Most disputes concerning Wills and Trusts arise between family members. Frequently, those involved never imagined that they might one day have to take legal advice on bringing or defending Court proceedings.
At Barker Gotelee we are sensitive to this. Our dedicated team of experienced solicitors can advise you on the legal, tax and practical issues if a Will or Trust is disputed and on the alternatives to Court action for resolving such disputes. We will always advise on the financial implications if you settle out of Court and the potential risks and benefits of pursuing or defending your case in Court.
Many of our clients seek our advice early on, keen to prevent a disagreement developing into a formal legal dispute. Often a dispute will comprise several different issues, some of which are listed below:
- Is the Will valid?
- What if the Will or Trust document is ambiguous?
- What if the Will or Trust document need rectification?
- What happens if there are Mutual Wills?
- What happens if there has been professional negligence?
- What happens if there has been a breach of trust by executors/trustees?
- What happens if you put money into a property but are not the legal owner?
- What if there have been fraudulent lifetime gifts?
- How can you challenge a decision by pension trustees?
- What are the implications of owning a property with someone else?
We can advise on the interaction of these and the implications for you, whether you are an executor, trustee, beneficiary or someone who has lost out on an inheritance.
We have tried to answer some of your questions on this site.