Specialisms
- Disputed wills and estates
- Executor disputes / removal
- Disputes trusts
- Disputes in relation to decisions affecting vulnerable persons
What’s your role?
The death or mental incapacity of a family member is one of the most stressful situations to be faced in life. Where a claim or dispute arises in relation to these issues and legal assistance is sought I recognise from both professional and personal experience that sympathetic and clear advice is required.
Our team advises both clients and provides in-house collaborative guidance to the firm’s Wills, Trusts & Probate and Court of Protection teams on wide range of issues, including:
- Inheritance Act claims
- The validity of wills relating to capacity, execution, undue influence and knowledge and approval
- Executor and administration disputes including removal of executors
- Last Power of Attorney issues relating to capacity, abuse of position
- Rectification of Wills, including advising in relation to Statutory Wills
- Beneficial Interest and proprietary estoppel claims
Your experience?
I have over 20 years experience in litigation and dispute resolution. This has been a mix of private client disputes, serious injury and insurance litigation. This has given me a wealth of experience in getting quickly to the heart of a dispute and understanding not only my own client’s position, but also the other parties to drive the claim to a collaborative resolution. Where litigation cannot be avoided my approach is to make sure my clients’ have a clear understanding of the issues and key points are disputed at all times keeping open the option of an agreed resolution.
Delegate:
Contentious Probate and Claims under the 1975 Act, Masterclass – December 2017
ACTAPS seminar – Suspicious Minds: Want of knowledge and approval – March 2018
ACTAPS seminar – Rectifying Wills – May 2018
ACTAPS seminar – Has my grandmother been defrauded? A case study in undue influence, will fraud and disputed property transfer – June 2018
ACTAPS seminar – Sharia forced heirship – succession, human rights
ACTAPS Spring seminar: Aspects of 1975 Inheritance Act Claims – housing / settlement tactics / charities / defining persons treated as “child of the family” / Court of Protection. April 2019
ConTra seminar – Resolving Trust Disputes – September 2018
ConTra seminar – Inheritance Act Claims by Minor Children 2018
Memberships:
ConTra – The Contentious Trust Association