Selected Matters

A casebook of sample matters.

The matters below are illustrative examples of the work this practice handles, written to show how a case is approached from first instruction to outcome. They are not actual client results. Approved matters, verified for fact and confidentiality, will take their place.

Inheritance & Succession

Illustrative

Upholding a contested will

Two siblings challenged their late parent's will, alleging the testator lacked capacity when it was signed.

The challenge: Proving testamentary capacity years after execution, with conflicting family testimony.
Our assistance: Represented the executor through litigation, gathering medical records and witness statements.

Outcome · Won

The court upheld the will in full and awarded costs to the estate.

Resolved in 14 months

Inheritance & Succession

Illustrative

Securing a forced-heirship share

An adult child was omitted from a parent's estate in a jurisdiction recognising reserved shares.

The challenge: Assets had been transferred to third parties shortly before death.
Our assistance: Traced the lifetime gifts and brought a claim for the reserved portion.

Outcome · Won

Our client recovered their full statutory share, including clawed-back gifts.

Resolved in 11 months

Property & Title

Illustrative

Clearing a defective title on a family estate

A rural property could not be sold because a historic registry entry conflicted with the deed.

The challenge: Records spanning three generations contained an unregistered transfer.
Our assistance: Reconstructed the chain of title and petitioned for rectification of the land register.

Outcome · Won

The register was corrected and the sale completed at the agreed price.

Resolved in 8 months

Property & Title

Illustrative

Resolving a co-ownership deadlock

Heirs co-owning an apartment building could not agree on sale or management.

The challenge: One co-owner occupied units without paying rent or consenting to sale.
Our assistance: Negotiated a buy-out and prepared a partition action as leverage.

Outcome · Won

A settlement bought out the occupying co-owner at fair market value, with back rent paid.

Resolved in 6 months

Estate Planning

Illustrative

Restructuring a family trust

A family business owner needed a succession plan protecting both the company and minor heirs.

The challenge: An outdated trust created tax exposure and unclear control after death.
Our assistance: Redesigned the trust, shareholder agreements and wills as one coordinated plan.

Outcome · Won

The new structure was approved by the authorities, avoiding a significant tax liability.

Resolved in 4 months

Cross-Border Matters

Illustrative

Administering an estate across three countries

A deceased client left real estate and accounts in three jurisdictions with heirs abroad.

The challenge: Conflicting succession laws and frozen foreign bank accounts.
Our assistance: Obtained a European Certificate of Succession and coordinated local counsel.

Outcome · Won

All assets were released and distributed to the heirs without litigation.

Resolved in 10 months

Matters marked “Illustrative” are sample cases, not actual client results. Past results do not guarantee similar outcomes in future matters.

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