estate planning

Case Summary Mcgeough v Ian Torrington Blatchford as administrator of the estate of Margaret Mary Mcgeough [2019] WASC 454

This court case illustrates why these sorts of family provision matters should settle, particularly for a small estate. The first 132 paragraphs deal with the facts.  From that, the Judge concluded that adequate provision had not been made for the reasons given in paragraphs 133 to 142.  Note that the test is not limited to …

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Family Provision Disputes

I went to a 4 hour seminar on Family Provision actions on Tuesday, in which relatives of the deceased claim to have special need that was not adequately provided for by the deceased. It covered recent decisions, superannuation and life insurance implications, preparation for hearings and arguments about equitable estoppel and constructive and resulting trusts …

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Red Cross Wills

Irene and Jarred were busy over the last couple of days taking instructions from clients and preparing wills as part of a fund-raiser for the Red Cross. We are also working on a couple of not-very-straight forward probate applications.  One is for a gentleman who was from Lithuania who died leaving no family in Australia.  …

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What is Estate Planning?

What is estate planning all about? It’s about making adequate provision for those you leave behind. From a legal point of view this includes Wills, enduring powers of attorney, enduring powers of guardianship, and succession clauses in partnership, shareholder and unit holder agreements. For assistance with estate planning, see Michael Paterson & Associates.

Chat:
(08) 9443 5383

Correspond:
legaladvice@patersons.com.au

Coffee:
4/88 Walters Drive
Osborne Park
Western Australia 6017

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