Naomi advises families, individuals, settlors, trustees and beneficiaries in relation to disputes primarily involving trusts and estates. Naomi also has experience in advising in situations where an individual may lack capacity to manage his or her own affairs.
The increase in globalisation, with individuals based in more than one country and having assets and real estate across a number of jurisdictions, means that there is often an international element to Naomi's cases. She has extensive experience in dealing with these aspects and where relevant, liaising with local lawyers.
Naomi also works with colleagues in advising families in relation to the structuring of their wealth and the implementation of effective family governance structures to ensure that the family wealth can pass between generations effectively and is not vulnerable to dissipation or attack.
- Acted for the trustees of a family trust in an application to High Court for permitting the trustees to restructure their family companies and trusts and to vary the trusts so as to provide the trustees with the appropriate powers to enter into the transactions.
- Acted for the litigation friend of a minor beneficiary of an English law trust in a contentious application for the appointment of a judicial trustee.
- Acted in a family dispute regarding a valuable ceramics collection.
- Advised executors/trustees who were parties to a claim under the Provision for Family and Dependents Act 1975 claim.
- Advised in relation to the appointment of a deputy to act as a litigation friend in a potential probate claim.
- Advised on the creation of a complex trust structure incorporating best practice family governance for a Middle Eastern client.