The client was the Executor of her father’s Estate (“the Client”). Under the terms of her father’s Will, she was appointed as the Trustee of a testamentary trust that conferred upon her a discretionary power to control and distribute an Estate valued at approximately $3.5 – $4 million.
The client was the Executor of his mother’s Estate (“the Client”). He sought a grant of probate in relation to what he considered to be her last valid will (“the Will”). At the time that the Will was made, the Client’s mother (“the Deceased”) intended that her Estate would go to the Client and his sister in equal shares, subject to the Client’s sister having a right to occupy the deceased’s home for the rest of her life.
Roberts Legal was initially sought out by a software developer to advise in relation to an Information Memorandum and Disclaimer seeking expressions of interest in relation to the purchase of a profitable software business worth approximately $6 million that the client and others had developed following a small joint venture years earlier.
The clients were directors of a company that provided specialist services to industrial and mining clients. The company had secured continuing service contracts and arrangements with a number of key customers and had developed an excellent reputation after only three (3) years of trading.
The clients were health professionals purchasing their first practice. The clients were due to depart on an overseas family holiday less than one (1) week after first instructing Roberts Legal to act. Roberts Legal had to act quickly to ensure contracts were exchanged prior to their departure.
The directors sold the majority of their holding in the service company to a venture capital firm, on the understanding that the firm would develop and grow the business and substantially increase the value of the client’s remaining shares. Following the acquisition however, the service company experienced a significant drop in revenue which had the effect of devaluing the company.
The client, an Accounting practice, had performed work for a major client over a number of years and had not rendered an Account. There was no formal Fee Agreement in place. When the relationship broke down the Accountant rendered invoices tootling approximately $410,000.00. The debt was disputed.
The client was a medical professional who had engaged a builder to complete a commercial fit out of his new premises. The builder’s form of contract was poor. In addition, the builder had made pre-contractual representations to the effect that it had significant experience, would take care of everything and that the client didn’t need to worry about anything.
The client was the inventor of a commercial product that innovated services offered by a family member. An informal agreement was prepared by the client granting the family member the right to commercialise the idea in consideration for a right to income derived as well as a share interest in the business.