Published on 08 Feb 13
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation 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.
Current at 13 February 2013
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