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 readKey rulings on will construction, inheritance contracts, injunctions restraining solicitors, informal wills, headstones and superannuation. By DARRYL BROWNE
By Darryl Browne - 2 min readA simple guide on how to identify, protect and reclaim assets before they become ownerless under Australian law.
By Hayder Shkara - 1 min readKey elder law rulings on notional estates, family provision costs, powers of attorney, executorship and production of wills.
By Darryl Browne - 2 min readA recent Federal Court decision examines the situations giving rise to testamentary offsets, key cases and other similar equitable principles.
By Darryl Browne - 2 min readWhy digital assets like crypto and NFTs demand a place in your estate plan, and how courts and practitioners are adapting to the digital frontier.
By Mary-Ann de Mestre - 1 min readKey rulings on family provision, superannuation disputes and notification duties that discuss fairness, eligibility and estate administration.
By Darryl Browne - 2 min readImportant elder law cases on service of notice for family provision claims and allocating superannuation death benefits.
By Darryl Browne - 2 min readCourts are increasingly willing to step outside the traditional presumptive relationships of influence following recent adoption of UK case law.
By Mary-Ann de Mestre - 1 min readAs the great wealth transfer looms, courts increasingly require solicitors to take a conservative approach in assessing testamentary capacity.
By Sophie Duffy and Baron Alder - 1 min readCases on when an estate’s administration is complete, managing non-complying SMSFs, cognitive impairment and testamentary capacity, and more. By DARRYL BROWNE.
By Darryl Browne - 2 min read