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This book is only available in PDF format

Authors: Vicki Ammundsen, Stephen McCarthy
Published: 14 June 2018
Pages: 47

Introduction

When clients are contemplating making their wills, the distribution of assets may make perfect sense to them at that time but issues can quickly emerge upon death.

This paper explores recent claims under the Family Protection Act and the Testamentary Promises Act, key Property (Relationships) Act issues, and the practical implications of these developments for your clients.

Content outline

  • Potential Will challenges
  • Family Protection Act
  • Case Law Principles
  • Testamentary freedom
  • Spouse/partner claims
  • Children claims
  • Grandchildren claims
  • Practical considerations when advising on wills where a family member is omitted
  • Testamentary Promises
  • Testamentary capacity
  • Duress and undue influence
  • Costs in estate matters
  • Where the pendulum falls
  • What can practitioners do?
View contents page
Vicki Ammundsen Stephen McCarthy
Vicki Ammundsen
Vicki Ammundsen Trust Law
Auckland		 Stephen McCarthy
Barrister
Auckland

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