Isabel Moreton

Associate

  • Education: Corpus Christi College, Cambridge, • Corpus Christi College, Oxford,
  • Admitted: England & Wales, 2008
  • Languages spoken: French • German
  • Year joined: 2006

Overview

Isabel acts for individuals, institutions and charities in a variety of contentious trust and succession cases, both domestic and with an international element.

She advises on the validity of wills, including cases involving fraud, capacity, undue influence, construction, rectification, constructive trusts, proprietary estoppel and claims under the Inheritance (Provision for Family and Dependants) Act 1975. She also does Court of Protection work and professional negligence claims in relation to estate planning, trust and succession issues.

Highlights

  • In Esson v Esson and Others reported at [2010] WTLR 187, Isabel assisted Paul Hewitt in acting for the successful claimant in an application for construction and rectification of his mother's homemade codicil. The Judge agreed that the words ‘should I predecease him' in the codicil were not intended to be a condition of the gift of a bank account to the testatrix's grandchildren.

Publications and speaking engagements

  • Contributor to the legal update for the Institute of Legacy Management
  • Speaker at seminar on A Smorgasbord of cross-border issues, Legacy Labyrinth (2011) 
  • Speaker at seminar on Continental Europe - hot topics - Eastern Europe and asset heir tracers, Legacy Labyrinth (2010)
  • Speaker at seminar on Inheritance (Provision for Family and Dependants) Act 1975 - an update on the 1975 Act - claims and compromise, Legacy Labyrinth (2009)

Memberships

  • Association of Contentious Trust and Probate Specialists (ACTAPS)
  • Charity Law Association
  • Association Internationale des Jeunes Avocats (International Association of Young Lawyers) (AIJA) 
  • Litigation and Private Client Commissions (AIJA)

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