Overview

Our team of highly experienced contentious trust and probate lawyers work seamlessly with our private wealth and commercial trust teams to resolve difficult issues that arise from trusts or probates. This ensures the legal advice we provide is robust, timely and cost-effective.

We advise in relation to trusts in both a corporate and a family context, both domestically and internationally, so cover the full range of work in this area.

This includes providing advice to lay and professional trustees in avoiding and defending claims by beneficiaries and third parties, advising corporate trustees and trust managers on potential claims and bringing and defending claims under the Inheritance (Provision for Family and Dependants) Act 1975.

Areas of focus

Our expertise in trust disputes includes the following:

  • Providing advice to both lay and professional trustees in avoiding and defending claims by beneficiaries and third parties.
  • Advising corporate trustees and trust managers in respect of claim made against them.
  • Advising beneficiaries in claims against trustees.
  • Bringing and defending claims under the Inheritance (Provision for Family and Dependants) Act 1975.
Experience

Advising a corporate trustee on a challenge to the title of its main asset.

Advising a beneficiary on an issue with professional and lay trustees concerning the apportionment of trust assets.

Advising a beneficiary on steps to protect estate assets and disputed powers of attorney.

Advising a family trustee on the resolution of a long running trust dispute.

Acting for the executors of a deceased estate in their defence of a claim against them.

Defending a Will against allegations of the testator's incapacity.

Advising the beneficiaries of a family trust on a settlement of disputes involving the main asset of the trust.

Advising a corporate trustee on the settlement of a significant claim by a beneficiary.

Advising on Beddoes relief for both trustees and interested beneficiaries.

Meet the team
Kevin Kennedy

Kevin Kennedy Partner

  • Agricultural Disputes
  • Trust and Probate Disputes
  • Estates and Land
Justin Briggs

Justin Briggs Partner

  • Pensions Disputes
  • Trustees and Trust Companies
  • Professional Negligence
Sian Edmunds

Sian Edmunds Partner

  • Head of Food and Drink
  • Food and Farming
  • Estates and Land
  • Product Liability

What others say...

Burges Salmon LLP has ‘very impressive resources’ and is ‘highly competent, capable of dealing with large and complex cases’.
Legal 500 2017

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