No financial need, no provision: carer wife’s claim for share of husband’s estate thrown out

The Supreme Court has recently dismissed a claim brought by a surviving wife seeking provision from her deceased husband’s estate, on the basis that the wife could not demonstrate financial need. The Court found that her claim for a share of her husband’s estate had no real prospect of success [...]

2026-02-17T21:14:07+11:00February 17th, 2026|Categories: Personal, Wills & Estates|Tags: , |

The Future of Private Ancillary Funds: A Shift toward “Giving Funds”

Private Ancillary Funds as we know them, may soon be a thing of the past. The Australian government has released a consultation paper with recommendations to reform the operation of both Public and Private Ancillary Funds. The new recommendations embrace a suite of changes which aim to improve support provided to [...]

2025-08-13T10:11:58+10:00August 13th, 2025|Categories: Personal, Wills & Estates|Tags: , , |

Pointon Partners Seminar: Discretionary trusts now not so discretionary Landmark Victoria Court of Appeal case

Please join us where our Partner Michael Bishop and Senior Lawyer Jess Tomlinson discuss the case Owies v JJ Nominees Pty ltd [2022] VSCA 142 which dealt with: obligations on a trustee to inform itself as to the needs of beneficiaries; and consider those needs even If family circumstances break down. Our [...]

2023-05-15T09:30:21+10:00May 15th, 2023|Categories: Personal, Wills & Estates|Tags: , |

Estate Planning – Where the Will is not enough

When we are approached by a client to draft a will, they are often surprised by the number of questions that we ask them that help us determine what matters they will need to consider beyond the drafting of their will. We set out below a list of issues that [...]

Personal Law Webinar- Discretionary trusts now not so discretionary – Landmark Victoria Court of Appeal case

Please join us for our personal law webinar where our Partner Michael Bishop and Senior Lawyer Jess Tomlinson discuss the recent case Owies v JJ Nominees Pty ltd [2022] VSCA 142 which dealt with: obligations on a trustee to inform itself as to the needs of beneficiaries; and consider those [...]

2022-08-31T23:48:07+10:00August 31st, 2022|Categories: Personal, Wills & Estates|Tags: , |

Testamentary Trust – What is it and should you use one as part of your succession plan

Estate and succession planning can be a crucial consideration at varying stages of your life as it plays an important role when you are starting a family, a business or where your personal, family or financial circumstances change. As you start thinking about protecting your wealth and provide for the ones [...]

2021-11-15T11:30:57+11:00November 15th, 2021|Categories: Wills & Estates|Tags: |
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