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In terms of their strength and depth, they are absolutely first-class. CHAMBERS UK


 

Trustee Disputes

We advise on all issues relating to trustee’s duties and responsibilities and their legal powers. Many of our clients act as trustees on behalf of organisations, estates, charities and private individuals.

The Team are members of the Association of Contentious Trust and Probate Specialists (ACTAPS) and the STEP Special Interest Group for Contentious Trusts and they have a proven track record of resolving complex and high value disputes without the expense and stress of a trial.

To contact us with your enquiry, please get in touch with a member of our team by email, by phone at 01273 403350, or via the online form at this link.

 

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Work scope

  • Claims by beneficiaries against a trust or trustees for breach of duty or breach of trust.  Advising trustees.

Recent deals & cases undertaken

  • Advising the trustees and executors of a discretionary will trust in the context of claims brought for reasonable financial provision by the Deceased’s co-habitee and his adult child, where the estate had an approximate value of £10m and where the interests of the discretionary and default beneficiaries were, on the face of it, adversely effected.
  • Advising in relation to a claim for rectification of a Deed of Gift made during the lifetime of a Deceased which involved issues of who should pay the cost of the application in the absence of an indemnity from the negligent solicitors insurers.
  • Applications to appoint new Trustees.

Testimonials

Recommendations from Legal Directories

  • With a team of eight fee-earners, Adams & Remers has ‘a reputation for offering solid specialist advice’, and recently acted for the appellant in the Court of Appeal case Berger v Berger.
  • Lloyd Junor (Partner and Head of Contentious Trust & Probate) is recognised in Legal 500 as ‘another star…and extremely knowledgeable’.
  • The team at Adams & Remers has experience in challenges to wills, breach of trust cases, and reasonable provision claims.

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