Career & Experience
Lucy is a Partner who leads our Legacies team and our Inheritance & Trust Disputes team. Lucy acts for charities and private clients advising on a range of issues relating to disputes arising about estates. For private clients this can be a stressful and emotional time and Lucy and her team help families navigate disputes in a cost effective way to achieve their objectives.
Lucy is also known for advising charity legacy teams about all aspects of legacy income including contentious trust and probate matters, legacy administration, charity law and probate.
Lucy delivers solutions for clients beyond simple legal advice and is proud to have developed an innovative product called Legacy Accelerator to assist charities to grow their legacy income. As part of that she has recently delivered a collaborative solution to a key charity client to work as an extension of a major national charity’s in house legacy team to manage the unpredictability of the work-levels associated with the administration of their legacy income.
Having acted for many large charities, Lucy has a comprehensive track record in the sector and is able to share this experience and insight with her clients and apply it to her advice. The network she has built in her career enables her to make connections between contacts to enable a collaborative approach.
With a passion for music, Lucy wanted to be a professional flautist before she embarked on her legal career.
Accolades
- ACTAPS qualified
- STEP Advanced Certificate in Trust Disputes
- Corporate Partner of Institute of Legacy Management
Career & Experience
Lucy is a Partner who leads our Legacies team and our Inheritance & Trust Disputes team. Lucy acts for charities and private clients advising on a range of issues relating to disputes arising about estates. For private clients this can be a stressful and emotional time and Lucy and her team help families navigate disputes in a cost effective way to achieve their objectives.
Lucy is also known for advising charity legacy teams about all aspects of legacy income including contentious trust and probate matters, legacy administration, charity law and probate.
Lucy delivers solutions for clients beyond simple legal advice and is proud to have developed an innovative product called Legacy Accelerator to assist charities to grow their legacy income. As part of that she has recently delivered a collaborative solution to a key charity client to work as an extension of a major national charity’s in house legacy team to manage the unpredictability of the work-levels associated with the administration of their legacy income.
Having acted for many large charities, Lucy has a comprehensive track record in the sector and is able to share this experience and insight with her clients and apply it to her advice. The network she has built in her career enables her to make connections between contacts to enable a collaborative approach.
With a passion for music, Lucy wanted to be a professional flautist before she embarked on her legal career.
Accolades
- ACTAPS qualified
- STEP Advanced Certificate in Trust Disputes
- Corporate Partner of Institute of Legacy Management
Expertise
- Inheritance (Provision for Family and Dependants) Act 1975 claims
- Will validity disputes (including testamentary capacity, undue influence and fraud)
- Applications concerning the interpretation and construction of wills
- Applications concerning the doctrine of cy-pres
- Proprietary estoppel claims
- Professional negligence claims (arising out of advice regarding trusts, wills and estates)
- Breach of trust
- Executor issues (such as failure to pay a legacy, obtaining estate accounts, scrutinizing administrators fees)
