Lucinda is head of BDB Pitmans’ will and trust disputes team. She has over 18 years’ experience of will and trust disputes of all types and is a recognised leader in this area.
Lucinda handles disputes involving trustees, beneficiaries, executors, attorneys and charities. She has particular expertise in advising clients in relation to bringing and defending claims for reasonable financial provision from an estate, claims relating to the validity of wills and trust documents, rectification claims, removal of executors and trustees, mental capacity matters, breach of trust claims, proprietary estoppel claims and contentious Court of Protection matters.
Her cases often have an international dimension and she has had notable successes at trial and mediation.
A fantastic lawyer who is both knowledgeable about the law and very good with clients.
- Advising a beneficiary of two Guernsey trusts in claims against the trustees for overcharging and negligent tax advice.
- Acting for an executor in a dispute with his co-executor in relation to proper accounting for shares held by the deceased in a Bermudan company.
- Advising a charitable trust in its defence to a claim of several millions brought by the deceased’s widow for reasonable financial provision. Achieving a settlement at mediation which preserved the majority of the estate for the charity.
- Acting for one of the life tenants of a trust holding significant farmland in his challenge to the exercise of the trustees’ decision as to appointment of the trust assets.
- Devas v Mackay (2009): Acting for the successful claimant’s daughters and achieving an order from the High Court that the deceased’s last will was invalid due to lack of testamentary capacity.