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Planning for death paper

Published on 12 Apr 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper examines the process of administering an estate before and after the death of a client.  Topics are discussed under headings:

  • Wills
  • Intestacy - what happens?
  • Testamentary Trusts
  • Before the client dies
  • Family Provision Act claims
  • Probate and administration

 

 

Author profile:

Richard Neal
Richard has been in practice as a solicitor in NSW since 1973, and is a partner in the firm of Teece Hodgson & Ward, Sydney. His work is mainly litigation, predominantly contested Probate, Family Provision cases and other Equity work, including shareholder and partnership issues. Richard has presented on areas such as Wills and estates law, powers of attorney, guardianship and advanced care directives from 1985 onwards. He also does financial management and guardianship work, including in the Guardianship Tribunal of NSW. Complex estate planning advice is a substantial part of his pratice, and he also acts as an expert witness. Current at 02 June 2014 Click here to expand/collapse more articles by Richard NEAL.
 

This was presented at Planning the estate plan.

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Planning for death

Author(s):  Richard NEAL

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