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Birketts LLP

KINGFISHER HOUSE, 1 GILDERS WAY, NORWICH, NR3 1UB, ENGLAND
Tel:
Work 01603 232300
Fax:
Fax 01603 230533
DX:
5230 NORWICH
Email:
Web:
www.birkets.co.uk

Bernadette Baker

Tel:
Work 01603 756406
Email:
Web:
www.birketts.co.uk
Birketts LLP

Work Department

Commercial litigation, Contentious Trusts and Probate

Position

P\rtner

Career

Bernadette joined Birketts in 2004. She is a Partner in our Dispute Resolution Team and undertakes a range of contentious work in addition to her specialist area of contentious trust and probate. Bernadette qualified as a Solicitor in September 2004.

She is a member of ACTAPS - the Association of Contentious Trust and Probate Specialists and regularly advises and acts for beneficiaries and executors in relation to:

  • entitlement under the Inheritance (Provision for Family and Dependants) Act 1975
  • will disputes arising from allegations of undue influence, lack of testamentary capacity, invalid procedure or fraud
  • executors responsibilities
  • negligently drafted wills
  • personal liability of trustees
  • applications for the substitution and removal of personal representatives
  • contested powers of attorney
  • applications to the Court for directions, accounts and inquiries.

Bernadette provides initial advice and assessment without charge, particularly in the area of potential Inheritance Act claims and can offer a range of funding options.

Member

She is a member of ACTAPS - the Association of Contentious Trust and Probate Specialists


East Anglia: Insurance

Professional negligence

Within: Professional negligence

Birketts LLP has a strong claimant practice that services clients both in East Anglia and nationwide. It regularly handles claims against a variety of professionals but with a particular focus on solicitors and accountants, and it deals with many cases concerning negligent probate advice. Experienced litigator and member of the Professional Negligence Lawyers’ Association (PNLA)  Max Roessler leads the practice and advises both business and private clients on claims against a wide range of professionals, though many of his cases focus on matters involving other law firms. Partners Paul Matthews and PNLA member Laurence Weeks also play key roles in the practice, in which senior associates Bernadette Baker and Robert Tiffen and associate Susannah Catchpole are also recommended. Roessler recently acted for a client bringing a claim against financial advisers for poor investment advice affecting beneficiaries. Highlights for Matthews included acting in a claim against solicitors for the negligent management of a potential claim.

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East Anglia: Private client

Contentious trusts and probate

Within: Leading individuals

Bernadette Baker - Birketts LLP

Within: Contentious trusts and probate

The contentious trusts and probate practice at Birketts LLP is one of the few in the region to have a dedicated team of specialists working in this area of law. Commercial litigation partner Paul Matthews is the key contact and he draws on the 14 years' experience of ACTAPS member and senior associate Bernadette Baker who is recognised as a leader in her field. She recently advised the son of a deceased man who changed his will shortly before he died to change the division of property, which included a multimillion-pound farming business, between his children. Litigation associate Susannah Catchpole also plays a central role in the practice. She worked with Baker on a complex matter in which a firm of solicitors had failed to transfer a multimillion-pound property into a trust before the owner's death. The practice advised the deceased's daughter on tax mitigation strategies.

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