Kerry Morgan-Gould > Ashfords LLP > Exeter, England > Lawyer Profile
Ashfords LLP Offices
ASHFORD HOUSE
GRENADIER ROAD
EXETER
EX1 3LH
England
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Kerry Morgan-Gould
Work Department
Private Wealth; Trusts & Estates, Dispute Resolution
Position
Partner and Head of the Trusts & Estates team
Career
Kerry is a Partner and Head of the Trusts & Estates Team.
She advises private individuals, charities and trustees in relation to all matters arising out of contentious Wills, Trusts and Estates. In addition, Kerry also advises clients in relation to contentious Court of Protection matters.
Kerry regularly advises clients in relation to challenges to the validity of a Will or Trust Instrument. She also advises on will construction and rectification claims and claims against personal representatives and trustees regarding their performance, including applications for their removal and replacement.
Kerry also frequently advises on claims for financial provision from an estate pursuant to the Inheritance (Provision for Family and Dependants) Act 1975, proprietary estoppel claims, claims in relation to lifetime transactions on the basis that they are void for lack of capacity, undue influence or fraud and professional negligence claims relating to Trusts and Estates.
Kerry regularly delivers training on the latest developments in the sector and is an accomplished conference speaker. Externally, Kerry is recognised by Legal 500 and it is commented that she is “experienced and gutsy” and “extremely knowledgeable in the area of contentious probate’, dealing with matters ‘timeously and with precision and expertise’. Kerry is also a full member of the Association of Contentious Trusts and Probate Specialists (“ACTAPS”).
RELEVANT EXPERIENCE
- National charity: Advising the charity in relation to a claim under the Inheritance (Provision for Family and Dependants) Act 1975 by the Deceased’s adult child.
- Private client: Acting on behalf of a residuary beneficiary in relation to a probate action which included allegations of fraud and undue influence surrounding the preparation and execution of the Deceased’s Will.
- Private client: Acting on behalf of the deceased’s disabled wife in relation to a claim under the Inheritance (Provision for Family and Dependants) Act 1975 in an estate worth in excess of £3 million. The matter also included a successful application to bring the claim out of time.
- Private client: Acting on behalf of an executor in relation to an application to remove a co-executor.
- Private client: Acting on behalf of the Deputies of a Protected Person in connection with a claim against a family member for the misappropriation of the Protected Persons assets.
Lawyer Rankings
Top Tier Firm Rankings
- Dispute resolution > Commercial litigation: Dorset, Devon and Cornwall
- Real estate > Commercial property: Dorset, Devon and Cornwall
- Private client > Contentious trusts and probate
- Corporate and commercial > Corporate and commercial: Dorset, Devon and Cornwall
- Employment > Employment: Dorset, Devon and Cornwall
- Employment > Immigration
- TMT (technology, media and telecoms) > Intellectual property
- TMT (technology, media and telecoms) > IT and telecoms
- Transport > Shipping
- Real estate > Social housing
- TMT (technology, media and telecoms) > Sport
Firm Rankings
- Private client > Agriculture and estates
- Private client > Charities and not-for-profit
- Real estate > Commercial property: Bristol
- Real estate > Construction
- Corporate and commercial > Corporate tax
- Dispute resolution > Debt recovery
- Employment > Employment: Bristol
- Projects, energy and natural resources > Energy, project finance and PFI
- Real estate > Environment
- Corporate and commercial > EU and competition
- Private client > Family
- Public sector > Health
- Employment > Health and safety
- Finance > Insolvency and corporate recovery
- Public sector > Local government
- Private client > Personal tax, trusts and probate
- Real estate > Planning
- Real estate > Property litigation
- Finance > Banking and finance
- Dispute resolution > Commercial litigation: Bristol
- Corporate and commercial > Corporate and commercial: Bristol
- Insurance > Professional negligence