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Recorded Webinars

Recorded Webinar: Staking Your Claim: Eligibility and Evidence Issues in Family Provision Claims

Not every disgruntled family member is able to make a family provision claim. A key component is determining whether a claim has a basis in the first place, as well as adequately addressing and proving need. This session delves into the criteria determining eligibility for asserti

Date/Time

About the Webinar

Not every disgruntled family member is able to make a family provision claim. A key component is determining whether a claim has a basis in the first place, as well as adequately addressing and proving need. This session delves into the criteria determining eligibility for asserting a claim against an estate and explores the evidentiary requirements essential for satisfying the court. It covers:

  • Who’s in and who’s out – navigating the categories of eligible claimants
  • Scope and extent of full and frank disclosure regarding financial position and need
  • Evidence of relationships - what do the courts need to see?
  • The importance of timing – key lessons from Re Haddow: Haddow v Haddow [2021] VSC 553
  • War stories and learnings from recent cases

Presented By

Craig Birtles
Barrister, Second Floor Wentworth Chambers Sydney, NSW

Craig was called to the Bar in May 2017. Craig is a member of the Society of Trust & Estate Practitioners (STEP) and a co-author of C Birtles and R Neal, Hutley's Australian Wills Precedents 8th Edition (LexisNexis Butterworths) 2013, 9th Edition 2016 and 10th Edition 2021.

Before being called to the Bar Craig was a solicitor at Teece Hodgson & Ward from 2008 – 2017 and was an Accredited Specialist in Wills & Estates Law.

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 Information

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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