WHEN Frank and his wife divorce, their adult daughter, Amanda moves into the matrimonial home with Frank. Amanda contributes to the payment of a lump sum to her mother, in return for her transferring her interest in the home to Frank. Amanda also pays for significant renovations to the property. To protect

PAM and Peter are the only beneficiaries of their late father’s estate. Pam is appointed as the sole executor. Pam retains a solicitor and in accordance with the legal advice that she receives, attends to realising the assets of the estate. Pam’s solicitor publishes the usual “Notice of Intended Distribution” online and

ROBERT and Ruth have been married for 40 years. They share a son and each have another child from a previous relationship. Ruth has lost the capacity to manage her financial affairs and is under the financial management of the NSW Trustee and Guardian. Robert and Ruth’s jointly owned home is sold

AFTER Nigel died, his iconic family property was left to his two surviving nephews, Alex and Ben. The property was transferred to Alex and Ben as joint tenants. Alex lived in the property for ten years, but as his circumstances changed, he became eager to sell it and use the proceeds

SAM passed away 20 years ago. His wife, Ruth, is now 90 years of age. Paul was recently told by his mother that despite what he had been led to believe during his lifetime, Sam was in fact his biological father. Having not received any inheritance from Sam’s estate, Paul files a

MARY makes a will leaving two thirds of her estate to her son, Michael and one third of her estate to her daughter, Jane. She appoints Michael as her executor. When Mary passes-away, Jane claims that the will was the subject of undue influence and on the basis that Mary lacked

JACK and Jill have been married for many years and each have two children from previous relationships. They own their $2m home jointly and they each have substantial investments in their sole names. They consider making wills to the effect that they leave the whole of their estates to each other and

LOVE blossomed between Jenny and Dave, a 30-something couple and before long they were talking about marriage. They made the pragmatic decision to enter into a Binding Financial Agreement (BFA), sometimes referred to as a “Prenup”, before tying the knot. Jenny and Dave, meticulously drafted the agreement, reflecting their mutual respect and

LARRY is married with three children. He makes a formal will leaving the whole of his estate to his wife. When his relationship with his wife breaks down, Larry moves out of home and writes a new will on his computer, leaving the whole of his estate to his children. He

JESSICA and Elyse were the best of friends. Jessica recently triumphed over a life-threatening illness and decided to chase her long-held dream of opening a small business specialising in flowers and cakes. Jessica's dream began to take shape when she secured a $50,000 loan from the bank but despite this achievement, she