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February 11, 2020—

The elephant in the room: costs in a family provision application

Written by: Chloe Kopilovic
There is an obvious evil to a family provision application against an estate, that is, the costs that are incurred.   Whilst costs are treated differently…
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January 14, 2020—

Missing Will – How to obtain Probate

Written by: Chloe Kopilovic
One of the most common enquiries I receive is in relation to a lost Will.  If an application for probate has to be made in…
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October 29, 2019—

Using Testamentary Trusts to your advantage

Written by: Chloe Kopilovic
The saying goes that the first generation makes a fortune, the second generation spends it and the third generation blows it. There are many ways…
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September 17, 2019—

Superannuation and Death Benefits – Not Always Tax Free

Written by: Chloe Kopilovic
Superannuation is progressively becoming a major asset for most Australians. For some, navigating a death benefit claim, and the tax implications that flow from receiving…
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August 21, 2019—

Why a Will is crucial for a Sole Director and Shareholder

Written by: Chloe Kopilovic
Do you operate a small business in the form of a sole director/shareholder company? Are you responsible for the overall operation of the company, including…
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July 18, 2019—

Family Provision Applications – Not a Fleeting Process

Written by: Chloe Kopilovic
There’s no doubt that being left out of a Will, no matter how big or small the estate is, can result in high emotions. Recently,…
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June 7, 2019—

Probate caveats – Should you be filing a probate caveat?

Written by: Chloe Kopilovic
A probate caveat is a document that can be filed in the Court, which indicates there may be a challenge to the validity of the…
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May 23, 2019—

An Enduring Power of Attorney – Just as Important as your Will

Written by: Chloe Kopilovic
Without a doubt, having an Enduring Power of Attorney (EPA) is just as important as having a Will. It is not uncommon for us to…
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May 7, 2019—

Superannuation Death Benefit Claim – What You Need to Know

Written by: Chloe Kopilovic
Upon death, superannuation is considered a trust asset, it is not an asset of a deceased’s estate. In many cases, the funds that make up…
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May 2, 2019—

Who is considered a spouse or de facto spouse?

Written by: Chloe Kopilovic
We are frequently asked by clients what the requirements are to be considered a spouse, or a de facto spouse in relation to a deceased…
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April 23, 2019—

Deceased lost or unclaimed superannuation

Written by: Chloe Kopilovic
We receive a number of enquiries from various people trying to locate a loved one’s superannuation. Unfortunately, there is no hard and fast rule to…
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April 15, 2019—

Attorneys and Binding Death Benefit Nominations

Written by: Chloe Kopilovic
When looking at a client’s estate plan, one of the important issues we address is whether they have a Binding Death Benefit Nomination. However, until…
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