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The power of section 100 statements: exploring the testator's choices in estate planning estate planning estates family provision succession act supreme court Apr 10, 2023

 When a person creates a will, they have the power to decide who will inherit their property and assets after they pass away. In some cases, a testator may choose to exclude a child from their will, and in such cases, they may choose to include a statement explaining the reasons why the child was ex...

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Who is a "child" when planning your estate? estate planning estates family provision succession act Dec 07, 2022

In a modern society where dynamic family structures are becoming more prevalent and varying methods of contraception are widely accessible, it follows that the legal definition of a 'child' has broadened significantly. Where 'child' was previously considered as only biological, the definition has no...

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Attempting to sever a joint tenancy by relying on a Power of Attorney estate planning estates power of attorney property real property act Nov 10, 2022

If you are appointed as a substitute attorney under a Power of Attorney, ensure that you are validly entitled to act if the first appointed attorney is unable or unwilling to so act, and that you are acting within the scope of your designed power.  These issues, and more, were considered by the Supr...

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When a de facto relationship exists - even though you don't live together de facto deceased estate estates intestacy succession act supreme court Sep 07, 2022

Not only can an estate challenge be made by someone who is a blood relative of the deceased (so long as they satisfy one of the categories of relatives set out in the definition of “eligible person”, as defined in section 57 of the Succession Act 2006 (NSW)), but it can also be made by someone who i...

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Acting under a Power of Attorney estate planning estates power of attorney real property act Nov 13, 2020

The Equity Jurisdiction of the Supreme Court handed down a decision on 23 October 2020 in relation to legal issues in the areas of Estate Law and Property Law. Several properties which are of importance in the case are located in the Sutherland Shire.

Guirguis v Girgis [2020] NSWSC 1468 (23 October...

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Statutory wills - for when testamentary capacity is lacking capacity estate planning estates family provision intestacy statutory will succession act supreme court wills Sep 08, 2020

Division 2 (in particular, section 18) of the Succession Act 2006(NSW) allows the Court to authorise wills to be made, altered or revoked for persons who do not have testamentary capacity , whilst they are still alive (s18(3)) – this includes a minor who does not have the capacity to make a Will (s1...

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Life estates and will disputes contested will estate planning estates family provision probate wills Jun 24, 2020

Overview

Wills and Estates can be a particularly complex area of law, especially where multiple family provision claims are being made.  In the case of Ng v Lau; In the Estate of Ken Kui Yuen Lau [2020] NSWSC 713, a number of issues were raised including two family provision claims, and whether a s...

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Disputing a burial plot licence contract law deceased estate equitable estoppel estate planning estates Apr 15, 2020

Case:

Kovac v Chanak [2017] NSWSC 1023 (31 July 2017)

This matter relates to the burial of “Jovan Kovac” in plot #33 at Mona Vale Cemetery in June 2012.  At the time, the burial took place with the consent of the deceased’s cousin (the defendant in these proceedings), who holds the burial licence ...

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What will be accepted as an Informal Will? estate planning estates informal wills wills Feb 14, 2020

We often hear people say “I’ve been putting off my will for such a long time!” But what happens if you put it off for too long and you don’t have the opportunity to have your will prepared by a solicitor, or even if you write your own Will without the benefit of obtaining legal advice, in the hope t...

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Can you prevent a claim? estate planning estates family provision probate wills Feb 13, 2020

It can be hard when preparing a Will to determine whether or not the testator ought to leave a token legacy for those people whom they believe would otherwise make a claim on their estate.  This case is an example of the possible orders a court will make where it is satisfied that the main beneficia...

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Gift or Loan - lending money to relatives caveat estate planning estates gift intellectual property loan agreements property Dec 05, 2019

If you intend to provide monies to relatives, friends or related parties – such that the loan is not an arms’ length transaction, it is important to consider what ramifications that may have on your estate or may cause if you later seek to have that loan repaid.

There is a risk when you are lending...

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Avoiding family provision claims on your Estate: things to consider when preparing your Will estate planning estates family provision wills Nov 22, 2019

In a judgment handed down on 30 April 2019, the Court of Appeal has allowed an appeal by the adult children of a deceased man for further provision from his Estate.

The Case:  Squire v Squire [2019] NSWCA 90 (30 April 2019)

The Family – In this case, the deceased had three adult children and had

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This blog provides general information and should not be construed as legal advice. Laws may have changed since the publication of this content. We recommend consulting with a qualified legal professional to ensure compliance with current legislation and to address specific circumstances.