Death benefit dilemmas: formal and essential validity and effectiveness

A review of recent AFCA decisions clarifying how trustees test nominations, identify dependants and exercise discretion when no effective nomination exists.

By - 1 min read

Elder law & succession: March 2026

Discussion of key principles on relevance for disclosure, rebutting revocation presumptions, identifying testamentary intent, estoppel and family provision relief.

By - 2 min read

Who gets it now? Navigating disclaimers and judicial advice in estate administration

The rise of conduct‑based disclaimers shows why executors must document communications carefully and why wills require explicit provisions.

By - 1 min read

Elder law & succession: February 2026

Key rulings highlight elder abuse risks, statutory will complexities, appropriation powers and judicial willingness to impose personal costs or contempt findings.

By - 2 min read

Succession law’s inheritance: exploring its foundations and future

It’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 - 2 min read

Elder law & succession: December 2025

Doctrine of hotchpot, probate guidance, adult child family provision, family tree diagrams, interpretation of ‘vesting’ and international disclaimers.

By - 12 min read

Wilfully blind

Trust structures can derail estate plans. This scenario shows why lawyers must check deeds, vesting dates and foreign person clauses before drafting a will.

By - 1 min read

Elder law & succession: November 2025

Decisions on informal wills, EPoA compliance and forum disputes—offering guidance on intention, donor protection and international estates.

By - 1 min read

‘What’s the passcode?’: why iPhone access now belongs in your estate planning brief

Smartphones hold more than texts and notes—they may contain your client’s final and enforceable testamentary wishes.

By - 2 min read

Elder law & succession: October 2025

Key rulings on family provision, hotchpot, rectification, superannuation and law reform in England and Wales.

By - 2 min read