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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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Choosing your Executor estate planning estates executor duties wills Oct 15, 2019

Choosing who you want to administer your Will once you have passed is an important decision. Whoever you choose will be responsible for managing your estate and all the assets and liabilities contained therein. The role of executor is that of a fiduciary (i.e. a position of trust), which means there...

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The importance of following proper processes for making a Statutory Declaration business estates litigation notary public property statutory declaration May 02, 2019

As lawyers and Justices of the Peace, we are often asked to witness signatures on important documents such as Statutory Declarations.  As authorised witnesses, we must ensure that we comply with the witnessing requirements as set out in the Oaths Act for a number of reasons, otherwise we risk being ...

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Clarifying the deceased’s relationships at the time of death – and determining who has the right to decide on burial or cremation deceased estate estates intestacy wills Mar 22, 2019

If a deceased person has not specified whether they would like to be buried or cremated (in their Will or otherwise), the legal right to make such a decision rests with the deceased’s next of kin.

The Supreme Court decision of Dragarski v Dunn [2019] NSWSC 300 dealt with a deceased who had died int...

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Family Provision - full and frank disclosure in contested estates contested will deceased estate estates family provision wills Mar 21, 2019

CASE UPDATE: The Supreme Court of New South Wales has recently handed down a decision (Stone v Stone [2019] NSWSC 233) stressing the need for participants to Family Provision proceedings to make full and frank financial disclosure to the Court, and to the other parties. This means complete disclosur...

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Need advice or direction when acting under a Power of Attorney? estates power of attorney Nov 13, 2018

If you are appointed as someone’s attorney, pursuant to a Power of Attorney, you have the right (pursuant to section 38 of the Powers of Attorney Act 2003) to seek advice and directions from the Supreme Court regarding the exercise of any function.  Once that advice is received, then you cannot be h...

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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.