Will Dispute Case Law
Katie de SwarteTable of Contents
New Births And New Relationships? Review Your Will To Avoid A Dispute
You’d imagine a wealthy businessman with assets in different countries would remember to update his will to protect his growing family. A dispute following the high-profile death of a Russian billionaire is a reminder to all to review a will following major life events – or risk a claim after death.
The contested probate solicitors at Osbornes Law are highly experienced in representing individuals involved in high-value international probate disputes involving cross-border estates.
Importantly, whether your estate is likely to be significant – or of relatively low value – it is vital to keep your will updated. Probate disputes can drain an estate of funds that would otherwise go to the beneficiaries, but disputes are usually avoidable if timely specialist advice is obtained.
Morina v Scherbakova
In this case, Russian billionaire Vladimir Alekseyevich Scherbakov died in Belgium in June 2017 leaving a multi-jurisdictional estate including properties across Europe.
He had two children (now adults) with his wife from whom he had separated around 2015. He began a new relationship with the claimant (Brigita) and they had a son in 2014 and a daughter Olivya in 2016.
In October 2015, before Olivya’s birth, Vladimir made an English will leaving the vast majority of his non-Russian estate to Brigita, their son and Brigita’s son from a prior relationship. No provision was made for Olivya. The original will has not been located.
Various disputes arose in relation to the non-Russian estate and Brigita has asked the court to admit the 2015 will to probate. Vladimir’s adult children are contesting her claim on the basis that he should be presumed to have revoked it and that his fortune should be split between all his children.
The probate claim includes a claim on Olivya’s behalf for a share as she is not a beneficiary under the will. We will be watching the outcome of these claims with interest, but what we can be sure about is that Olivya will be entitled to a substantial amount.
How that will be calculated remains to be determined, but her claim could have been avoided had her father made a new will after her birth – or even in anticipation of the birth.
How can we help?
If you’re involved in an estate dispute following someone’s death, the specialist contested probate solicitors at Osbornes Law are available to provide specialist advice and representation.
The probate disputes team works closely with our wills and probate colleagues. If you’re considering making a will or updating your existing will, we can support you. Get in touch with the team on 020 7485 8811
Share this article
Contact
Contact us today
For a free initial conversation call 020 7485 8811
Email us Send us an email and we’ll get back to you
Related InsightsVIEW ALL
- 12.7.2024
Probate Mediation
Why choose mediation for contested probate? At Osbornes, we understand that probate litigation is often highly emotive. Unfortunately, there is...
Read more - 31.8.2023
Can a Lasting Power of Attorney Be Challenged?
The number of people recognising the importance of making a Lasting Power of Attorney (LPA) has risen dramatically in recent...
Read more - 26.7.2023
Wills Disputes: The Duty To Account Is Not...
Beneficiaries frequently ask us whether trustees or personal representatives can be required to provide a financial account. Their request may...
Read more - 9.6.2023
Of Bad Character: Undue Influence Claim Succeeds
Naidoo v Barton: undue influence and the risks of mutual wills Can someone’s bad character be used to prove...
Read more - 22.5.2023
Case Law: Dementia-Induced Mild Cognitive Impairment
Dementia is a harsh reality for increasing numbers of families. Sadly, it means the disputed wills solicitors at Osbornes Law...
Read more - 1.3.2023
How to prevent someone contesting a will
It is fairly rare in my experience for a parent to write a child out of their will but that...
Read more - 15.11.2022
Contentious Probate Case Studies
Contentious probate involving business assets Our contentious probate solicitors act for the defendants to a claim issued to pronounce in...
Read more - 27.10.2022
Contesting A Will Case Studies
Will dispute on grounds of lack of capacity Our contesting a will solicitors acted for the claimants, the adult daughters...
Read more - 25.10.2021
Inheritance Claims CFA Success Fee Judgment
The Court of Appeal upholds the recoverability of CFA success fees in 1975 Act claims. An individual who claims reasonable provision...
Read more - 20.10.2021
Evidence Needed When Contesting A Will
‘Scrap King’ Multi-million Inheritance Dispute Confirms the High Standard of Evidence Needed to Contest a Will Gary Goodwin, son of...
Read more - 20.10.2021
Dispute Surrounding Interpretation of Will
The ‘nil rate band’ offers an incentive to testators to make their will in a tax-efficient manner, maximising the amount...
Read more - 20.10.2021
Handwriting Expert Witness Concludes Will Forgery
Successful contesting a will claim following testimony of handwriting expert It’s not unheard of for an individual to forge...
Read more - 20.10.2021
Understanding Testamentary Capacity
What is testamentary capacity? Testamentary capacity refers to a person’s legal and mental ability to create a valid will....
Read more - 20.10.2021
Unsuccessful Inheritance Act Claim
The case of Shearer v Shearer The recent reported case of Shearer v Shearer highlights that adult children cannot expect...
Read more - 13.8.2021
What is reasonable financial provision in 1975 Act claims?
Understanding “Reasonable Financial Provision” “Reasonable financial provision” under the Inheritance Act 1975, refers to the financial support that is reasonable for...
Read more - 9.10.2020
Undue Influence in Wills
What is Undue Influence in Wills? Undue influence occurs when someone pressurises another person to change their Will to gain...
Read more - 2.9.2020
Left Out of a Will: What Can I...
I was left out of my parent’s will. What can I do? Understanding Your Situation Whilst testators in England...
Read more