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Client Case: Mrs D And The Trust Dispute

Reasons to choose Wilson Browne

The Situation

Mrs D’s father and second wife created a trust to allow the survivor of them to have lifetime interest in their shared property. The 4 trustees were Mrs D, her sister and her two stepsisters.

The Problem

Mrs D came to us after she received a complicated letter from a law firm on behalf of the stepsisters regarding the winding up of the Trust. The legal wording led Mrs D to believe they were seeking to vary the terms of the Trust.

The Solution

We had a meeting with Mrs D after reviewing the letter to explaining it in clear non-technical language that she could understand Mrs D was able to respond and arrangements were made for the Trust to be wound up.