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Searching Content indexed under Wills/ Intestacy/ Estate Planning by Bartier Perry ordered by Published Date Descending.
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I want a distribution! When can an executor be compelled to make an interim distribution?
In certain circumstances a beneficiary may request and compel an executor to make an early (interim) distribution.
Australia
30 Jul 2019
2
Succession planning for the family trust - Helpful hints when dealing with the detail
This article highlights some of the 'details' that need to be considered to plan for the succession of the family trust.
Australia
2 Jul 2019
3
Inheritance and the benefits of DNA testing
Trustees should be aware of benefits of DNA testing to resolve inheritance disputes or estate administration problems.
Australia
14 Jun 2019
4
Court finds notes dictated in hospital are a valid Will – the liberal decision of Borthwick v Mitchell [2017] NSWSC 1145
Recent case highlights power of court to dispense with important legal requirements for Wills to be properly signed and witnessed.
Australia
22 May 2019
5
Succession planning for the family trust – Getting started
This article highlights preliminary issues to be considered before developing a succession plan for your family trust.
Australia
19 May 2019
6
Changes to the Succession Act 2006 (NSW) make life easier for late claimants
Article discusses s58(2) which permits extensions of time to make family provision claims if all parties consent.
Australia
8 May 2019
7
Where angels fear to tread: Non-party requests for access to Court files relating to a deceased estate
Access to Court files will be granted to a non-party if a registrar is satisfied that ‘exceptional circumstances' exist.
Australia
15 Apr 2019
8
The unmaking of a Will – the need for strict compliance with the formalities for cancelling (revoking) a Will
Article discusses recent case which highlights the importance of adhering to formalities required when revoking a Will.
Australia
23 Jan 2019
9
Inheritance and wrongful death – judicial discretion to reflect community values
Discussion of the forfeiture rule (now reflected in the Forfeiture Act 1995 (NSW)) and its application.
Australia
17 Oct 2018
10
Access to digital assets upon incapacity or death
Digital assets are now quite significant for most people and need to be considered in the event of incapacity or death.
Australia
6 Oct 2018
11
2018 Federal Budget - Taxation of testamentary trusts
One of the areas addressed in this Budget is an "integrity measure" in relation to the taxation of testamentary trusts.
Australia
17 May 2018
12
Does the distribution of assets under deceased estates and land titles always match? Where inaccuracy can cost you
A nightmare of financial and administrative problems in a deceased estate could be encountered by outdated land titles.
Australia
15 Dec 2017
13
The challenges of modern estate planning
Ageing populations giving rise to an increasing number of blended families will drive up complexity in estate planning.
Australia
31 Jul 2017
14
Thinking about your will? Wondering whether youre obliged to provide for an estranged child?
Let's face it: family relationships can be tricky and no family is perfect.
Australia
11 Jun 2017
15
New Tax changes to Super laws - 10 tips for SMSFs before 30 June 2017
You must discuss these significant changes with your SMSF clients and review their estate planning before 1 July 2017.
Australia
11 Jun 2017
16
When families disagree over a loved one's burial
The person named as an executor in the deceased's will has the right to arrange for the burial of the deceased's body.
Australia
14 Mar 2017
17
Reviewing and updating your Power of Attorney in NSW
In 2013, a new and improved format for the power of attorney document has been legislated by the NSW Parliament.
Australia
20 Mar 2014
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