A recent court case has demonstrated the importance of using Will making solicitors in North Wales when estate planning – especially when a divorce is anticipated in the family.
The case in question was David Marcus Isaacs v Michael Anthony Green, which took place earlier this year.
The details of this case involved three siblings who disputed the contents of their parents’ Wills. Although originally, all children were included as beneficiaries of the estate, in 2006, their mother updated her Will, which included instructions that her son David should no longer receive any assets.
It was cited that David’s mother, Sybil Isaacs, was concerned that as David was, at that time, filing for divorce, his wife would make a claim on the family assets, so she disinherited him. However, a counter claim by David’s sister was that he simply did not get along with his mother, and this was the reason he was cut from the Will. This claim was dismissed by the judge.
The final judgement stated that David was entitled to some support, and he was awarded a quarter of the residual estate. Much of this decision was based on the son’s financial and health issues, which required specific support. Wills solicitors in North Wales saw this case as an example of why Wills must be specific.
Take a moment to contact our team at Bennett Smith Solicitors, and speak to one of our experts about your concerns surrounding Wills.
