Rebecca Milton is a Chartered Legal Executive in the Disputed Wills, Trusts and Estates Team.
She is a student member of the Association of Contentious Trust and Probate Specialists ("ACTAPS") and advises private individuals, charities and trustees in all matters arising out of contentious Wills, Trusts and Estates and also in relation to contentious Court of Protection matters. She frequently advises on the following:
- Challenges to the validity of a will
- Proprietary estoppel claims
- Executor/beneficiary disputes
- Challenges to lifetime gifts
- Construction/Rectification of a will
- Related professional negligence claims
In particular, Rebecca specialises in advising clients on claims for financial provision from an estate pursuant to the Inheritance (Provision for Family and Dependants) Act 1975.
- Advising an adult child beneficiary in relation to a claim brought against her late mother's estate by her late mother's long-term partner under the Inheritance (Provision for Family and Dependants) Act 1975.
- Advising executors of an estate in relation to claims brought against the estate under the Inheritance (Provision for Family and Dependants) Act 1975 and by way of Promissory Estoppel.
- Assisting with a contested Court of Protection matter regarding the mental capacity of the parties father to carry out certain financial transactions.
- Advising adult children beneficiaries in relation to a claim brought by their sister against the estate of their late father, in which their sister claims that their father made a gift to her of the majority of the assets in the estate (worth approximately £3,000,000) by Donatio Mortis Causa (i.e. a "deathbed gift").
- Advising a beneficiary of a lifetime gift in relation to a claim by the Executors challenging the terms of the transaction.
- Advising a client in relation to her claim under the Inheritance (Provision for Family and Dependants) Act 1975 against the estate of her late partner, who was still married.