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SUCCESSION: Is it worth it?
CASE: Poche v Poche [2020] NSWSC 83
This case involves a deceased mother Brenda Poche and her estate worth about $2.3million.
Brenda had two children, Adam and Wayne. In her Will, she left Adam 15% of her estate and she left the rest to Wayne.
Adam made a family provision application seeking a greater share of the estate.
There was a family history of swapping houses, a family business that was taken over by Adam, and legal disputes. But what made this case stand out in the sea of family provision cases, is the legal costs Adam incurred: $627,000!
The big question for me is: was it worth it?
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By Tanya ChapmanCASE: Poche v Poche [2020] NSWSC 83
This case involves a deceased mother Brenda Poche and her estate worth about $2.3million.
Brenda had two children, Adam and Wayne. In her Will, she left Adam 15% of her estate and she left the rest to Wayne.
Adam made a family provision application seeking a greater share of the estate.
There was a family history of swapping houses, a family business that was taken over by Adam, and legal disputes. But what made this case stand out in the sea of family provision cases, is the legal costs Adam incurred: $627,000!
The big question for me is: was it worth it?
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