Preview: The eligibility of de facto partners in family provision claims with Irma Remic and Ari Katsoulas

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What factors will a Court take into consideration when making a family provision order under the Succession Act 2006 (NSW)? In what circumstances will a de facto partner be successful in bring a family provision claim and what evidence will need to be brought for consideration? Join Barrister, Ari Katsoulas of 2 Wentworth Chambers, Sydney and Partner at Langham Lawyers, Sydney, Irma Remic as they discuss these questions in light of the decision of McGuire bht McGuire v New South Wales Trustee and Guardian [2023] NSWSC 1013. Published on: [06.05.2024]

Discussion Includes:

  • What is a family provision claim?
  • The de facto relationship
  • Alternative category of eligible person
  • What is adequate and proper?
  • Steps to commencing a Family Provision Claim?
  • Evidence
  • Determining potential quantum for a spouse
  • Unforeseen contingencies
  • Facts of case
  • Small estates in litigation
  • Obligations of legal representatives dealing with small estates
  • Notional Estate
  • Time periods
  • Outcome of case
  • Determining proper and adequate provision

Presenter Profiles

Irma Remic Ari Katsoulas

BIBLIOGRAPHY

Cases

  • McGuire bht McGuire v New South Wales Trustee and Guardian [2023] NSWSC 1013
  • Sherborne Estate (No. 2) [2005] NSWSC 1003.
  • Paton v Public Trustee (Supreme Court (NSW), Young J, 8 December 1988, unreported)
  • Luciano v Rosenblum (1985) 2 NSWLR 65
  • Steinmetz v Shannon [2019] NSWCA 114
  • Sun v Chapman [2022] NSWCA 132
  • Verzar v Verzar [2014] NSWCA 45
  • Pontifical Society for the Propagation of the Faith v Scales [1962] HCA 19; (1962) 107 CLR 9

Legislation

  • Succession Act 2006 (NSW)
  • Interpretation Act 1987 (NSW)