Skip to content
Michele Davis

Michele Davis

succession nerd . lawyer . mediator . educator . creator . writer

  • Home
  • About me
  • Speaking
  • Research & publications
  • my law firm
  • Hello Law
  • Contact

Tag: inter-generational wealth transfer

No Undue Influence + Mutual Wills: Appeal dismissed in Birch v Birch case (Qld)

I have been eagerly awaiting delivery of the appeal decision in Birch v Birch [2018] QSC 289. The case of Birch v Birch involved a situation where a mother had transferred her interest in a farming property to one of her sons, who also happened to be the mother’s duly appointed power of attorney. Whilst…

Read More

Duty Bound: solicitor’s duty to beneficiary of incapable testator after inter vivos transfer

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 More
md@micheledavis.au
07 3184 9124

Follow my blog

Enter your email address to follow Michele's blog and receive notifications of new posts by email.

  • Facebook
  • Instagram
  • Linkedin
  • YouTube
Powered by WordPress.com.
 

Loading Comments...