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Specialism: Lawyers Contentious Trusts
Company: Lester Aldridge
Location: Bournemouth, England
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Average client size: Under £5 million
Fixed fee offering: Yes - We undertake some fixed fee work in contentious probate cases
Number of offices globally: 1-5
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Protecting a substantial legacy for a national charity by successfully defending a claim under the Inheritance (Provision for Family & Defendants Act 1975) and also managing potential reputational risks to the charity
Representing two beneficiaries who stood to lose a substantial legacies following a claim against their parent’s estate. Settling the matter prior to the issue of proceedings, with no payment being made to the claimant and the beneficiaries’ legacies were unaffected by the claim.
Obtaining a court order to remove a problematic executor from an estate who had failed to progress the estate administration for several years. Also appointing a replacement executor recovering the client’s legal costs from the removed executor.
Advising a trustee in a complex trust administration case, seeking the court’s guidance and recovering the trustee’s costs