Episodes
Sunday Apr 10, 2022
Freedom of Discretion: Re Marsella and ”real and genuine” consideration
Sunday Apr 10, 2022
Sunday Apr 10, 2022
In this episode, Caite & Michele discuss:
Follow up question from 'Episode 1: To Love and To Loath'
The self-managed superannuation case of Re Marsella; Marsella v Wareham [No 2] 2019 VSC 65 - where SMSF trustee was found not to have acted with 'real and genuine' consideration of potential beneficiaries of superannuation and SMSF trustee removed
What we've learned [since our last episode]
What's coming up in our next episode.
Have a question or want to submit a case for discussion, send Caite & Michele an email at hello@theheirwaves.com.
Don't forget to subscribe for all the latest episodes!
See you next time on The Heir Waves.
** IMPORTANT NOTICE **
The information provided in this podcast is not to be construed as legal advice under any circumstances. The information provided is of a general nature. If you require help with a legal matter, contact your lawyer and obtain advice for your specific circumstances.
Saturday Mar 12, 2022
To love and to loath: Cases on mutual wills and disentitling conduct
Saturday Mar 12, 2022
Saturday Mar 12, 2022
In this episode, Caite & Michele discuss:
the mutual wills case of Forster v Forster [2022] QSC 30
the family provision case (including disentitling conduct allegations) of Hartley v Hartley [2021] QDC 323
managing expectations of potential beneficiaries to mutual wills agreements
the efficacy of statutory declarations of reasons by a testator
Have a question or want to submit a case for discussion, send Caite & Michele an email at hello@theheirwaves.com.
Don't forget to subscribe for all the latest episodes!
See you next time on The Heir Waves.
** IMPORTANT NOTICE **
The information provided in this podcast is not to be construed as legal advice under any circumstances. The information provided is of a general nature. If you require help with a legal matter, contact your lawyer and obtain advice for your specific circumstances.
Monday Feb 21, 2022
Introduction to The Heir Waves Podcas
Monday Feb 21, 2022
Monday Feb 21, 2022
Join well respected and expert Australian succession lawyers Caite Brewer and Michele Davis on The Heir Waves as they discuss the latest succession, wills, estates and trust cases from around Australia.