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Testamentary freedom? Claims against the estate paper

Published on 11 Nov 14 by VICTORIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • categories of claims against estates
  • category 1 claims and caveats
  • who can lodge a caveat?
  • revocation of grant of representation
  • incapacity
  • testamentary undue influence
  • category 2 claims introduction
  • current law
  • new law
  • role of representatives in relation to potential Part IV claims
  • what assets are in dispute?
  • prevention.

Author profiles:

Tom McMahon

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Emma WOOLLEY

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