We provide a wide range of legal services to individuals and businesses through our specialist teams of solicitors across our offices.
We provide a wide range of legal services to individuals and businesses through our specialist teams of solicitors across our offices.
Associate
“Danielle made my wife and I very welcome and we were treated as being important to the practice.”
Danielle is experienced in both Property & Financial Affairs and Health & Welfare.
Preparation of a Lasting Power of Attorney which included a “Do Not Resuscitate” clause to restrict the Attorneys ability to consent to life sustaining treatment in terminal end of life circumstances.
Preparation of a Lasting Power of Attorney in which the Attorneys lived abroad.
Danielle advises in all areas of probate including in relation to obtaining the Grant of Probate, interpretation of Wills, and Administration of Estates generally.
Acting on the administration of a complex Estate including submission of a claim of the reduced Inheritance Tax rate due to charitable legacies, subsequent Application for a refund of Inheritance Tax due to loss on the sale of land and arranging payment for 28 pecuniary legatees.
Danielle’s Trust experience includes drafting Deeds pertaining to existing Trusts and including Trusts within Wills.
Appointing and retiring Trustees from a Nil Rate Band Discretionary Trust following the recent death of a Testator and transferring the £325,000 of the value of the matrimonial home into the names of the Trustees.
Danielle has experience in a wide range of Wills including those with Care Fee Protection, Estate Succession and Inheritance Tax Planning.
Preparation of a Will to include a Discretionary Trust of Property to maximise Agricultural Relief from Inheritance Tax.
Preparing Wills for clients to contain two individual Discretionary Trusts for family members who were incapable of managing their finances.
Preparation of a Will for a client who was widowed and subsequently had a child with a new partner. The Will was structured to guarantee the latter partner had the protection of a property during her lifetime whilst ensuring the property would ultimately benefit all children, including those from his previous marriage. Also advising the client as to ways to mitigate Inheritance Tax to secure three Nil Rate Band allowances.
Danielle is developing her practice in the Court of Protection field and has experience of Deputyship and Trustee Orders where a person has lost capacity.
Preparing Applications to the Court of Protection for a Deputyship Order for a person who had lost capacity, together with a supporting application for a Trustee Order to appoint Trustees of a Life Interest Trust created under the incapacitated person’s late spouse’s Will from 1985; also advising the family in relation to a claim by the Local Authority who were pursuing the incapacitated persons’ property for payment of care fees.
For help and advice, talk to a member of our team. They can advise on the best options in your matter.
