Case Studies >

• Acting for the executors of an estate of significant value to challenge gifts made in the deceased’s will and the transfer of assets in the deceased’s lifetime to a non-relative carer. Settled at mediation.
• Acting in Supreme Court of Queensland proceedings on behalf of the executor of an estate worth more than $100 million concerning issues of misrepresentation, misleading and deceptive conduct, unconscionable conduct, negligence, and breaches of fiduciary duty. Orders sought: for declarations as to the validity of a will; that inter vivos transactions concerning family trusts were void or voidable;for the transfer of shares in related companies back to the estate.
• Acting in a $1.2 million claim by a disappointed beneficiary regarding the failure to ensure a testator who, on his deathbed, amended his will to make provision for the plaintiff prior to death.
• Acting in respect of a claim alleging negligent advice as to how to avoid a family provision application being made against the deceased estate.