Mary Harty

Examples of her work include:

• Dealing with the administration of a number of trusts including more complex discretionary trusts – including arranging and noting trustee meetings and decisions, liaising with investment advisers, preparation of trust tax returns and accounts.
• Implementing systems to ensure that tax returns and trust reviews are undertaken regularly.
• Advising on and creating trusts in a number of different scenarios – eg, to hold personal injury awards received by clients of our PI department, preparation of declarations of trust relating to non-standard property transactions, creation of trusts to provide for children and grandchildren, and disabled or vulnerable beneficiaries.
• Advising on asset protection trusts and also spousal bypass trusts for pension benefits.
• Preparing trusts to hold court or negotiated settlements in contentious probate cases.
• Advising on Wills and trusts created by the other party in contentious probate cases.

Mary said: “Trust law is complex and it is easy to make mistakes that can end up causing a financial loss to the trust or the trustees personally.  Drafting trust deeds is a specialist skill, so professional advice can be essential to ensure that trusts are set up and managed properly.”

Legal 500 2017 Wards Solicitors is recommended for Personal Tax, Trusts and Probate and Mary Harty is recommended for the administration of trusts.