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Challenges to wills presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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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.

Author profile

Sally BRUCE
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This was presented at Estate Planning Day 2013 .

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Individual sessions

Estate planning and superannuation

Author(s):  Jemma SANDERSON

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UK inheritance tax

Author(s):  Colleen Handy

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Challenges to wills

Author(s):  Sally BRUCE

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Interaction between family law and succession law

Author(s):  Andrew DAVIES

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Act as an executor? A service for clients or living the nightmare?

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