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Searching Content indexed under Wills/ Intestacy/ Estate Planning by Josephine Heesh ordered by Published Date Descending.
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1
Stamp duty on transferring assets
Article describes how section 63 of the Duties Act 1997 (NSW) affects distribution of assets from an estate?
Australia
18 Sep 2019
2
Stamp duty on transferring assets of a deceased estate
How does section 63 of the Duties Act 1997 (NSW) affect the distribution of assets to beneficiaries of a deceased estate?
Australia
25 Jul 2019
3
A warning for executors: Financial impacts of delays in the sale or transfer of the family home
Executors should be mindful of the potential implications of CGT and land tax where the estate includes the family home.
Australia
20 May 2019
4
What happens if you find a will on the iPhone of a deceased?
You can seek a Court order to dispense with formal requirements for a will and admit the "informal document" to probate.
Australia
20 May 2019
5
Elder abuse and the importance of Enduring Powers of Attorney
One form of Elder Abuse is financial abuse.
Australia
5 Feb 2017
6
Dying without a Will
We explain the rules of intestacy which apply if a person dies without a Will or where the Will is ineffective.
Australia
5 Feb 2017
7
Superannuation changes and their impact on Estate Planning
From 1 July 2017, changes to superannuation as envisaged by the Treasury Laws Amendment Act 2016 will come into effect.
Australia
5 Feb 2017
8
Wills & estates newsletter – December 2016
In this edition our team report on estate planning discussions you might have with your family as you plan for the year ahead.
Australia
4 Dec 2016
9
Wills and estates: initial failure of testamentary gifts
Testamentary gifts may lapse or fail in some circumstances.
Australia
6 Nov 2016
10
Testamentary Capacity – an old rule continues to hold true
The classical test of capacity from Banks v Goodfellow remains relevant, being reaffirmed in a number of modern cases.
Australia
30 Nov 2015
11
Intestate administration and order of deaths: the tragic circumstances in NSW Trustee and Guardian v State of New South Wales [2015] NSWCA 1121
The case highlights the importance of having a will to give a clear direction as to the distribution of estate assets.
Australia
30 Nov 2015
12
Oh those deadly taxes - relating to estate administration
Executors and beneficiaries can be surprised that the issue of tax is raised when administering the assets of the estate.
Australia
30 Nov 2015
13
Shakespeare v Flynn; Shakespeare v Flynn [2014] NSWSC 605: family provision claims on a will
Even express terms and direct justification by a testator may not withstand alteration from a family provision claim.
Australia
27 Jun 2014
14
Charitable Bequests - Issues for will makers
Charities often publish the wording that they recommend be used by a Will maker who wishes to leave a gift to that charity.
Australia
16 Jul 2013
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