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Meet our team / Lindsey Bohanna

Lindsey Bohanna

Senior associate

Senior associate in the personal planning team

My role

I am a senior associate solicitor in the personal planning team dealing with the administration of estates and trusts. I also specialise in the drafting of wills and lasting powers of attorney.

My experience

I have over 20 years of experience dealing with all aspects of private client work and have particular expertise in dealing with the administration of estates. During my work, I encounter families going through one of the most difficult times of their lives, following the death of a loved one. I, therefore, treat my clients with empathy, understanding and provide a friendly, yet professional approach so they can feel at ease and supported throughout the process.

My work also involves advising clients with regards to the preparation of their wills and I provide clear advice on the various options available so that they can make their own informed decisions as to what suits their individual circumstances and needs. I offer advice on the best way to mitigate inheritance tax and how to protect assets for future generations.

I am a full member of the Society of Trust and Estate Practitioners (STEP) and a fully accredited member of Solicitors for the Elderly (SFE) both of which are leading the standards for private client lawyers.

My specialisms

  • Estate administration
  • Creation and administration of trusts
  • Will drafting
  • Preparation and registration of lasting powers of attorney

My insights