Covid-19: How the virus is affecting the witnessing and signing of wills
March 31, 2020
Specialist in Private Client
Dawn has specialised in private client law for the past 18 years. She is a friendly, approachable professional, who is very experienced in drafting wills and trusts. She often works with clients’ financial advisors and accountants to provide advice, helping to preserve, build and maintain clients’ wealth.
Dawn undertook disputed estates work for many years, and her background enables her to spot potential claims which may arise in the estates of clients. By providing appropriate advice, and the judicious use of trusts and no contest legacies within wills, it is possible to reduce the likelihood of a potential claim against the estate of a high net worth client who may have multiple business interests and a complex family situation; or to, at least, provide trustees with a flexible mechanism to settle a claim.
Many couples entering into a second marriage, bring to that marriage children from other relationships. Dawn advises many such couples on how to ensure they provide for each other, so the survivor is not negatively impacted, but also ensuring their own respective children benefit from any assets they have brought to the marriage, by including life interest trusts in their wills.
Dawn also assists clients in making applications for Probate and Letters of Administration, adding value by completing claims for residence relief and unused nil rate bands, where available.
Her experience also enables her to advise on the administration or winding up of any trusts which may arise under the provisions of the will, in accordance with clients’ wishes and best interests.
Dawn also advises on setting up and administering lifetime trusts and making Lasting Powers of Attorney.
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