Superannuation and life insurance are often one of the most valuable assets forming part of a deceased person’s estate.

To the surprise of many, these assets commonly pass to beneficiaries outside of the Will, particularly in circumstances where a will challenge has been anticipated.

Depending on the steps taken by the deceased when they were alive, the superannuation and life insurance may either be distributed per a binding nomination, reversionary pension, or at the discretion of the trustee of the fund. Any of which can provide harsh results, particularly in blended family situations.

Our Litigation and Dispute Resolution Team can assist you with:

  • Preparing an application for payment of superannuation and life insurance benefits which will give you the best chance of receiving a distribution

  • Challenging the validity of binding death benefit nominations

  • Self-managed superannuation fund (SMSF) disputes

  • Obtaining compensation for Improper superannuation payments to executors and administrators in their personal capacity

  • Strategic advice regarding your best chance of recovery in deceased estates involving superannuation and life insurance

Book a free initial consultation with one of our expert Litigation & Dispute Resolution Solicitors today.

 

 

2022 Doyles Estates Planning
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