Kareem Cole

Kareem is experienced in:

• Court of Protection
• Lasting Powers of Attorney
• Probate
• Wills

Notable Private Client cases

Acting on estate where the testator died leaving a valid simple Will but had failed to update their Will following the death of their wife. The testator’s death resulted in a complex intestacy with over 45 beneficiaries, all of which had to be traced and many were based abroad.

Advising a family following their father’s unexpected passing on the implications his intestacy resulted in an Inheritance Tax liability that would have required selling the family home to settle the liability. Subsequently preparing a Deed of Variation to pass the entire estate to the surviving spouse, thereby allowing the estate to pass free of Inheritance Tax and preserving the transferable Inheritance Tax allowances for the surviving spouse.

Acting on an estate that included several properties, cash assets held in a business and the estate was passing to the testator’s two children who were both minors.

Preparing Wills for a married couple who both had children from their previous relationships, and had agreed to ring fence specific assets for their respective children.