EPEq logo

 

Dispute Prevention

The costs of defending a deceased estate from challenge by an aggrieved family member can be very high and yet so often easy to predict during the lifetime of the estate planner.
The strategies for preempting an estate challenge in Australia can be divided into 2, ie the more limited options for assets subject to New South Wales succession law and the greater range of choices available for assets subject to the succession laws in other states and territories.

In all Australian jurisdictions, care must be taken to ensure that any transfer of wealth out of reach of challenge is effective, eg any gifts must actually occur, rather than being mere journal entries. Dispute prevention options often include gift and loan back strategies, designed to reduce the net equity of assets otherwise forming part of a personal estate. Such strategies are often a much less expensive option than transfers of assets that might trigger a capital gains tax or land transfer duty liability.

Committed to providing an effective and tailored strategy for the individual.

Contact us



Level 13, 200 Queen St
Melbourne 3000 AU

+613 8600 6906

Lawyers

Estate Planning Equation - Preventative Law




Our team


Allan Swan
Director
allan.swan@epeq.com.au

Karen Ho
Lawyer
karen.ho@epeq.com.au

Naomi Swan
Law Clerk
naomi.swan@epeq.com.au

Feedback | Privacy policy | Terms and Conditions of site use | The use of links constitutes acceptance of these terms and conditions.