Rosa is a Senior Associate with a strong focus on deceased estates, Part IV Claims and applications heard by the Guardianship List of VCAT.

Rosa has experience in a wide range of applications for grants of probate and letters of administration. She has acted for clients seeking greater provision from a deceased estate as well as defending such claims on behalf of executor clients.

Previously a secondary school teacher of Italian and Legal Studies, Rosa is fluent in Italian, and many of her Italian-speaking clients benefit from her Italian writing skills and cultural insight.

Expertise

Significant Experience

  • Working with the taxation and commercial team in the regular review of the succession issues of family businesses to implement strategies to achieve their lifetime and testamentary objectives.
  • Acting for a complex estate involving beneficiaries in multiple jurisdictions and international assets. Advice involving trusts, international trusts, international and domestic taxation issues and an Order 54 applications to the Supreme Court.
  • Acting for executors of estates that are impacted by the laws of forfeiture due to the unlawful killing of the testator by a beneficiary.
  • Successfully challenging a guardianship order on behalf of parents of a child with a disability where guardianship had previously been granted to an independent third party.
  • Successfully applying for Probate of an informal Will which included deletions and insertions of text, irregular execution by testator and witnesses.
  • Preparation of applications for grants of Probate and Letters of Administration.
  • Preparation of applications for reseals of interstate and foreign grants.
  • Assisting executors and administrators in administering and finalising deceased estates.
  • VCAT applications and disputes in the Guardianship List.
  • Preparation of Wills and Enduring Powers of Attorney.
  • Litigation for and against persons seeking further provision from a deceased estate under Part IV of the Administration and Probate Act.
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Qualifications

  • Bachelor of Laws La Trobe University
  • Bachelor of Arts University of Melbourne
  • Diploma in Legal Practice Leo Cussen Centre for Law
  • Diploma in Education University of Melbourne
  • Diploma in Law and Legal Studies La Trobe University

Memberships

  • Law Institute of Victoria
  • Society of Trust & Estate Practitioners (STEP)
  • Victorian Women Lawyers
  • Australian-Italian Leaders of Tomorrow

Rosa works with

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