-effective, and timely resolutions in family provision disputes

Presented By

Steven Jell
Special Counsel, Slee Anderson & Pidgeon Lawyers Busselton, WA

Steven was admitted to practice in 2009. Prior to joining the team at Slee, Anderson and Pidgeon Lawyers, Steven practised in both Melbourne and Brisbane delivering sophisticated estate planning and commercial solutions to high net worth, high-profile and business clients.

Having been a fan of the southwest of Western Australia for many years, Steven and his family made the move to Busselton in 2024 to be closer to relatives and extended family.

Steven provides clients with estate planning, self-managed superannuation, asset protection, structuring and succession planning advice as well as broader transaction-based legal services. Steven is passionate about using his experience to take a proactive approach to the implementation of various strategies and structures aimed at the intergenerational transfer of wealth and the mitigation of litigation risks. 

Steven is an accredited specialist superannuation adviser with the SMSF Association and regularly presents for education providers. In 2021, Steven was highlighted as a rising star by Doyle’s Guide in the Wills, Estates and Succession Planning Law practice areas.

Who Should Attend?

This webinar is suitable for succession lawyers – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Certificate

Registered live webinar delegates will receive a CPD certificate for attendance at this webinar. Lawyers can claim up to 1 CPD unit/point – substantive law. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

WA lawyers – Please note that TEN is unable to verify your completion of recorded webinars to the Legal Practice Board of WA. TEN is an accredited provider.

While TEN takes all reasonable care to include accurate and up-to-date information regarding CPD category classifications and compliance obligations, information regarding CPD point allocation are provided as a guide only. Allocation of CPD points is subject to the CPD requirements of your jurisdiction, personal circumstances and professional requirements. You are solely responsible for determining whether a particular product is appropriate for your CPD requirements.

 

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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