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Mary Harty

Partner

Specialism

Mary specialises in Wills & Probate, in particular the creation and administration of trusts, as well as the production of Lasting Powers of Attorney, complex and simple Wills and more general estate planning.

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.

Qualifications and Experience

  • Sociology degree 1989
  • Qualified as a Solicitor in 1998
  • Full member of Solicitors for the Elderly (SFE) since 2002
  • Full member of Society of Trust and Estate Planners (STEP) since 2003
  • Has specialised in Trust Creation and Management since 2005

Supervised by Jenny Pierce

Satisfied Clients

“Over and above my expectations. Mary Harty provides an exceptional service.”

“Excellent, helpful and very efficient. Would be very happy to use Mary Harty again and recommend her to friends.”

“As on previous occasions Mary provided a totally professional, friendly and helpful service.”

"I was very satisfied with your service. The detailed discussion I had with Mary Harty were very informative and her letters explained tax liability and trusts instructively."

'Mary Harty was very helpful and professional - and so easy to talk to. Very happy with our experience - Thank you.'

'Mary was very patient in explaining the details and implications of the Trust. She also helped me immensely by giving me an easy to understand explanation for my children.'

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