Lesley Sullivan, a senior private client lawyer and registered Trusts and Estates Practitioner (STEP), has joined new-model firm Excello Law, based in Liverpool. Her specialisms include advising on wills, trusts, administering estates, Inheritance Tax (IHT) planning and Lasting Powers of Attorney. Qualifying in 2008, Lesley previously headed up the private client department at MLP Law.
Lesley advises business owners and high net worth individuals on their personal affairs including IHT planning through lifetime trusts and also incorporating trusts within wills, including trust set up, trust administration and acting as a professional trustee.
In addition to lifetime planning, Lesley administers estates when someone has died which includes advising executors or, taking on the role of a professional executor.
On joining the firm, she commented: “I am dedicated to my clients and providing a great service for them. The Excello business model allows me to focus my time on doing that, with the benefit of greater flexibility and control of my working day, supporting a more healthy work life balance.”
Julie Mogan, Excello Law regional director in the north west, said: ‘Lesley is a great addition to our team in the region. She is hugely experienced and brings valuable expertise for clients across Liverpool and the wider area. We’re delighted to welcome her to the team.’
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