It is no surprise to any of my colleagues in the succession world that this topic is of great interest to me. So, you can imagine my interest when I found this case. A few days ago, the New South Wales Supreme Court determined a matter that involved a family provision claim by an adult…
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It was in the context of preparing for the delivery of my recent presentation for The Tax Institute’s Death…and Taxes Symposium on the Gold Coast recently that I come to read a recent case of solicitor negligence in the context of estate planning. In the appeal decision of McFee v Reilly [2018] NSWCA 322, a…
Read MoreElder Abuse is alive and well.. unfortunately. It has become such a problem it now has a name? How did this happen?… That’s a rhetorical question. I’ve been reading more and more of Actor Mickey Rooney’s struggle and despite his original wealth and celebrity status, he was still just a gentleman, taken advantage of by…
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