Will Dispute Case Law
New Births And New Relationships? Review Your Will To Avoid A Dispute Youād imagine a wealthy businessman with assets...
Read moreKatie is a highly experienced solicitor specialising in Contentious Trusts and Probate matters.
The types of cases Katie deals with include, but are not limited to, applications under the Inheritance (Provisions for Family and Dependents) Act 1975, challenging the validity and structure of wills and trusts, claims for breach of trust and disputes arising between executors/trustees, beneficiaries and third parties. These types of disputes give rise to professional negligence claims as well as claims under the Trusts of Land and Appointment of Trustees Act (ToLaTA) which Katie also has wide experience in. Katie undertakes Court of Protection work, such as obtaining Lasting Power of Attorneys and issues arising from the same, Statutory Will applications and making and contesting Deputyship applications.
Many of Katieās cases involve international elements and cross-border issues. Katie has experience in dealing with various jurisdictions including Scotland, France, Spain and India.
Awards and memberships
Katie is a member of the Society of Trust and Estate Practitioners (STEP) and is a STEP Technician. She is also a member of the ConTra, a Contentious Trusts Association for lawyers and a full member of the Association of Contentious Trust and Probate Specialists (ACTAPS). Katie is a member of Solicitors for the Elderly (SFE) and was awarded the SFE Older Client Care Practice Award in November 2020.
Personal Interests
In her spare time Katie enjoys socialising with her family and friends, cooking and travelling.
Insights from KatieVIEW ALL
New Births And New Relationships? Review Your Will To Avoid A Dispute Youād imagine a wealthy businessman with assets...
Read moreOn A Lick And A Promise? The First Hurdle In Proprietary Estoppel Claims Solicitors are increasingly instructed by clients who...
Read moreIf you own assets in more than one country, itās important to make a robust Will that deals effectively...
Read moreThe Court of Appeal upholds the recoverability of CFA success fees in 1975 Act claims. An individual who claims reasonable provision...
Read moreāScrap Kingā Multi-million Inheritance Dispute Confirms the High Standard of Evidence Needed to Contest a WillĀ Ā Gary Goodwin, son of...
Read moreThe ānil rate bandā offers an incentive to testators to make their will in a tax-efficient manner, maximising the amount...
Read moreItās not unheard of for an individual to forge someoneās will with the aim of securing an inheritance....
Read moreWhat is testamentary capacity? Testamentary capacity refers to a person’s ability, both legally and mentally, to create a valid...
Read moreThe recent reported case of Shearer v Shearer highlights that adult children cannot expect an estate to support their affluent...
Read moreOur specialist Wills solicitors can help clients with their Will requirements during this health crisis. Giving your solicitor āremoteā instructions...
Read moreRecord numbers of us entrust our finances to loved ones, with over 800,000 Lasting Powers of Attorney (LPA) registered yearly, according...
Read moreThe High Courtās decision in the recent case of Legg and Burton v Burton [2017] has highlighted the issues surrounding...
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