James Wallace > Aaron & Partners LLP > Chester, England > Lawyer Profile

James Wallace

01244 405588 [email protected] View profile

Work Department

Wills, Trusts and Tax Law

Position

Contested Wills, Trusts & Estates Partner

Career

James specialises in the resolution of disputes involving Wills, Trusts and Estates. He has particular expertise in dealing with challenges to wills, often on grounds of lack of testamentary capacity, undue influence or fraud. He also represents individuals and estates in respect of claims under the Inheritance (Provision for Family and Dependents) Act 1975.

James also specialises in the resolution of trust disputes, both between trustees themselves and with beneficiaries. This includes advising executors and trustees of estates where a dispute has arisen in the course of an estate administration and beneficiaries of estates who might be unsatisfied with the conduct of the executors and trustees.

James uses a creative and collaborative approach to finding common ground between parties involved in estate disputes and where possible seeks to find a satisfactory resolution without having to involve the courts. Where the involvement of the court is required, he advises clients as to the most appropriate method of achieving their objective as quickly and as cost effectively as possible. He has a network of highly specialist mediators and barristers practising in this area and is able to draw on their additional expertise as and when required. With his in depth knowledge of tax law, James is also able to structure settlements in a tax efficient manner for the benefit of all parties involved.

James also advises high net worth individuals with regards to tax and estate planning, wills and powers of attorney.

Memberships

James is a member of ACTAPS (The Association of Contentious Trust and Probate Specialists).

Education

James is a fully qualified member of STEP (Society of Estate & Trust Practitioners).