Estate planning Succession 2013

Challenges to wills

Source: Western Australia

Published Date: 8 Feb 2013

 

This presentation addresses the grounds on which a will may be challenged, including:

  • validity issues (such as lack of testamentary capacity, undue influence, informality of the testamentary instrument)
  • inheritance disputes (that is, claims under the Inheritance (Family and Dependants Provision) Act 1972 (WA) for proper and adequate provision from the estate of a deceased person)

Sally Bruce gives examples of common situations in which a will is challenged and provide some practical guidance about minimising the risk of a challenge. She also talks about the impending changes to the inheritance legislation which will, among other things, give a stepchild standing to sue the estate of a step-parent in certain circumstances.

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Individual Session

Challenges to wills

Author(s): Sally Bruce
Materials from this session:

Details

  • Published By: Sally Bruce
  • Published On:8 Feb 2013
  • Took place at:Hyatt Regency, Perth

The material is copyright. Apart any fair dealing for the purpose of private study,

research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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Estate planning Succession 2013

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