Our Estate Administration Team
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Daniel Lumb, Solicitor / Director
Daniel qualified as a solicitor in 2005 and has over 14 years of experience in private client legal services.
He advises clients on a wide range of private client legal matters. His usual clients are the owners and directors of local SMEs and landed estates within Yorkshire, Lincolnshire and Derbyshire. In particular he advises upon the most complex trust and estate matters including rectification, APR/BPR claims and foreign assets. He has extensive experience of the care system and challenges to DWP, local authority and NHS funding decisions. He has acted in numerous s.18 MCA 2005 applications including statutory Will applications, advanced gifting authority and ratification of other tax planning schemes through the Court of Protection.
In providing this advice and as a partner of such well known legal firms, he regularly takes fiduciary roles for some of the wealthiest and most vulnerable clients in the region. As such he acts as a professional trustee, executor, attorney and deputy in both high value and complex cases. His role as panel deputy requires attention to some highly complex and contentious matters including financial abuse, financial investigation and recovery, care fee disputes, trust arrangements and foreign properties and structures.
Vicky Lumb, Legal Executive / Director
Vicky became a conveyancing executive in 2003 and began the ILEX course that same year. Vicky completed her final exams and qualified as GCILEX in 2008, subsequently completing the work based element of her CILEX qualification and qualifying as a Fellow of the Chartered Institute of Legal Executive in January 2017.
Vicky has been a member of the Stonegate Legal team since November 2014. Vicky’s caseload consists of complex Probate and Court of Protection matters. This has included numerous financial abuse matters where it has been necessary to forensically analyse accounts in order to trace and locate missing monies.
Hannah Rodgers, Solicitor
Hannah has over 8 years’ experience in private client legal services. She completed her law degree in 2011 and joined a large regional law firm in July of that year. Hannah quickly progressed to the role of paralegal directly assisting two consecutive heads of department in the management of various complex and contentious private client matters.
Hannah manages a varied caseload which also includes dealing with complex Statutory Will applications in often challenging family circumstances. Hannah takes a conscientious and proactive approach to understanding and meeting the needs of her vulnerable clients, often engaging the assistance of the relevant statutory bodies when it is appropriate to do so.
Hannah qualified as a solicitor in February 2017. She also has experience in working with Charities providing pro bono signposting clinics on elderly client topics (Wills, LPAs, Trusts, Estate Administration and Court of Protection) to patrons and training to Charity staff on topics such as the Care Act 2014. Hannah has also provided training to care providers.
Monika Volsing, Solicitor
Monika has over 6 years’ experience in private client legal services. Monika obtained a degree in psychology in 2000 and then worked in marketing until 2007, when she decided to retrain in law and studied for the GDL followed by the LPC. After that, she worked as a personal injury paralegal at Morrish Solicitors LLP from 2009 and began her training contract in 2011 in personal injury, employment and private client.
Monika qualified as a solicitor in 2013 and now concentrates on the annual management of clients’ affairs under powers of attorney and deputyships, administering estates and drafting wills. Her deputyship work includes investigating financial abuse, care funding and benefits disputes, and liaising with families and institutions to achieve not only her clients’ financial objectives but also, where appropriate, positive health and welfare outcomes. Monika has advised at free legal advice clinics for the public for several Leeds charities and community groups on various private client matters. She also has experience of providing training to colleagues, charities and care homes on similar issues and, in particular, dementia (she is an Alzheimer’s Society Dementia Champion).
Monika is a fully accredited member of Solicitors for the Elderly, having obtained the Older Client Care in Practice Award (Level 7 equivalent).
A trainee solicitor is a prospective lawyer undergoing a period of formal professional training at a law firm to qualify as a solicitor.
A Paralegal is a person qualified through education and training to perform substantive legal work that requires knowledge of the law and procedures but who is not a qualified solicitor, barrister or chartered legal executive.