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Family provision claims: How to safeguard assets outside of your will presentation

Published on 02 Jun 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • family provision claim
  • eligible person
  • time limits
  • mediation
  • what the court will consider
  • adequate provision
  • what is the estate of the deceased?
  • what is the notional estate?

Author profile

Lisa Oddo
Lisa is a Solicitor at N.Panos & Associates, a boutique law firm specialising in tax, superannuation, commercial law, and estate and business succession planning matters. Lisa has provided clients with superannuation and estate planning advice including representing clients in family provision claims. - Current at 28 June 2016
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This was presented at NSW 9th Annual Tax Forum .

Get a 20% discount when you buy all the items from this event.

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