Cooper Grace Ward’s estate administration and disputes team provides expert advice to clients about all aspects of estate management and about complexities that arise in estates.
Increasingly we are seeing more complexities in estates due to the increase in personal wealth, and the different ways clients own their assets. Disputes in an estate can be associated with the terms of the Will, the needs of the potential beneficiaries, how assets are owned or the conduct of the executor and beneficiaries.
The emphasis for executors is on compliance with the high level of duty and responsibility arising from their position, and to avoid the risk of personal liability.
For beneficiaries it can be difficult to determine whether the executor is providing them with the correct information, and whether the estate is being properly administered.
For advice on estate administration and disputes, call (07) 3231 2444.
Our estate administration team provides expert advice with caring, personal attention in relation to all estate administration matters, including:
- applications for probate, and letters of administration
- advice about intestate estates (where there is no valid Will or the Will does not deal with all assets)
- advice to executors on duties and obligations
- executor’s commission (whether an executor should be paid for their time and trouble administering the estate)
- advice to beneficiaries about their rights
- collection and distribution of assets
- liaising with accountants and other financial advisers
- advice about structures connected to the estate e.g. trusts, superannuation, insurance and taxation matters
- superannuation advice
- capital gains tax and general estate tax advice.
Our team provides estate dispute resolution, litigation services and expert advice to solve estate disputes, including:
- bringing and defending family provision claims (a claim for a larger share of the estate)
- bringing and defending a Will dispute (lack of capacity, informal Wills)
- statutory Wills
- the meaning of the terms of a Will
- removal of executors
- disputes involving structures outside of the estate (trusts, companies and self-managed superannuation)
- superannuation and life insurance disputes and objections
- enforcing or disputing binding death benefit nominations
- disputes involving enduring powers of attorney and financial administrators
- guardianship tribunal work and protected estates.