Courtney L'homme joined the Weightmans Wills, Trusts and Estates team in January 2018 as a newly qualified solicitor, having previously qualified in a Leicestershire practice. Courtney predominantly works in the Birmingham and Leicester offices as well as seeing clients in our London office. Courtney is an associate member of Solicitors for the Elderly, a member of the Law Society Private Client Section and is also working on her STEP Diploma in Trusts and Estates having attained impressive results in her Estate and Trust Administration exams during 2020.
Since joining Weightmans, Courtney has presented a high level of skill and knowledge in all areas of private client work from estate planning for inheritance tax and asset protection purposes through to dealing with semi-contentious trust and estate administration. Courtney specialises in acting for private clients including the preparation and drafting of Wills, Trusts and Lasting Powers of Attorney. Courtney has also acted as the leading legal advisor on Court of Protection Deputyship matters where a professional deputy is appointed and assisted in the removal of retired Deputies.
Courtney prides herself on being able to advise any client ensuring client care is at the heart of everything she does. Courtney believes strongly in having a rapport with her clients and making sure they feel comfortable discussing what can be extremely private matters with her as a trusted advisor.
Courtney regularly advises clients on setting up lifetime trusts whether this is for asset protection purposes, as part of long term tax planning or for the benefit of a wider corporate transaction such as a family investment company. She is the lead legal advisor in the administration of many types of trust including discretionary trusts, trusts for vulnerable beneficiaries and charitable trusts.
Courtney also assists local authorities on an array of matters including social care funding queries and disputes, deprivation of asset queries, estates where they have been appointed as a Court of Protection Deputy for an individual with no personal representatives appointed and assisting them in the recovery of fees from estates.
Courtney has a keen appetite for developing her knowledge and expertise in all areas of private tax. She regularly reviews existing trusts for clients and third party advisors in order to give guidance as to existing and future tax liabilities to allow them to plan around these.
As well as offering legal support services in the administration of estates and trusts in England and Wales, Courtney has also advised on the re-sealing of Grants and Wills within the commonwealth and provided estate planning advice to cross-border domiciliary clients.
In addition to client focussed work, Courtney regularly presents estate planning seminars to a variety of audiences including potential clients and intermediaries. Courtney has built up a strong network of other recommended intermediaries since joining Weightmans and therefore prides herself on being able to offer a holistic service to all clients with multiple needs beyond that of just legal advice.