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Testamentary freedom? Claims against the estate presentation

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

This presentation covers:

  • does your will have the final say?
  • categories of claims
  • grounds to prevent grant re intestacy
  • caveats-when?
  • incapacity
  • undue influence
  • Part IV claims (introduction). 

 

Author profiles:

Thomas McMahon
Tom is is a Special Counsel in Litigation at Hall & Wilcox Lawyers in Victoria. Toms current practice includes; tax litigation, business relationship (companies, joint ventures and partnerships) dispute resolution, trust and estate dispute resolution, financial services related dispute resolution, general commercial litigation; and insolvency and restructuring. Tom has Bachelor of Laws and Economics from Monash University and is a member of the Law Institute of Victoria. Current at 11 September 2014 Click here to expand/collapse more articles by Tom McMahon.
 
Emma Woolley CTA
Emma is a Partner in Private Clients at Hall & Wilcox Lawyers in Victoria. Emma has the primary responsibility for the personal and family business succession practice within the Private Clients team. She has extensive experience in the establishment and continuing administration of trusts and complex estate planning matters. Current at 07 January 2015 Click here to expand/collapse more articles by Emma WOOLLEY.

This was presented at Succession Planning Masterclass.

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