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As an active member of his community, through a range of local organisations, Kevin Finn engages with a lot of people. His connection with people from all walks of life and understanding their needs helps him deliver for them as a lawyer. Kevin enjoys helping his clients put in plans to ensure their wishes will be carried out in an effective and efficient manner.
As an accredited specialist in Wills and Estates, Kevin assists clients with a wide range of matters, from the standard Will to creating estate planning solutions for individuals with highly complex asset structures.
In an area of law that is becoming more and more complex, Kevin provides his clients with a high level of experience expertise to ensure his clients objectives are met.
“The most important thing for me is that my clients have a clear understanding of their options, and as their advisor, I provide them with solid recommendations and guidance to allow them to make an easy decision. At the end of the day, I want them to know everything is under control.”
all facets of wills (especially testamentary trust wills)
appointment of medical treatment decisions makers
body and burial rights
deeds of family arrangements
guardianship and administration
letters of administration (intestacy)
memo of wishes
powers of attorney
special disability trusts
superannuation and death benefit nominations
variations of trusts
|accredited specialist, wills and estates, law institute of victoria|
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In matter involving a deceased estate, the deceased provided that his estate was to be divided equally between his children. The deceased also controlled two discretionary trusts and wished for those to be managed for the equal benefit of his children. One child brought a claim against the estate on the basis that he was left with inadequate provision under the Will. Kevin acted for the executors and had to work through a process of working through various accounting and reporting errors to identify the overall assets owned or controlled by the deceased. The matter settled with the claimant receiving a lump sum and foregoing any future involvement in the trusts, and ensuring that the deceased’s overall intentions for a division of his estate were maintained.
Kevin’s advice was sought in relation to a Will where a possible beneficiary was inexplicably omitted from the Will and there was a question as to the capacity of the Willmaker. Upon further investigation, it became apparent Willmaker did not appear to have the necessary capacity to make a Will. The applicants for probate of that Will then withdrew their application for a grant of probate and probate was granted of the previous Will.