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Ilana Kacev

Senior Associate

Bachelor of Arts, Bachelor of Laws, Post Grad Diploma in Legal Practice, Accredited Specialist (Wills & Estates)

  • Private Client
  • Private Client Services
  • Contested Estates and Trusts
  • Estate Planning
  • Probate and Estate Administration

Ilana is a Law Institute Wills & Estates Accredited Specialist. Ilana’s well rounded experience across all aspects of estate matters enables her to provide her clients with strategic and objective advice in relation to both estate planning and disputes.

Whether it be creating an estate plan, resolving an estate dispute or protecting those in vulnerable positions, Ilana is able to provide clear and straightforward advice by evaluating her client’s circumstances and identifying practical solutions to their problems. She regularly appears for her clients in the Supreme and County Courts, the Victorian Civil and Administrative Tribunal and mediations.

Experience

  • Defended estates against Part IV claims and also acted for claimants in challenges against estates for further provision
  • Acted for beneficiaries in respect of estate and trust disputes
  • Successfully challenged and defended Will validity claims on the basis of lack of testamentary capacity and knowledge and approval
  • Negotiated and defended Executor commission applications
  • Appeared in VCAT in respect of administration disputes, seeking of accounts by administrators and appointments of guardians
  • Appeared at conciliations before the Superannuation Complaints Tribunal and overturned determinations made by superannuation trustees
  • Prepared complex Probate applications and effectively obtained grants, overcoming issues relating to testamentary capacity and informal Wills and Codicils
  • Advised on asset protection strategies including superannuation death benefit nominations and property ownership
  • Prepared Testamentary Trust and complex Wills, Powers of Attorney and provided estate planning advice for high net worth individuals
  • Prepared applications to summons executor to Court in order to either prove the Will or renounce their role as executor

Leadership

  • member of STEP (the Society of Trust & Estate Practitioners)