Private Client Services

RSS Feed

The Club incident and community values - Jul 2015

Recently, the Court of Appeal of the Supreme Court of New South Wales has given some firm guidance upon community values and expectations when an estranged adult son made an Inheritance Family Provision claim against his mother’s estate. Rod Jones and Donna Benge discuss the case of Burke v Burke [2015] NSWCA 195.

No postcard from the Philippines - Jul 2015

Alma Warriner died a widow survived by her son George aged 68 years and her daughter Jean aged 65 years. Donna Benge and Rod Jones explore the implications of her subsequent estate division.

Payment of super benefits on death of member - Jun 2015

The Federal Court has dismissed an appeal from the Superannuation Complaints Tribunal (SCT) affirming a trustee’s decision to pay certain benefits to the three adult children of a deceased member of the superannuation fund. Our Wills Watch team, Rod Jones and Donna Benge look at the decision.

Fail - SMSF binding nomination not so binding - Apr 2015

Munro and Another v Munro and Another [2015] QSC 61

Its all Burmese to me - Apr 2015

Kyaw Nyunt (Deceased) [2015] SASC 14

Confused and vague - did the Willmaker lack testamentary capacity? - Apr 2015

Docking v Schwarzkopf  [2015] SASC 18 (13 February 2015)

Miners daughter - Mar 2015

Mead v Lemon [2015] WASC 71

Wills Watch - Feb 2015

Welcome to Piper Alderman's Wills Watch, which aims to provide accessible and informative summaries of current succession law and estate administration issues.

In the February 2015 edition:

  • The case of the hidden "Will" - Burge v Burge [2014] NSWSC 1772
  • A DVD can be a Will Document - In the Estate of Wilden (Deceased) [2015] SASC 9
  • Never too old to claim - Weekes v Barlow [2014] NSWSC 1776

Wills Watch Alert - Statutory Wills - Incapacity - Jan 2015

On 17 December 2014 the Supreme Court of Queensland delivered a further decision pursuant to the Succession Act 1981 (Qld) making a statutory will for a 12 year old minor, “SKC” upon the application of her mother “RKC” (RKC v JNS [2014] QSC). Special Counsels, Rod Jones and Donne Benge, discuss.

Wills Watch - Dec 2014

Welcome to Piper Alderman's Wills Watch which aims to provide accessible and informative summaries on current succession law and estate administration issues.

In the December 2014 edition:

  • Dismissed - no claim for granddaughter's provision - Feehan v Toomey [2014] VSC 488
  • We ain't gonna take it - court changes the script - GAU v GAV [2014] QCA 308
  • Another DIY disaster - In Re the Will of Fernando Masci [2014] QSC 281
Found 54 Results, displaying 31 to 40