12 Decisions Later: Succession Law Case Update 2023 – The Highlights Reel – on-demand Fireside Chat – John Armfield interviews Richard Neal

The past 12 months has been a busy period in the world of wills and estate planning. To help succession lawyers keep up to date with case law and understand its relevance to their practice, this fireside chat between two leading experts will summarise the facts and key takeaways from 12 decisions of note handed down in the past 12 -18 months including:

• The recent High Court decision in Hill v Zuda (which followed Benz v Armstrong 2022) and the impact of this decision on the construction of binding death benefit nominations
• Application of MLC Investments [2022] NSWSC 1541 (criminal law consequences in estate matters)
• Owies [2022] VSCA 142 (challenging exercise of discretion for discretionary family trusts)
• Re Kordos [2023] VSC 14 (regarding conflict of interests when executor seeks appointment as ad litem administrator)
• Ritossa v Ritossa [2023] NSWCA 14 (regarding the proper appointment of interim administrators)
• Olsen v James [2020] NSWSC 1015 (claim for costs in estate administration following distribution in error to charities)
• Re Permewan (No 2) [2022] QSC 114 (gift and loan back arrangements)
• Chisak v Presot [2022] NSWCA 100 (testamentary capacity, eligibility to claim and whether proper provision has been made for a party)
• Re Estate Capelin, deceased [2022] NSWSC 238 (use of probate caveats)
• Re Estates Brooker-Pain and Soulos [2019] NSWSC 671 (inappropriate use of subpoenas)
• Lewis v Lewis [2021] NSWCA 168 (regarding knowledge and approval)
• Bear v Bear, Jordan v Bear [2022] NSWSC 1687 (limits of impact of consent orders on a will)