How Do Tax Disputes and Estate Disputes Overlap in Family Matters?
When estates involve businesses, trusts, or significant assets, tax and inheritance disputes often collide. Here's how to manage both without making either worse.
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Can a Beneficiary Force the Sale of an Estate Property?
When a beneficiary wants to force the sale of estate property in Australia, the answer depends on whether they're dealing with an executor or co-ownership. Here's what you need to know.
When Does a Family Provision Claim Fail in Australia?
Discover why family provision claims fail in Australia. Learn about eligibility gaps, weak evidence, time limits, and what courts actually look for when deciding provision disputes.
What Happens When Multiple People Claim the Same Super Death Benefit?
When multiple people claim the same super death benefit, the trustee weighs relationships, dependency, nominations and evidence before deciding. Learn what actually happens.
Can You Challenge a Family Trust Decision on the Basis of the Settlor’s Capacity?
Discover when and how to challenge a family trust decision based on the settlor's mental capacity. Expert guidance on evidence, timing, and what makes a challenge legally viable in Australia.
Can You Remove a Trustee Who Isn’t Acting in the Beneficiaries’ Interests?
Learn how to remove a trustee in Australia who isn't acting in beneficiaries' interests, whether through the trust deed, appointor powers, or court application.
What Happens If a Business Owner Dies Without a Buy-Sell Agreement?
When a business owner dies without a buy-sell agreement, the deceased's interest passes to their estate, creating uncertainty over control, valuation, and succession. Here's what actually happens.
How Do Farming Families Divide Assets Between Farming and Non-Farming Children?
Practical guide to dividing farm assets fairly between on-farm and off-farm siblings. Covers equal vs fair shares, payout strategies, and avoiding disputes.
How Do You Protect Estate Assets From a Beneficiary's Creditors?
Learn how to structure your will to protect inheritance from creditors, bankruptcy and business risk. Practical strategies using testamentary trusts and controlled ownership.
How Do You Value a Private Company Holding for an Estate?
Practical guide to valuing private company shares in a deceased estate: methods, documents, executor duties, and avoiding family disputes over business value.
What Is the Moral Duty Test in a Family Provision Claim?
The moral duty test isn't a standalone rule. It's how courts decide whether a deceased person made adequate provision for eligible family members. Here's what that actually means.
What Is the Tax Treatment of a Family Provision Settlement?
Settling a family provision claim? Understand the CGT, stamp duty and Division 7A consequences before you sign. Practical guidance on tax implications for beneficiaries and executors.