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…
Tag: elder abuse
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…
Elder abuse – it even has a name
Elder 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…