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.
The rise of conduct‑based disclaimers shows why executors must document communications carefully and why wills require explicit provisions.
Key rulings highlight elder abuse risks, statutory will complexities, appropriation powers and judicial willingness to impose personal costs or contempt findings.
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.
Decisions on wrongful distribution, enduring powers of attorney, and testamentary and mental capacity. By DARRYL BROWNE.
Decisions on severance by divorce, the essential validity of a will, payment of estate debts, and informal wills and costs. By DARRYL BROWNE.
Josephine Pignataro is a member of the Law Society of NSW’s Elder Law and Succession Committee. She will be speaking at the Specialist Conference Conference…
Wills and estates practitioners have new rules and precedent to follow with a new Supreme Court Practice Note and an influential decision in Alexakis.
Recent decisions involving mutual wills agreement, the validity of witness gifts, executor duties and elder financial abuse. By DARRYL BROWNE.
The rules around self-dealing can complicate seemingly simple sales to executors of an estate: solicitors have a crucial role to play at all stages.
Recent decisions involving informal wills, elder financial abuse and proprietary estoppel. By DARRYL BROWNE.
Recent cases and reform show the importance of deciding whether or not to act for a client, especially for probate solicitors.
Gift or loan? Families can be litigious when they fall out but good practice at the outset can keep it out of court.
Lawyers are seeing an unprecedented demand from clients for wealth protection plans to ensure their legacy is carried out upon death.