Sintons LLP‘s dedicated contentious probate and trusts team in Newcastle is adept at handling relief from forfeiture applications, mutual wills, domicile disputes, will rectification applications, and applications to charities for ex-gratia payments. The team also covers will disputes, inheritance act claims, trust disputes, TOLATA applications, professional negligence claims and proprietary estoppel claims as well as court of protection disputes, including those relating to statutory wills and the removal of deputies or attorneys. The department is led by Emma Saunders, ‘a stellar lawyer who has a well-earned reputation as a firm but fair opponent’. Jonathan Grogan is experienced in non-contentious and contentious estate matters, while Emelie Rowell is a contentious probate specialist.
Contentious trusts and probate in North
Sintons LLP
Responsables de la pratique:
Emma Saunders
Autres avocats clés:
Jonathan Grogan; Emelie Rowell
Les références
‘Emma Saunders is a professional, personable, knowledgeable expert in her field. She has personally handled my exceptionally difficult case with sensitivity and understanding. Emma has completely managed my expectations throughout the case. She has explained matters with complete clarity, providing direction and advice which I have found reassuring. I have total confidence in her and her team to identify and present the correct resolution to conclude matters.’
‘Extremely approachable, excellent customer care and an ability to communicate in ‘non-technical’ language to people with little knowledge or experience of legal matters. An honesty and realism about options and what outcomes might be possible. This engenders confidence.’
‘Jonathan Grogan was highly competent. His advice was always clear and prompt, draft correspondence was well tailored to our circumstances, fully comprehensive with a good understanding of the emotional toll as well as quickly grasping the essentials of the case and our concerns. He made what was a very difficult time, where we had started to doubt our own judgment, considerably less stressful and was able to reassure us that our concerns were justified.’
Principaux dossiers
- Advising a claimant in a multi-faceted will dispute including allegations of fraud and undue influence.
- Assisted in a proprietary estoppel claim in the client’s favour with regards to a family farmhouse ending in a transfer to the client of the property in dispute.
- Assisted in obtaining the removal of the client’s co-trustee and a costs order in the client’s favour following a contested hearing in the High Court.
Burnetts
Burnetts‘ dispute resolution department covers the full spectrum of contentious trust and probate work, in particular contentious estate administrations and agricultural disputes. The team is spearheaded by mediator James Johnston, who is based in Carlisle and has specific expertise in partnership matters and contentious probate and trust matters involving commercial assets. Splitting their time between the firm’s Carlisle and Newcastle offices, associate Grace Wren is the key contact for TOLATA instructions and contentious probate cases with an agricultural element, and senior associate Johnny Coulthard focuses his practice on contentious probate and trust work.
Responsables de la pratique:
James Johnston
Autres avocats clés:
Grace Wren; Johnny Coulthard
Womble Bond Dickinson (UK) LLP
Womble Bond Dickinson (UK) LLP‘s private wealth disputes team acts for individuals, charities, individual and corporate trustees, and insurance companies on the full range of contentious private client matters, including professional negligence work related to the private client industry. In Newcastle, managing associate Joe Kelley specialises in contentious trusts and probate, and ‘is someone to watch in this space’. A recent addition to the team is Kerry McFarlane, whose practice covers the full range of issues related to disputed trusts and estates.
Autres avocats clés:
Joe Kelley; Kerry McFarlane
Les références
‘The team stands out for having a depth and breadth of expertise within its team and people who are excellent at all levels.’
‘I am very impressed by Kerry McFarlane – Kerry is meticulous, incredibly hardworking and responsive – she is a pleasure to work with. Joe Kelley, managing associate, is sensible, reassuring and is great on strategy.’
‘Joe Kelley is very good, a sound legal brain and has a lovely nature with clients.’
Principaux dossiers
- Acted for a landed family in Cumbria in the defence of a c£10m proprietary estoppel claim.
- Acted for Womble Bond Dickinson (Trust Corporation) Limited in a successful application to remove co-trustees and the subsequent administration of a contentious will trust holding high-value agricultural assets.
- Assisted a private individual in a charity trustee dispute.
EMG Solicitors
EMG Solicitors specialises in private client advice and Court of Protection services in particular, as well as contentious probate mandates. The litigation team handles a wide range of disputes, including proceedings relating to wills, Inheritance Act claims, and applications to challenge or remove executors, as well as complex trust disputes. In Penrith, Natalie Spedding leads the team and handles a wide range of disputes; former team leader Matthew Sigsworth departed to Ward Hadaway LLP in February 2024. Other key members of the team are Joanne Blackwood and Graham Shannon.
Responsables de la pratique:
Natalie Spedding
Autres avocats clés:
Joanne Blackwood; Graham Shannon
Les références
‘A good, Durham based firm, well-versed in property related disputes.’
Hay & Kilner
Hay & Kilner‘s private wealth disputes department handles trust and probate disputes, often involving agricultural estates and the farming community. The department is headed up by senior associate and litigation specialist Guy Barr; Barr’s practice covers all aspects of contentious probate and trusts disputes and represents parties on all sides of disputes. The department is well-supported by solicitors Rosie Lovett and Bethany Herbertson. Former practice head Lucy Gray departed to THF Holdings in May 2023.
Responsables de la pratique:
Guy Barr
Autres avocats clés:
Rosie Lovett; Bethany Herbertson
Les références
‘Good local firm, quick and efficient.’
‘Bethany Herbertson is up and coming. Very nice to work with and works very hard for her clients.’