Probate & Trusts

Selected Cases

  • Acting for a trustee facing breach of duty allegations and allegations of self-dealing – value of the claim against the trustee £5 million.
  • Advising a daughter of the deceased mother who was left significantly less under her mother’s will than her sisters; Estate value – £500k.
  • Advising the long term co-habiting partner (25 years) of the deceased who died suddenly without updating his will achieving satisfactory settlement without trial – Estate value £1.5 million.
  • Advising the daughter of the deceased on a claim against her late mother’s estate by her brother, who sought to set aside protective trusts which arose under a codicil. Estate value – £4.5 million.
  • Advising the Executor of an Estate, a friend of the deceased who was also the remainderman beneficiary of a life interest trust in the deceased’s property in respect of a challenge against the validity of a will- negotiated a way to complete the administration of the Estate and secured a substantial sum in settlement. Estate value – £650k.
  • Advising a legatee who was yet to receive her legacy (the reason being given that she had already received this in the deceased’s lifetime) and negotiating a satisfactory settlement between her and the beneficiaries of the the Estate. Estate value – £1.5 million.
  • Advising and bringing a claim on behalf a son in similar circumstances to the claimant in Ilott v Mitson [2017] UKSC – Estate value – £1.5 million.
  • Advising sisters who were not being given their share of their mother’s estate by their executor brother including bringing a claim for an account of the Estate and to remove him as an Executor; value of the Estate £250k.
  • Acted for a minor in a claim against the Executors for rectification of a will whereby their interest would be reduced; value of the Estate- £5million.
  • Advising on the prospects of bringing a claim of undue influence where the deceased’s hitherto unheard of girlfriend inherited his estate under the will; value of the Estate £1million.
  • Advising on defending a claim of undue influence brought by siblings against the executor and sole beneficiary; value of the Estate £400k.
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