Our Recent Will & Trust Dispute Cases
Our recent cases include:
- Advising the widow of a wealthy businessman with a seven-figure value estate regarding her claim for financial provision. The dispute was complicated by the Deceased’s substantial overseas assets and third party claims on them, together with numerous complex trusts set up by him in his lifetime.
- Advising the co-habiting partner of a deceased who passed away shortly before marrying him or executing the will she had had prepared by her solicitors. The principal estate asset comprised shares in a limited company in which both the deceased and the Claimant were involved.
- Advising the adopted son of a deceased in relation to an allegedly fraudulently prepared home made will which only came to light subsequent to the Deceased’s death and which benefitted family members with whom the Deceased had had little contact.
- Advising the trustees and executors of a discretionary will trust in the context of claims brought for reasonable financial provision by the Deceased’s co-habitee and his adult child, where the estate had an approximate value of £10m and where the interests of the discretionary and default beneficiaries were, on the face of it, adversely effected.
- Advising the same sex cohabiting partner of a wealthy businessman with an estate estimated at just under £4.6m. The claim was complicated by the existence of a statutory will and the secrecy with which the deceased and the Claimant had conducted their relationship.
- Advising a sibling in dispute with her brother about the value of their late father’s estate and who should take out the grant of probate. This case also involved a dispute about production of the will, necessitating the issue of a subpoena for its production.
- Advising the executor and adult child of a deceased mother defending a claim for provision from the Deceased’s Estate from her stepfather, where the estate comprised principally assets of the first marriage and minors and unborns were effected.
- Advising the beneficiaries and the co-executor of a will in a negligence claim against solicitors conducting the administration in circumstances where the solicitors had failed to advise about the adverse effects of a Deed of Variation.
- Advising in relation to a claim for rectification of a Deed of Gift made during the lifetime of a Deceased which involved issues of who should pay the cost of the application in the absence of an indemnity from the negligent solicitors insurers.
- Acting for a Deputy in the Court of Protection on his application to deal with his mother’s affairs and where his application was opposed by his sibling.
- Applications to appoint new Trustees.
- Defending a claim brought by the first wife of a Deceased for provision from his Estate, on behalf of his widow.