11 03, 2025

Finally…. a Sunset Cruise

2025-03-11T12:43:23+10:00March 11th, 2025|

Article by Manny Wood published in the Coffs Coast News Of The Area on 7 March 2025. Natalie purchased a vehicle, sight unseen from a dealership in Sydney, trusting the dealership's word that the car is in "immaculate condition," and “there is nothing wrong with it”. When the car turned up, Natalie was so excited and thought it looked great.  However, on closer inspection, Natalie realised the car had travelled 300 kilometres more than advertised, lacked promised features such as Bluetooth compatibility and was missing essential equipment like the run-flat tire inflator. To add to her woes, the vehicle displayed a sensor warning light once it was [...]

11 03, 2025

Buy cheap, pay dear

2025-03-11T12:27:20+10:00March 11th, 2025|

Article by Manny Wood published in the Coffs Coast News Of The Area on 28 February 2025. Wendy makes a new will with the assistance of a solicitor. The “simple” will leaves the whole of her estate to six of her favourite nieces and nephews. The will is properly executed in the presence of two independent witnesses. Years later, Wendy’s relationship with another one of her nieces improves and Wendy decides to include her as a beneficiary under her will. To save money, Wendy attends her solicitor’s office and asks for the release of her original will. After its release from safe custody, Wendy returns home and [...]

11 03, 2025

Planning options for blended families

2025-03-11T10:44:43+10:00March 11th, 2025|

Article by Manny Wood published in the Coffs Coast News Of The Area on 21 February 2025. John owns his Smith Street home outright. He has two children to a previous relationship and has since been in a long-term de facto relationship with Joan. John talks to his solicitor about his estate planning. When John passes-away, he wants to make sure that Joan will be able to reside in the Smith Street property, but he also wants to make sure that his children will ultimately benefit from his estate. John is advised that he is able to make a will which includes special provisions, granting Joan “equitable [...]

13 02, 2025

High Court hears of broken promise

2025-02-13T13:15:48+10:00February 13th, 2025|

Article by Manny Wood published in the Coffs Coast News Of The Area on 14 February 2025. Samantha owns a farm upon which the cultivation of a variety of vegetables is conducted. Robert works on the farm, but only receives an irregular and low income as compensation for his efforts. After her husband’s death, Samantha tells Robert that if he continues to work on the farm, he will inherit the property when she passes away. Over the years, Samantha makes several Wills to this effect. Nonetheless, the arrangement between Samantha and Robert is never put in writing and there are no witnesses to the agreement. Robert works [...]

6 02, 2025

Landlord looks the other way

2025-02-06T10:40:53+10:00February 6th, 2025|

Article by Manny Wood published in the Coffs Coast News Of The Area on 7 February 2025. Micks Marketing Pty Ltd (MM) leased a commercial building from Sub Tropics Commercial Pty Ltd (STC) and after a couple of years, significant cracking appeared in the exterior walls of the building. MM promptly informed STC about the damage, emphasising the need for maintenance to prevent further issues. However, STC failed to take any action. The exterior walls continued to degrade, with concrete dislodgement creating a dangerous environment for employees and visitors. The cracks also led to water damage inside the building, creating further disruption and potential health hazards. Concerned about the [...]

30 01, 2025

Swings and roundabouts in the Supreme Court

2025-01-30T13:52:19+10:00January 30th, 2025|

Article by Manny Wood published in the Coffs Coast News Of The Area on 31 January 2025. Tanya moves in with her grandmother, Helen, for several years before she signs a rental agreement and continues to stay there until Helen’s death. Helen makes a will, dividing her estate equally amongst her children and Tanya, with the effect that they each receive a quarter of her estate. When Helen makes her will, she also executes a Power of Attorney appointing Tanya as her attorney, so that she can manage her grandmother’s financial affairs. During her occupation of Helen’s home, Tanya provides some care for Helen and cooks her [...]

23 01, 2025

Time to tick-off a New Year’s resolution

2025-01-23T10:13:21+10:00January 23rd, 2025|

Article by Manny Wood published in the Coffs Coast News Of The Area on 24 January 2025. As is common for many people at this time of year, Jack and Jill make a New Year’s Resolution to “get their house in order” in terms of their estate planning. They see a solicitor specialising in this field and are advised that the traditional estate planning package consists of three separate documents, being a Will, Power of Attorney and Appointment of Enduring Guardian for each of them. Their wills appoint an executor to distribute their estates in accordance with the terms of their will, upon their passing. Wills can [...]

16 01, 2025

Balancing the needs of a blended family

2025-01-16T13:57:21+10:00January 16th, 2025|

Article by Manny Wood published in the Coffs Coast News Of The Area on 17 January 2025. David passes-away aged 65, leaving his second wife, Mary and his only daughter, Donna. David did not have a will. David and Mary owned a home jointly, worth $1.5 million and held joint bank accounts totalling $600,000. These joint assets passed to Mary by way of “survivorship”. David’s only other asset of significant value was an interest in a self-managed superannuation fund, worth $500,000. Mary also has an interest in the fund and under the superannuation trust deed can control the distribution of David’s superannuation, which she intends to distribute [...]

18 12, 2024

The Grinch v Santa Claus

2024-12-18T10:05:09+10:00December 18th, 2024|

Article by Manny Wood published in the Coffs Coast News Of The Area on 20 December 2024. On Christmas Eve, Santa and his reindeer were making their annual delivery rounds and as they were soaring across Whoville they stopped in at the Grinch’s home, eager to deliver a sprinkle of Christmas cheer. When landing on the Grinch’s roof, Rudolph slipped and damaged several roof tiles. Unbeknownst to Santa, the Grinch had recently taken out an extravagant “Anti-Christmas Roof Protection Policy” with Whoville Insurance that included a special condition that explicitly excluded damage caused by “holiday-related creatures”. The Grinch, furious, wrote to Santa stating “HO, HO, NO! You [...]

12 12, 2024

Grandchildren fight to occupy home

2024-12-12T10:38:53+10:00December 12th, 2024|

Article by Manny Wood published in the Coffs Coast News Of The Area on 13 December 2024. Matthew passes-away at the age of 80 years, without leaving a will. Matthew is survived by two daughters, Penny and Dianne. Penny has 3 children. Penny and her three children lived with Matthew for many years and continue to reside in his home. Matthew also left $150,000 in shares and cash. In the absence of a will, Matthew’s estate is to be divided equally between Penny and Dianne. This would result in the sale of the home, leaving Penny and her children without accommodation. Penny makes a claim in the [...]

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