VIC Beneficiary Disclaiming Benefit Through an Affidavit?

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Rob Legat - SBPL

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16 February 2017
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No, they're two different things:
- In disclaimer, you're saying to the executor, "I don't want it, don't give it to me."
- In assignment, you're saying to the executor, "Yes, please give it to me." Then, you're further dealing with it by giving it away. Not the executor, you. From the executors point of view it is no different than if you accepted it and kept it for yourself.
 

Tim W

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28 April 2014
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Is it worth your while to simply accept it, and then more or less immediately gift it to somebody else/ others?
 

Rob Legat - SBPL

Lawyer
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16 February 2017
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Gold Coast, Queensland
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You'll need to find someone local to you who practises in estate law in Victoria. I'm located in Queensland, and the rules differ state to state. I suggest you look for someone in your area via www.lawtap.com