Contentious Trusts and Estates

We have specialist expertise in dealing with contested estates. This can include all types of Inheritance and Will disputes as well as issues involving the management (or mismanagement) of trusts. Whether it’s disputing the validity of a will, seeking advice on a Trust, claiming financial provision for a disappointed beneficiary or bringing executors or Trustees to account, we can help you.

Claims can arise where a loved one has lost capacity or been subject to undue influence in their lifetime, or where fraud is uncovered. In those circumstances, their will or a lifetime transaction, such as a transfer of property which leaves their estate empty, can be investigated and challenged after that person’s death.

Both Eleanor and Paul are specialists and are accredited by the Association of Contentious Trusts and Probate Specialists (ACTAPS).  Eleanor is an Associate member.

We act for individual claimants and defendants, personal representatives, trustees and charities.

We can advise in the following areas:

  • Is the will valid? - The validity of a will can be challenged on the grounds of lack of formality (especially if it’s not witnessed properly), mistake, mental capacity, want of knowledge and approval, undue influence and fraud;
  • Inheritance disputes - The following people are all potentially eligible to bring a claim for financial provision: children or a person being treated as a child of the family; a spouse or former spouse and civil partners; cohabitees; and those receiving financial support at the time of death;
  • Is the estate being administered properly? - Personal representatives have a duty to keep beneficiaries informed, gather in the assets, account for their dealings, pay the deceased’s debts and distribute the estate in accordance with a valid will or the intestacy rules. They can be brought to account or removed if they are in breach;
  • Who should administer the estate? - If one or more personal representative is unfit to act due to mental incapacity, dishonesty, bankruptcy or any other exceptional reason, then they can be substituted before or removed after their appointment;
  • Broken promises - In some circumstances, if a person is given an assurance or a promise of an inheritance or an interest in land and property and relies upon it to their detriment, then a claim can be brought against the estate to enforce the promise;
  • Abuse of those who lack capacity in their lifetime - The Court of Protection is there to oversee and supervise a vulnerable person's finances and welfare if required; it can revoke Powers of Attorney, appoint supervising Deputies, approve lifetime gifts and even make a will on their behalf.

 Visit our Contentious Trusts and Estates FAQ page, where Eleanor Stenson and Paul Lewis answer some of the questions you may have about inheritance, trusts and estates.

 Published articles

Our team

Eleanor Stenson

Associate

Head of Contentious Trusts and Estates

Direct Line +44 (0)113 297 8933

Paul Lewis

Solicitor

Contentious Trusts and Estates, Insurance Litigation

Direct Line +44 (0)113 831 3858

Sophie Brackenbury

Solicitor

Dispute Resolution

Direct Line +44 (0)113 831 3803