Trouble at the bank of mum and dad
Gift or loan? Families can be litigious when they fall out but good practice at the outset can keep it out of court.
By Anneka Frayne - 7 min readGift or loan? Families can be litigious when they fall out but good practice at the outset can keep it out of court.
By Anneka Frayne - 7 min readLawyers are seeing an unprecedented demand from clients for wealth protection plans to ensure their legacy is carried out upon death.
By Niki Schomberg and Chelsea Baker - 7 min readCourts have held that a solicitor’s role can extend to advising on and severing joint tenancies where applicable.
By Sophie Duffy and Charu Stevenson - 4 min readA solicitor approached to draft a will does not always owe a duty of care to a prospective beneficiary. By ABBEY BURKE.
By Abbey Burke - 5 min readWhen construing a will, attention should be given to the whole of the will to ascertain the testator’s intention. By DARRYL BROWNE.
By Darryl Browne - 5 min readAn examination of the key authorities demonstrates that the Court places great weight on a testator’s appointment of an executor and trustee and will not…
By Peter Baltins - 11 min readThe contest between the deceased’s obligations to a second wife or husband and obligations towards adult children by the first wife or husband is familiar…
By Darryl Browne - 6 min readEnsure your client has capacity; consider an informal will in appropriate cases. By PETER MORAN and TOBY BLYTH.
By Peter Moran and Toby Blyth - 4 min readThe question of how to deal with missing beneficiaries continues to arise in wills and estates cases. By DARRYL BROWNE.
By Darryl Browne - 5 min readRemember that transfers to beneficiaries of a will under a power of sale or testamentary option are not CGT free. By JIM MAIN.
By Jim Main - 3 min readFamily business is a large and growing part of the economy, however family business owners often fail to devote sufficient time to planning the succession…
By Donal Griffin - 6 min readDo legal practitioners owe a duty to missed beneficiaries or entitled persons overlooked on intestacy? By CHARLOTTE SCHAEFER.
By Charlotte Schaefer - 6 min readClaims against solicitors by disappointed beneficiaries on the basis of delay in will preparation are on the increase. By RAY WARD and PETER MORAN.
By Ray Ward and Peter Moran - 3 min read