The distinction between documents of the trust liable to be delivered up to incoming trustees and documents that a beneficiary of the trust may be entitled to see is part of the ongoing dispute in the Hancock and Rinehart families.
A recent American case, where executors of an estate took action against Yahoo Inc. for the release of the deceased’s electronic email account (a “digital asset”) is interesting on several fronts.
Justice Bowskill in Re Narumon Pty Ltd [2018] QSC 185 has provided a very useful judgment regarding whether an attorney can enter into a Binding Death Benefit Nomination (BDBN) on behalf of the principal who provided the power.
The impact that social media and other commentary has on this process.
It is interesting to review several recent determinations by the SCT to clearly understand the process adopted in disputes arising from decisions of a Superannuation Fund Trustee (Trustee).
We previously reported on a family provision claim by a former spouse, who had a property settlement with the deceased more than 20 years earlier,
The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament with the majority of reforms taking effect on 1 July 2017.
In the recent case of Application by Clauson [2017] NSWSC 1265, judicial advice was sought relating to whether the proceeds of certain insurance policies were liable to be applied in payment of debts of the deceased.
The Victorian Supreme Court recently considered an application by the executors of an estate and the trustees of a trust to be at liberty to distribute the assets of the estate and trust without concern for any potential liability which may arise after distribution.