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.

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.

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