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Litigation – Class of Beneficiaries

Sector

Private client (private individuals, brothers and co-beneficiaries of a Will Trust).

How we helped

We advised on a construction issue relating to the class of beneficiaries. Multiple successive life tenancies terminating recently on death of last life tenant. Now apparent that trustees had invested in bonds producing capital growth only which had been paid to last life tenant. Issues relating to the exercise of trustees’ powers and discretion in relation to occupation of trust property.

Value

£250k+.

Lawyers involved

Malcolm Thomas.

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