Superannuation and the Estate: Executor and Administrator Obligations
Examine the complexities of superannuation in estate matters. Explore when the superannuation is part of the estate depending on the superannuation fund. In addition, delve into the obligations of the personal representative when discretion exists and other practical issues.
Description
Attend and earn 1 CPD points in Competency Area 4: Substantive Law
This program is based on WA legislation
Superannuation and the Estate: Executor and Administrator Obligations
- Whether the superannuation is part of the estate
- With respect to Commonwealth superannuation
- With respect to State superannuation
- Other superannuation funds
- Where there is a discretion, what is the obligation of the Personal Representative?
- Other practical issues
Presented by Maree van der Kwast, Director, Dwyer Durack Lawyers; Preeminent Wills, Estates & Succession Planning Lawyer and Wills & Estates Litigation Lawyer, Doyle’s Guide 2019
Presenters
Maree van der Kwast joined Dwyer Durack in 2001 and heads the Succession Department. Since being admitted to practice, she has focused on litigation relating to equitable claims, action pursuant to the Inheritance Act and disputes about deceased estates, trusts and wills. Maree also drafts wills and administers non-contentious estates.
Testimonials
“Very engaging and knowledgeable”
“Thorough paper, explained cases and linked topics well”
“Engaging slides, practical advice”