Profile


Stephen is an experienced inheritance/probate
mediator. He has mediated over seventy inheritance/probate disputes, all but
one of them resulting in a settlement.  These cases include disputes
involving inheritance, family provision, incapacity and undue influence
claims.  Most have had a high degree of emotion; many have been
financially complex.

Stephen is expert in keeping lines of communication
open, is not afraid of emotion and is financially literate; skills that ensure
that settlements are reached.  Solicitors, clients and publications have
noted Stephen’s talents describing him in the following terms:  "Robust in
moving things on positively.” "A warm and calm demeanour which instantly sets
people at ease.” "His intervention helped the parties to reality test
effectively.” "Allows the parties to think aloud and consider more than one
settlement route for themselves.” "Adopts a calm and measured approach to
moving the process forward.” "My client was entrenched in his views. 
Stephen was very good at getting him to budge.” "Did a good job on the day. He
was very effective and our client was very happy.” "After two years of torment
we can get on with our lives again, thanks in no small part to your
efforts.  Thank you enormously for your skill and persistence – you
couldn’t have done more.”

 

Recent cases include:

A dependent daughter against late father’s estate
left entirely to second wife; value £150k. 

A brother against sister for pictures and other
assets; claim £1m.

An estranged husband against a late wife’s estate
for maintenance and pension provision.

The alleged destruction of a will and resistance to
intestacy.

A first wife against a second wife for pension
payments due to her but never implemented. Value £100k.

A niece alleging invalidity of later will under
which her share was substantially diminished.  Estate value £4m; claim
£850k.

A claim against a charity for reasonable provision.

A claim by a widow in possession of the matrimonial
home for reasonable provision in face of husband’s leaving of his share in the
matrimonial home to his daughter by his first wife. Claim value £300k.

A daughter of deceased given life interest in
deceased’s house – issue of valuation of life interest being given up so as to
enable distribution of proceeds of sale to other siblings.

 

More information

QUALIFICATIONS:


City of London School and Christ Church, Oxford
(modern languages open exhibitioner) MA Jurisprudence

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