Full bio

Practice Area / Expertise

  • Wills – including complex arrangements for multi-jurisdictional assets, second marriages, inheritance tax mitigation, asset protection, provision for beneficiaries suffering from disabilities, charitable beneficiaries
  • Estate administration – including when there is a Will when there is no Will, high value estates, estates including foreign assets and interests in trusts
  • Deed of Variation to Wills – allocate interests in estates post death
  • Trust creation – both lifetime and in Wills
  • Powers of Attorney – including advising Donors and Attorneys, Lasting Powers of Attorney creation and registration of Enduring Powers of Attorney
  • Estate Planning – to reduce the incidence of inheritance tax
  • Asset Protection – to safeguard assets and skip generations

Recent/Current Cases

  • Administration of estate – with interest in other estate
  • Dealing with an estate with a manuscript Will written by the deceased when the wording was ambiguous
  • An estate where the charity had ceased to exist prior to the deceased’s death and the deceased’s intention was uncertain in regard to another beneficiary
  • Estate where a life interest trust terminated on the death of the deceased
  • Estate when a Settled Land Act Trust terminates on the death of the deceased
  • Will prepared for use in several legal jurisdictions for non-domiciled person (liaising with overseas lawyers)

Experience Highlights

  • LLB, London School of Economics and Political Science
  • LLM, London School of Economics (including papers on Estate Planning and personal taxation)
  • Jonathan Dorman qualified as a Solicitor in 1983.

Key Transactions / Representative Matters

Recent case studies