Sara McGrigor

Sara's practice focuses on wills, estate planning, estate administration, and trust administration. She has expertise in the use of wills and trusts (both within and outside of wills) for estate planning purposes. Sara also has extensive estate administration experience ranging from the straightforward to complex high net worth estates including those with assets in multiple jurisdictions and issues of domicile.

Sara qualified as a solicitor in 2005.

Recent work examples

• Deed of appointment out of a discretionary will trust establishing a life interest, thereby balancing the deceased’s wish to protect the funds for future generations with the beneficiary’s desire to have use of the money in her lifetime and provide for her husband if she died first

• Deed of variation redirecting the residuary estate into a discretionary trust to rebalance the perceived unequal treatment of the deceased’s children under the will whilst retaining control of the assets

Memberships

• Full STEP member