Estate Planning and Succession Law in New South Wales

A Comprehensive Guide to Estate Planning and Succession Law in New South Wales

Estate Planning and Succession Law in New South Wales is a definitive and contemporary guide to succession and estate planning law in NSW, addressing the legal, financial, and strategic considerations that arise as unprecedented levels of wealth are transferred between generations.

The book provides a comprehensive examination of the core estate planning documents, including wills, enduring powers of attorney and enduring guardianships, with detailed analysis of their preparation, operation, and practical risks. It explores common issues that arise in will-making — such as capacity, undue influence, informal wills, and statutory interpretation — and the consequences these issues can have on the administration of estates.

A significant focus is placed on contested estates and succession disputes, including family provision claims, challenges to the validity of wills and disputes involving blended families, business interests, and vulnerable beneficiaries. Against the backdrop of an estimated trillion dollars in wealth expected to transfer from this generation to the next, the book highlights the growing importance of careful estate structuring and risk management to minimise conflict and preserve wealth.

The text also addresses the broader estate planning framework, including taxation considerations, superannuation death benefits, self-managed superannuation funds, and life insurance, and how these assets interact with wills and estate structures. Practical guidance is provided on aligning legal documents with tax, superannuation, and insurance strategies to achieve effective succession outcomes.

Combining rigorous legal analysis with a practical and commercial focus, Estate Planning and Succession Law in New South Wales is an essential resource for practitioners, advisors and students navigating the complexities of modern estate planning and succession law.

For all enquiries regarding the purchase of Estate Planning and Succession Law in New South Wales, please contact RJ O'Halloran & Co. Solicitors & Attorneys directly.