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Rayner my parade! The importance of specialist advice.
Jemma Brimblecombe
Trust and estate disputes are increasingly commonplace, especially in the HNW community where there are complicated family relationships in play and/or the relationship between trustees or trustees and beneficiaries has broken down.
In a case decision ironically handed down in the wake of Valentine’s Day last week, a widow who was left nothing in her husband’s will following a 66-year marriage, was successful in pressing for her fair share of his estate.
Another day, another will dispute in the headlines. The case concerns the estate of the late Julie Harrison whose daughter, Candice Harrison, is reported to have been successful in an undue claim against her cousin, Jonathan Greenwood.
It has been widely reported in the mainstream media this week that a Mr Stewart Pearman has been jailed for over five years for trying to steal more than £2 million left by a friend to an air ambulance charity before her death by cancer in 2016. Mr Pearman had been bequeathed £25,000 by his friend in her Will made in 2014 but shortly before her death forged a document that declared he was the sole executor and main beneficiary of her estate.
This quarterly contentious trust and probate litigation update provides a summary of a cross-section of reported decisions handed down in the courts of England and Wales in the period October 2022 - December 2022.
Jemma Brimblecombe
Charles Richardson
Oliver Oldman
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