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Challenges to wills - Discretionary testamentary trusts paper

Published on 18 Nov 14 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • challenges to wills
  • challenge to validity of will
  • testamentary capacity
  • case illustration
  • informal wills.

 

 

Author profile:

Sally Bruce
Sally is a Special Counsel with Jackson McDonald Lawyers. She has over 15 years' experience in Estate Planning and works closely with clients to develop tailored plans, including multi-generational solutions for the firm's high net worth clients. Sally's estate planning practice is complemented by her work in the field of estate litigation. Sally has been involved in numerous family provision claims and solemn form probate matters. Her experience in this area helps her to identify potential pitfalls at the planning stage and minimise the risk of a challenge. Apart from Estate Planning and Estate Litigation, Sally also practises in the areas of Trusts, Deceased Estates and Guardianship and Administration. Sally is a member of the Law Society of WA and the Society of Trust and Estate Practitioners. Current at 01 July 2014 Click here to expand/collapse more articles by Sally BRUCE.
 

This was presented at Estate Planning Day.

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Individual sessions

Trust disputes

Author(s):  Grahame YOUNG

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