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Trust Variation for Minors - High Court Holds Sway

Setting up family trusts with minors or those with mental incapacities as beneficiaries is by no means uncommon and it sometimes occurs that such trusts need to be varied for one reason or another. The mechanism for this is the Variation of Trusts Act 1958...

Understanding Between Couple Regarding Work Done Creates Legal Obligation

Legal arguments between cohabitants who break up are commonplace. However, a recent case dealt with a lengthy legal dispute between the surviving partner of a gay couple and his deceased partner's family. The couple lived in a property that was owned by...

High Street Store Will Invalid, Rules Court

The dangers inherent in adopting a casual approach to one's will were starkly illustrated in a case that considered the validity of three 'templated' wills written by an elderly woman within a period of four years. The woman had three children and two...

Psychiatrist Approves Marriage for Alzheimer's Patient

Remarriages are a common source of disagreement and acrimony among family members and dementia is an increasingly prevalent issue, so it is unsurprising that when both were present, the result was a legal dispute in which the Court of Protection had to...

High Court Focuses on Essentials to Resolve Family Trust Dispute

Even the most careful drafting cannot always succeed in dispelling ambiguity or in making provision for all future eventualities. As a High Court case concerning a family trust showed, however, the courts are always there to act as a neutral umpire in...

Mistaken Belief Overturns Estate Split Agreement

When the male partner of a cohabiting couple died, apparently without leaving a will, after they had lived together for more than 40 years, his estate was administered according to the laws of intestacy, with the result that no provision was made for his...

Reasonable Provision May Not Mean What You Think

When a person is excluded from the will of someone on whom they were 'dependent', the Inheritance (Provision for Family and Dependants) Act 1975 provides that the dependent person can apply for 'reasonable financial provision' to be made for their...

Placing Trust in a Family Member Proves Unwise (Again)

Even the most apparently trustworthy people can sometimes turn out to be anything but and that is one good reason why it is sensible to appoint a solicitor as executor of your will. In one case that proved the point, an ex-police officer took advantage of...

Casting Aspersions to Change Inheritance Proves Unsuccessful

Wills made or varied just before death are a frequent source of dispute and court appearances, and it was just such an occurrence that led to a High Court hearing recently . The case concerned the estate of a woman who died in 2014, two days after making a...

Informal Wills on the Way?

We have written on numerous occasions of the danger of either failing to leave a will or of not taking professional advice when making your will. Among the difficulties that can arise with DIY wills are challenges by family members who have been excluded...
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