To make things more fun, please read the full case study in advance of the conference and jot down how you would approach this scenario and your key considerations. You can then compare your notes with the experts.
Nina Wright is 44-year-old widow whose husband, Stuart Wright, died suddenly in a car accident on the M4. Stuart was a major shareholder in his family’s gin business. He also set up a successful hand sanitiser business. Nina and Stuart have 3 children. The oldest child Ben (25) has Down’s Syndrome.
Stuart went on to have an affair with Vicky and a secret love child (Aurora) which Nina knew nothing about. During lockdown, she did find out about the affair. The marriage was under strain because of the affair and also because of Nina’s overspending online and her drinking. Stuart began sending money for child support from an account which he had hidden from Nina.
When going through Stuart’s papers, Nina realises that not only did Stuart have an illegitimate child that he had kept a secret, but he died without having ever made a will.
To make matters worse, since Nina told the banks that Stuart had died, they stopped the direct debits from his personal account and Vicky is now claiming a share in the family business for Aurora and someone has also told Nina that she may not inherit the whole of Stuart’s estate because some of it might go to the children.
On top of all of this, Nina’s own children are having issues and are making demands on her.
She has nowhere to turn. Fortunately, she has been referred to you, her local SFE solicitor to help her sort it all out.