Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
104388
Individual Podcasts

Slicing Up the Leftover Pie: Treatment of Non-Estate Assets in Estate Litigation

Increasingly estates are consisting of assets which are not included in a will, such as family trusts, superannuation and insurance benefits. These assets can be significant in value, and can form a valuable tool in managing and settling family disputes are the death of the asset

About the Podcast

Increasingly estates are consisting of assets which are not included in a will, such as family trusts, superannuation and insurance benefits. These assets can be significant in value, and can form a valuable tool in managing and settling family disputes are the death of the asset holder. This session will examine strategies for slicing up the entire pie in the event of a dispute, including:

  • The fate of non-estate assets following death
  • The limitation of family provision claims and why disappointed beneficiaries are looking elsewhere
  • Negotiation strategies for family dispute management including family agreements
  • Calculating the pie and options for division
  • Key players in negotiations including executor, beneficiaries and trustees
  • How difficult is it to get a trustee to agree to a settlement involving movement of trust property out of a trust?
  • The impact of the notional estate rules in NSW
  • Factoring financial imposts and consequences in settlements
  • Settlement deeds – key clauses and drafting tips
  • Process and administration issues to be aware of

Presented By

Angela Laylee
Barrister, Inns of Court Chambers Brisbane, QLD

Angela Laylee practiced as a solicitor in Brisbane for 12 years and was called to the Bar in 2016. Angela has a background in both corporate and personal insolvency. Angela is also experienced in family law matters, wills and estates disputes (in particular family provision applications), and commercial litigation including contract disputes and property matters. As well as appearing regularly in both the state and federal jurisdictions, Angela is also frequently involved in Alternate Dispute Resolution processes and is a Nationally Accredited Mediator.

CPD Information

0.6 CPD units

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact us, on (03) 8601 7700 or email: [email protected]

Go to top