Katie de Swarte
High Net Worth Guide 2024
Up and Coming : Private Wealth Disputes
Up and Coming
About
Provided by Katie de Swarte
Practice Areas
Katie is a Partner and highly experienced solicitor specialising in Contentious Trusts and Probate matters.
The types of cases Katie deals with include, but are not limited to, applications under the Inheritance (Provisions for Family and Dependents) Act 1975, challenging the validity and structure of wills and trusts, claims for breach of trust and disputes arising between executors/trustees, beneficiaries and third parties. These types of disputes give rise to professional negligence claims as well as claims under the Trusts of Land and Appointment of Trustees Act (ToLaTA) which Katie also has wide experience in. Katie undertakes Court of Protection work, such as obtaining Lasting Power of Attorneys and issues arising from the same, Statutory Will applications and making and contesting Deputyship applications.
Many of Katie’s cases involve international elements and cross-border issues. Katie has experience in dealing with various jurisdictions including Scotland, France, Spain and India.
Awards and memberships
Katie is a member of the Society of Trust and Estate Practitioners (STEP) and is a STEP Technician. She is also a member of the ConTra, a Contentious Trusts Association for lawyers and a full member of the Association of Contentious Trust and Probate Specialists (ACTAPS). Katie is a member of Solicitors for the Elderly (SFE) and was awarded the SFE Older Client Care Practice Award in November 2020.
Chambers Review
High Net Worth
Katie de Swarte is a partner at Osbornes Law with specialist experience in contentious trust and probate matters.
Strengths
Provided by Chambers
"Katie has great knowledge of the law and superb people skills, with a drive to get the best result possible."
"Katie has a good rapport with clients and genuinely wants to help them. She's extremely committed to helping clients."
"Katie has great knowledge of the law and superb people skills, with a drive to get the best result possible."
"Katie has a good rapport with clients and genuinely wants to help them. She's extremely committed to helping clients."