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"Crisp orders" - more than just a life interest estate planning estates family provision wills Sep 06, 2018

The term "Crisp order" refers to the principal established by the 1979 Supreme Court of New South Wales decision, Crisp v Burns Philp Trustee Company Ltd.  The principle relates to family provision cases, where a person who satisfies the definition of "eligible person" makes a claim against the esta...

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Another successful claim by an adult child for further provision from their parent's estate estate planning estates family provision wills Aug 12, 2017

On 10 August 2017, the Supreme Court yet again made an order in favour of an adult child who claimed for a larger share of their deceased parent's estate, under the family provision laws: Towson v Francis [2017] NSWSC 1034

The family

The person making the claim was one of 3 adult children whose mo...

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Leaving a relative out of a will contested will estate planning estates family provision wills Feb 24, 2017

For a whole variety of reasons, some clients choose to leave close family members out of their Wills.  Sometimes it’s because of a long-standing family conflict, sometimes because they feel that a particular family member does not need as much financial assistance as other family members.

Anyone wh...

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Can a former spouse make a claim on my estate? contested will deceased estate divorce estate planning estates family provision intestacy wills Feb 13, 2017

A recent Supreme Court decision (Lodin v Lodin; Estate of Dr Mohammad Masoud Lodin [2017] NSWSC 10) has highlighted the rights that former spouses may have to make a claim on a deceased’s estate – particularly if the estate is substantial and the Court finds that the deceased had a moral obligation ...

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Case update - adult children challenging a parent's estate contested will estate planning estates family provision wills Aug 15, 2016

It is an unfortunate fact of life that family relationships break down - and as a result, the aggrieved family member may alter their Will to remove the other family member as a beneficiary, or only leave them with a nominal gift - even if it is their child.  Whilst it is every person's right to pre...

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When a deceased drastically changes their will just prior to their death capacity deathbed wills estate planning estates family provision Feb 11, 2016

When there are drastic changes in the content of the will of a deceased just prior to their death, a number of potential issues arise which need to be addressed in the administration of the deceased’s estate.  It is not uncommon for so called “deathbed wills” to be challenged by aggrieved family mem...

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My relative has died without leaving a will (that is, intestate). What do I need to do? estate planning estates family provision intestacy wills Dec 08, 2015

It is a commonly held belief that if you die without a Will, your assets automatically transfer to the State.  However, this is incorrect.  It is only if you die without a Will and without any eligible relatives that your assets will transfer to the State.

Who are eligible relatives?

Eligible rela...

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Does a disabled adult child have the right to claim against their parent's estate? contested will estate planning estates family provision succession act wills Jul 09, 2015

In the recent case of Baird v Harris, the Supreme Court of New South Wales certainly thought so.

This case concerned the estate of a deceased man who had 2 adult children, one of whom suffers from Autistic Spectrum Disorder.  The deceased’s estate consisted of a property near Lake Macquarie, cash, ...

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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.