Claims Against Estates: Sowing the Seeds of a Dispute

Learning Outcomes

• Identify what forms part of the estate, including the significance of asset ownership, relationship property arrangements and lifetime transactions.
• Recognise how lifetime decisions can create or increase post-death dispute risk, particularly where wills, contracting out agreements, ownership structures and family expectations do not align.
• Assess potential claims arising under the Family Protection Act 1955, Property (Relationships) Act 1976 and others within the wider factual and financial context of the estate.
• Navigate succession planning for blended families, including the tension between providing security for a surviving partner and preserving assets for children.
• Understand how decisions made during incapacity can affect an intended succession plan.
• Consider the intricacies of Deeds of Family Arrangement and their role in recording negotiated solutions when disputes arise after death.

Who Should Attend?

Anyone undertaking private client, wills, estates or relationship property work, including general practitioners and legal executives. 

Presenter

Philip McHugh | Legal Counsel, Perpetual Guardian