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Overview of Wills & Estates paper

Member Price: $57.00
Non Member Price: $75.00

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 17 Oct 17 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • overview of wills & estates
  • drafting and executing a will
  • informal wills
  • powers of attorney and guardianship appointments (substitute decision-makers)
  • intestacy – surviving spouse
  • intestacy – no surviving spouse
  • challenging a will
  • family provision
  • notional estate
  • court proceedings.

Author profile

Richard Neal
Richard Neal has been in practice as a solicitor in NSW since 1973, and is a partner in the firm of Teece Hodgson & Ward, Sydney. He has presented seminars and workshops, and also participated in panel discussions in the areas of Wills and estates law, power of attorney, guardianship and advanced care directives from 1985 onwards. His work includes litigation, predominantly contested Probate, Family Provision cases and other Equity work, including shareholder and partnership disputes. He also does financial management and guardianship work, including in the Guardianship tribunal of NSW (now Guardianship Division of NCAT) Complex estate planning advice is a substantial part of his practice, and he also acts as an expert witness. - Current at 19 September 2018
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This was presented at NSW 14TH Annual Estate & Business Succession Planning .

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Aged Care Options

Author(s):  Edgar DADISHO

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Overview of wills & estates

Author(s):  Richard NEAL

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Taxation issues for deceased estates

Author(s):  Jo-anne HOTSTON

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