Public Trustee removed as financial manager DUE to a cognitive impairment as a result of a medical condition, Wendy is the subject of orders granting the Public Guardian and the New South Wales Trustee and Guardian (‘Public Trustee’), management of her affairs. Several years later, Wendy’s condition improves and she retains a

  Alleged failure to care for late husband HENRY meets Mary, who is 20 years his junior. He has nine children to a previous relationship. Henry and Mary are married a year later. They discuss their estate planning and Mary tells Henry that she is happy to be treated as one of the kids, when

  Vulnerable persons allege unconscionable conduct ROBERT and Helen decide to move closer to their daughter, Diane. They had a falling out with their other daughter, Mary, several years ago. Robert and Helen wish to disinherit Mary and Diane tells them that if they purchase their new property in Diane’s name, it will be

  Special arrangements for a special friend AMY is quite fond of her Jack Russell terrier, Rosey. As part of her estate planning, Amy wishes to ensure that Rosey is looked-after. She is advised by her solicitor that unless there are specific provisions in her will, Rosey forms part of the ‘residue’ of her

  Cheap will costs thousands JOE is married to Jenny and has two children from a previous marriage. Joe buys a will kit from the local Post Office for $20. Being a man of few words, Joe simply writes “I give my children enough money for a deposit on a house and everything else

  Grieving partner faces risky claim. GEORGE and Lily dated for about 9 months before George moved into Lily’s house. Lily’s parents had given her $100,000 to assist her with the purchase of the house. George and Lily had talked about travelling overseas once COVID was ‘under control’ and then planned to begin a

  Family Court asked to Bust the Trust AFTER 30 years of marriage, Daniel and Rachel separate and divorce. They cannot agree on the division of their assets and Daniel commences property settlement proceedings in the Family Court. The Court hears that Rachel has an interest in a testamentary trust by way of an

  Modification of Forfeiture Rule in fatal road accident MICHAEL and Wendy are involved in a motor vehicle accident. Wendy sustains serious injuries and unfortunately passes-away. They have a 10-year-old son. Michael is charged with dangerous driving occasioning death and enters a plea of guilty. Michael is sentenced to a term of imprisonment of

  Is a suicide note a will? Harry sadly ends his own life, leaving a handwritten but unsigned and undated note. Harry was married to Linda but they were separated at the date of his death. The note is addressed “to whom it may concern” and leaves “all assets” to Linda. Linda files an application

  Claim on missing person’s estate WENDY marries Harry. She has a daughter to a previous relationship, Penny, who lives with her father overseas. Six months after the marriage, Wendy and Harry purchase a home together as joint tenants. Wendy frequently writes to Penny and sends her gifts. Wendy also makes arrangements for Penny to migrate