Skip to main content
shopping_cart

Your shopping cart is empty

Challenges to wills paper

Published on 08 Feb 13 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper addresses the grounds on which a will may be challenged, including:

  • validity issues (such as lack of testamentary capacity, undue influence, informality of the testamentary instrument)
  • inheritance disputes (that is, claims under the Inheritance (Family and Dependants Provision) Act 1972 (WA) for proper and adequate provision from the estate of a deceased person).

Sally Bruce gives examples of common situations in which a will is challenged and provide some practical guidance about minimising the risk of a challenge. She also talks about the impending changes to the inheritance legislation which will, among other things, give a stepchild standing to sue the estate of a step-parent in certain circumstances.

Author profile:

Sally BRUCE
Current at 13 February 2013 Click here to expand/collapse more articles by Sally BRUCE.
 

 

This was presented at Estate Planning Day 2013 .

Get a 20% discount when you buy all the items from this event.

Individual sessions




Act as an executor? A service for clients or living the nightmare?

Author(s):  Craig MCKIE

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse