News

The importance of reviewing your Will to identify who may be eligible to make a claim against your estate

By Natalie Lewis, Solicitor, and Paul Watkins, Principal In Victoria applications for further provision from a deceased estate are governed by the Administration and Probate Act 1958 (Vic) (‘the Act’). Persons eligible to make an application include: The deceased’s spouse or de facto partner; A child of the deceased including a step-child, adopted child and…

The Importance of Estate Planning

By Andrea Olsson, Senior Associate Estate Planning is increasingly important as the financial affairs of individuals are growing in complexity. Will makers are more likely to own assets across various entities such as companies and self managed superfunds. They or their beneficiaries are frequently living overseas for extended periods of time. Will makers with blended…

COVID-19 Workarounds for Estate Planning

The COVID-19 pandemic has seen an increase in enquiries about how social distancing measures will affect the execution of important legal documents including Wills and Enduring Powers of Attorney. Under the Wills Act 1997, a Will must be signed by or at the direction of the testator in the presence of two independent witnesses each…

Another Will challenge case with no winner – Re: Schlink 2020 [VSC 180] (15 April 2020)

The facts The deceased was survived by his adult daughter from a prior relationship and his partner of some 20 years. The estate was relatively modest, comprising of a house worth $650,000 and a share portfolio of $120,000. The Will left $50,000 to the adult daughter and the balance of the estate to the partner….