shopping_cart

Your shopping cart is empty

Testamentary freedom? Claims against the estate 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.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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
Emma Woolley CTA
Emma Woolley, CTA, of Hall & Wilcox Lawyers has extensive experience in advising clients in estate planning and estate administration, trust establishment and ongoing administration, trust estate disputes, and structuring for succession of ownership and control of private and family businesses. She leads Hall & Wilcox Lawyers’ Private Client practice. Emma’s clients include high net worth individuals, families and privately held businesses. - Current at 12 September 2022
Click here to expand/collapse more articles by Emma WOOLLEY.

 

This was presented at Succession Planning Masterclass .

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

Individual sessions

Testamentary freedom? Claims against the estate

Author(s):  Tom McMahon,  Emma WOOLLEY

Materials from this session:

Achieving a successful SMSF succession plan

Author(s):  Thalia KALABOUKAS,  Bernie O'SULLIVAN

Materials from this session:

Further details about this event:

 

Copyright Statement