Death benefit dilemmas: trustee discretion and AFCA’s approach to law and fact
Recent cases demonstrating how AFCA re‑weighs evidence, wishes and dependency with less formal fact-finding processes.
By Darryl Browne - 1 min readRecent cases demonstrating how AFCA re‑weighs evidence, wishes and dependency with less formal fact-finding processes.
By Darryl Browne - 1 min readAn illustration of the severe tax and duty risks that arise when wills purport to deal with assets held through companies and trusts.
By Amanda Tully - 1 min readInfluential decisions highlighting how flexibility, discretion and restraint define contemporary estates practice.
By Darryl Browne - 1 min readA review of recent AFCA decisions clarifying how trustees test nominations, identify dependants and exercise discretion when no effective nomination exists.
By Darryl Browne - 1 min readDiscussion of key principles on relevance for disclosure, rebutting revocation presumptions, identifying testamentary intent, estoppel and family provision relief.
By Darryl Browne - 2 min readThe rise of conduct‑based disclaimers shows why executors must document communications carefully and why wills require explicit provisions.
By Mary-Ann de Mestre - 1 min readKey rulings highlight elder abuse risks, statutory will complexities, appropriation powers and judicial willingness to impose personal costs or contempt findings.
By Darryl Browne - 2 min readIt’s not just about wills—it’s a centuries-old mix of canon, common law and equity. Understanding its roots reveals its logic and trajectory.
By Professor Prue Vines - 2 min readDoctrine of hotchpot, probate guidance, adult child family provision, family tree diagrams, interpretation of ‘vesting’ and international disclaimers.
By Darryl Browne - 12 min readTrust structures can derail estate plans. This scenario shows why lawyers must check deeds, vesting dates and foreign person clauses before drafting a will.
By Amanda Tully - 1 min readDecisions on informal wills, EPoA compliance and forum disputes—offering guidance on intention, donor protection and international estates.
By Darryl Browne - 1 min readSmartphones hold more than texts and notes—they may contain your client’s final and enforceable testamentary wishes.
By Mary-Ann de Mestre - 2 min readKey rulings on family provision, hotchpot, rectification, superannuation and law reform in England and Wales.
By Darryl Browne - 2 min read