Key Estate Planning Cases 2023

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Law Society of Tasmania

Succession Update March 2023

Lindsay Ellison SC

Cases referred to in the session

1. Practice and Procedure - Re Estates of Brooker-Pain and Soulos [2019] NSWSC 671 per Lindsay J

2. Maintaining a Caveat – Re Estate of Capelin Deceased [2022] NSWSC 236 per Lindsay J.

3. Principles Generally – Re Bear, Bear v Bear [2022] NSWSC 1687 per Meek J.

4. Knowledge and Approval – Lewis v Lewis [2021] NSWCA 168.

5. Testamentary Capacity – Drivas v Jakopovic [2019] NSWCA 218.

– Croft v Sanders [2019] NSWCA 303.

– Estate of Rofe [2021] NSWSC 257.

6. De facto (Jurisdiction) – Aviani v Loh (No 2) [2022] NSWSC 1148.

7. Family Provision – Kornwasser v Spigelman [2022] VSC 759.

- O’Donnell v O’Donnell [2022] NSWSC 1742.

8. Counsel’s Duty to the Court – Limberger v Limberger [2021] NSWSC 474.

9. Estoppel – Stone v Kramer [2021] NSWSC 1456.

- Daniel v Athans [2022] NSWSC 1712

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