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The Heir Waves

Podcast door Caite Brewer & Michele Davis

Engels

Business

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Over The Heir Waves

Join well respected and expert Australian succession barrister Caite Brewer and legal educator Michele Davis as they discuss the latest succession, wills, estates and trust cases from around Australia.

Alle afleveringen

19 afleveringen

aflevering Legally Gone: Leave to swear death and declaration of death artwork

Legally Gone: Leave to swear death and declaration of death

In this episode, Caite & Michele talk through a not-so-common but ever-so-interesting element of succession law; leave to swear death and declarations of death. In this chat, we talk about: * when leave to swear death is required * where a declaration of death is required * the differences between leave to swear death and declaration of death * evidence required for applications * jurisdiction of the court for different applications * the case of Re Bennett [2006] QSC 250 [https://jade.io/article/173883] * the case of Re Parker [1995] 2 Qd R 617 [https://www.queenslandjudgments.com.au/citation/1995-2-Qd-R-617]. You can (and should!) read the full cases. Have a question or want to submit a case for discussion, send Caite & Michele an email at hello.theheirwaves@gmail.com [hello.theheirwaves@gmail.com] (please note we have a new email address from Jan 2026). Don’t forget to subscribe for all the latest episodes! See you next time on The Heir Waves. ** IMPORTANT NOTICE ** The information provided in this podcast is not to be construed as legal, tax or financial advice under any circumstances. The information provided is of a general nature. If you require help with a legal, tax or financial matter, contact your lawyer or advisor and obtain advice for your specific circumstances.

16 okt 2025 - 21 min
aflevering Fiduciary fallout: Court removal of executors in estates artwork

Fiduciary fallout: Court removal of executors in estates

In this episode, Caite & Michele delve into the world of removing executors from administering an estate! Michele shares with us two cases that demonstrate removal situations, but in different circumstances. In this chat, we talk about: * the case of Re McClelland [2018] QSC 124 [https://jade.io/article/586051] * the case of Dore v Cairns (No 2) [2022] QSC 278 [https://jade.io/article/957158] * circusmtances where the Court can or will remove an executor * service and priority issues in removal cases * the importance of 'the administration of justice' * planning perspective of appointment of executors ,who to appoint and why (or why not!) * relevance of family dynamics * practical considerations of appointing mulitple executors. You can (and should!) read the full cases. Have a question or want to submit a case for discussion, send Caite & Michele an email at hello.theheirwaves@gmail.com [hello.theheirwaves@gmail.com] (please note we have a new email address from Jan 2026). Don’t forget to subscribe for all the latest episodes! See you next time on The Heir Waves.

7 okt 2025 - 23 min
aflevering Stranger Danger: Assuming the role of a Litigation Guardian artwork

Stranger Danger: Assuming the role of a Litigation Guardian

In this episode, Caite & Michele explore the role of litigation guardians.  In this chat, we talk about: * unpacking the case of Kerr v Fox [2024] QSC 174 [https://jade.io/article/1086955] * process of seeking appointment as litigation guardian * who should be a litigation guardian, and why * talking through issues of conflicts between litigation parties and the litigation guardian * costs involved when acting as litigation guardian * and other key takeaways for pracititoners in matters where there are minors involved, or those without capacity, that need appropriate representation. As always, you can (and should) read the full case linked here [https://jade.io/article/1086955]. Have a question or want to submit a case for discussion, send Caite & Michele an email at hello.theheirwaves@gmail.com [hello.theheirwaves@gmail.com] (please note we have a new email address from Jan 2026). Don't forget to subscribe for all the latest episodes! See you next time on The Heir Waves.   ** IMPORTANT NOTICE ** The information provided in this podcast is not to be construed as legal, tax or financial advice under any circumstances. The information provided is of a general nature. If you require help with a legal, tax or financial matter, contact your lawyer or advisor and obtain advice for your specific circumstances.

18 mei 2025 - 32 min
aflevering Beneficiary Impact: Discussing the new s61B under the Powers of Attorney Act. artwork

Beneficiary Impact: Discussing the new s61B under the Powers of Attorney Act.

In this episode, Caite & Michele are joined by Brisbane Barrister, Dr Pip Coore, to talk through the relatively new provisions in the Powers of Attorney Act 1998 (Qld) [https://www.legislation.qld.gov.au/view/html/inforce/current/act-1998-022] ('The Act') that deal with the effect of a beneficiary's interest in a Will where the property dealt with by the attorney. Caite & Pip lead the charge by going through a fairly recent matter they were involved in where they discuss: * The new s61B in the Act * Statutory exception to ademption * The insights from the explanatory memorandum to interpret the application of the new section 61B of the Act * The relevance of the interpretation of the gift, i.e. general or specific gifts and the importance of construction of wills principles and how to apply s61B * How the difference between the two gifts and impact the application of s61B of the Power of Attorney Act * The relevance of the timing of a dispute following the commencement of the provision * Reference to Victorian decisions, Re Moran (2022) VSC 776 [https://jade.io/article/958293] and Re Foord (2019) VSC 444 [https://jade.io/article/650219] * Importance of considering your estate planning regularly.   Have a question or want to submit a case for discussion, send Caite & Michele an email at hello.theheirwaves@gmail.com [hello.theheirwaves@gmail.com] (please note we have a new email address from Jan 2026). Don't forget to subscribe for all the latest episodes! See you next time on The Heir Waves.   ** IMPORTANT NOTICE **   The information provided in this podcast is not to be construed as legal, tax or financial advice under any circumstances. The information provided is of a general nature. If you require help with a legal, tax or financial matter, contact your lawyer or advisor and obtain advice for your specific circumstances.

12 sep 2024 - 38 min
aflevering Grants For Purpose: Limited and Special Grants in Estates artwork

Grants For Purpose: Limited and Special Grants in Estates

In this episode, Caite & Michele delve into the world of limited and special Grants that may be required to administer an estate, along with some example cases! Caite takes us through a number of the limited grants, along with a brief distinction between a Grant of Probate and Grant of Letters of Administration. In this chat, we talk about: * the difference between a Grant of Probate and Grant of Letters of Administration; * Full Grants, including: * Letters of Administration cum testamento annexo (CTA); * Letters of Administration de bonis non; * Limited Grants, including:  * durante minore aetate - during infancy; * durante absentia - during absence; * during incapacity; * pendente lite; * ad colligenda bona; * ad litem. Michele then takes us through the two cases of MacDonald v MacDonald [2023] QSC 149 [https://jade.io/article/1037082], dealing with a pendente lite Grant, and Re Kelly [2022] QSC 117 [https://jade.io/article/932999], dealing with an ad colligenda bona Grant. You can (and should!) read the full cases - they're only 10 and 5 pages respectively! Have a question or want to submit a case for discussion, send Caite & Michele an email at hello.theheirwaves@gmail.com [hello.theheirwaves@gmail.com] (please note we have a new email address from Jan 2026). Don't forget to subscribe for all the latest episodes! See you next time on The Heir Waves. ** IMPORTANT NOTICE ** The information provided in this podcast is not to be construed as legal, tax or financial advice under any circumstances. The information provided is of a general nature. If you require help with a legal, tax or financial matter, contact your lawyer or advisor and obtain advice for your specific circumstances.

5 jun 2024 - 51 min
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