Alison Regan is a partner in the trust and estate disputes team. She advises on disputes arising out of trust or probate issues, including will and administration disputes, breach of trust issues, family property arrangements, the removal of executors or trustees and claims brought pursuant to the Inheritance (Provision for Family and Dependants) Act 1975. Many matters have an international element involving domicile issues or assets based abroad.
The Legal 500 (2016) describes Alison as “extremely thorough” and that the team provides “top quality advice on cross border succession disputes”.
With experience in mediation as well as litigation, Alison is known to try and resolve disputes as quickly and cost efficiently wherever possible, but is also a tenacious litigator where she needs to be.
Alison joined Russell-Cooke as a trainee solicitor in 2000 and qualified into the litigation team in 2002. After dealing with mainstream commercial and regulatory litigation for four years, Alison began to specialise in trust and estate disputes and became a partner in 2010.
Cohabitees and beneficial interests - acted for the administrator of an estate in the Court of Appeal case Graham-York v York  EWCA Civ 72 involving disputed family property interests and a succession dispute.
Court of Protection - acted for the interested party in the Court of Protection case (statutory will) of Re P  EWHC 163 (Ch) where the best interests test in relation to statutory wills was introduced.
French tax - acted for the long term partner of Bernard Matthews in relation to a claim brought by the executors for determination as to whether French tax was payable out of the English estate. Scarfe v Matthews & others  WTLR 1579
Cross-border - acted for a longstanding Finnish wife bringing a claim pursuant to the Inheritance (Provision for Family and Dependants) Act 1975 against the estate of her late husband, involving cross-border issues involving the jurisdictions of Cyprus and Hungary
Domicile dispute - acted in a domicile dispute where an English wife brought a claim pursuant to the Inheritance (Provision for Family and Dependants) Act 1975 against the estate of her late husband, an American citizen
Inappropriate use of estate funds - advised in claim for an account in an estate where a previous personal representative had inappropriately used estate funds and claimed remuneration
Two wills - advised an executor on her obligations where she was named executor in two successive wills, but where the first amounted to a mutual will
Mutual will - acted for the claimant in a dispute concerning the binding nature of a mutual will and its applicability to Cypriot assets and succession
Tax and property dispute - advised the independent administrator of the estates of husband and wife in a dispute concerning possible property interests of offshore companies, the consequent impact on inheritance tax obligations and risks to the administrator
Forgery - acted for the administrator of an estate in bringing a claim to set aside a will on the grounds of forgery
Interment of ashes - acted for the independent administrator in a dispute regarding the interment of ashes.
- The Legal 500 (2015) describes Alison as a “superb leader” and that she has “an excellent way with clients”
- The Legal 500 (2014) notes that she “grasps the key points” and “impresses”,
- The Legal 500 (2013) praises her for her “attention to detail and tenacity” and her “dogged approach to litigation”
- The Legal 500 (2012) has praised Alison for being "resolute"
- Member of ACTAPS (Association of Contentious Trusts and Probate Solicitors)
- STEP (Society of Trust and Estate Practitioners)
- Accredited mediator through CEDR (Centre for Effective Dispute Resolution)
- Alison grew up in South Africa and was educated at St Catherine’s Convent and University of Witwatersrand, Johannesburg