US/UK cross border probate: Case Study

Jan Atkinson
statue of liberty

Contact

Table of Contents

International Probate and Estate Planning

Introduction to the Case

Our probate lawyers in London were instructed by a US-based widow of her late husband’s £8 million English estate. As well as domicile aspects, this matter involves putting in place wills dovetailing as between the UK and the US, restructuring trust and corporate assets in a tax-efficient way with the assistance of US attorneys, US tax advisors and financial advisors as well as UK based accountants.

Estate Planning and Asset Management

The estate planning has been progressed to the extent of calling in and transferring the estate assets not held in trust or corporate structures. These assets will be dealt with once the US, tax and accountancy advice has been obtained.

Expert Collaboration

The collaboration between our probate lawyers, US legal and financial experts, and UK-based accountants ensures a comprehensive and efficient handling of the estate, addressing all cross-border tax and legal issues.

How we can help

If you are dealing with a complex estate administration, our experienced probate lawyers can provide the expert guidance and support you need:

  • Fill in our online enquiry form; or
  • Call us on 020 7485 8811

Share this article

  • “A full service team which punches above its weight – dealing with a range of UK and international clients, it is a great option for those who would prefer a non-central London firm.”

Get Expert Legal Advice Today Our experienced team offers clear, practical advice tailored to your needs Get Expert Guidance

Speak to a Probate Lawyer

Email us Send us an email and we’ll get back to you






    • We'd like to thank all of you for your professionalism in helping us deal with everything for the past 17 months. Even though our choice of law firm at the beginning was random, we're glad we came to you. We're very grateful that you're on our side and fighting for what's rightfully belongs to us! We couldn't have had a better lawyer representing us and we appreciate you more than you can imagine.

    • A well-established contentious trusts and probate team.

      Legal 500 2025

    • With a deep sense of gratitude, I want to thank you all for your diligent and comprehensive contributions and assistance in my legal travails.

      I am sure you know how stressful legal proceedings can be for everyday laypersons like myself. Thankfully, you have been a bastion of support and reassurance during these trying months, and I struggle to find the right words to express my sincere gratitude.

      Thank you from the bottom of my heart.

    • A private client team offering a range of services to assist with private client matters including trust and probate services. A friendly approach with a keen eye for detail.

      Legal 500 2024

    • I have been a client of this firm for a number of years and been impressed by particular individuals, the care and thoughtfulness with which they have worked.

      Legal 500 2024

    • An efficient firm which provides an excellent service at highly competitive charging rates.

      Legal 500 2024

    • The team receives a steady flow of instructions from high-net-worth individuals and families on an array of tax planning, wealth preservation, estate and succession planning issues

      Legal 500 2024

    • I think this firm has excellent strength and depth in this area, for both contentious and non-contentious work, and they can hold their own against any other firm.

      Legal 500 2024

    • I have found them to be incredibly knowledgeable and pragmatic in settling claims for their clients.

      Legal 500 2024

    • The contested estates team is strong with talented young solicitors doing good quality work

      Legal 500 2024

    • The nimble team acts for a broad range of high-net-worth individuals and families on a variety of complex estate and trust litigation.

      Legal 500 2024

    • Osbornes has a ‘strong private client department’ and ‘the firm seems to be going from strength to strength’.

      Legal 500 2024

    • Thank you for managing my case, following a complete fiasco before I contacted Osbornes Law. I know that the work involved was rather complicated, possibly frustrating and often time consuming. I was impressed with your current knowledge of the case when we had the first meeting at your office. I regard a face-to-face meeting as imperative in developing positive relationships. Members of your team, such as Alex and Ella were impressive too, with their efficient, friendly manner of working.
      I am grateful for your patience, advice and excellent support at a difficult time. Hopefully it won't be necessary to contact you again regarding this matter! I will definitely use Osbornes Law in the future.

      Client

    • Jan Atkinson is an impressive lawyer who knows her way around private wealth dispute matters. She is very experienced in lengthy and fraught disputes and knows how to achieve good solutions for all parties involved. She is very on the ball and works very efficiently.

      Chambers HNW

    • "Jan Atkinson, with her steely, steady, calming presence, instils confidence in the most highly-strung of us clients. With her masterful knowledge of the law, old and new, and its application, Jan can navigate through the most complex of cases to a successful end."

      Legal 500 2021

    • "I find Osbornes’ client-friendly approach welcoming and refreshing"

      Legal 500 2021

    • "A medium-sized London firm dealing with big litigation and doing it extremely well because of a depth of expertise and experience."

      Legal 500 2021

    • My family had the pleasure of Jan Atkinson working with us on the will and probate issues of [my mother's] estate in Camden and Ireland after she passed on last year. Jan and her assistant(s) offered us a fantastic service at a sad time.

      Client Review

    • "Jan Atkinson stands out for her wide-ranging knowledge and experience of estates; whatever problem you throw at her, she has seen it all before and is able to find a creative and sustainable solution. She has exceptional commitment to her clients and explores every avenue to find the best solution for them"

      Legal 500 2021 - Jan Atkinson

    • The team is very caring, experienced and detailed and was clear about the  next steps and offered very helpful advice and suggestions

      Legal 500

    • Jan Atkinson has extensive experience in private client matters, which underpins her excellent skills in the contentious probate area. Plus she is strong on international matters

      Legal 500 2020 - Jan Atkinson

    • A small but formidable team, punching above its weight. Jan Atkinson is a seasoned pro. Approachable but no push-over

      Legal 500 2020 - Jan Atkinson

    • "They are an outstanding firm to work with. They are consistently impressive in their work."

      Chambers UK

    • "Elspeth Neilson is very reliable and practical."

      The Legal 500

    • "The team frequently deals with cross-border estates for high–net-worth individuals."

      The Legal 500

    • "The team were extremely professional in putting my needs first. There was a joined-up approach to catering for the client, and all lawyers involved were briefed and constructive."

      Chambers UK

    • "Service prompt and effective. I have absolute confidence in Maggie."

      Wills, Probate & Disputed Estates Client

    • I am happy with the service that I got and would recommend you to other potential clients.

      Wills, Probate & Disputed Estates Client

    • I found Osbornes always very helpful and efficient.

      Wills, Probate & Disputed Estates Client

    • We are very pleased with the services of Osbornes. Highly professional and through with close attention to detail.

      Wills, Probate & Disputed Estates Client

    • I would highly recommend Jan Atkinson in any probate matter and Osbornes Solicitors in any other legal matters.

      Wills, Probate & Disputed Estates Client

    • Jan Atkinson is a very proficient lady whom I would highly recommend to anyone involved in probates.

      Wills, Probate & Disputed Estates Client

    • Thanks for all your work and explaining everything so clearly. For any legal matters in the future I would not hesitate in instructing Osbornes.

      Wills, Probate & Disputed Estates Client

    • We have found your service to date as the most informative we have come across.

      Wills, Probate & Disputed Estates Client

    • Jan Atkinson is confident with a straightforward approach. Her practice covers both contentious and non-contentious matters, including wealth planning and estate administration.

      Chambers UK

    • I would like to thank everyone in my case for the excellent job!

      Wills, Probate & Disputed Estates client

    Client StoriesVIEW ALL

    1. Uluru, Petermann, Australia
      13.9.2021

      Complex Probate Involving 4 Wills: Case Study

      Complex Probate Involving Four Separate Wills Introduction to the Case The case study relates to complex probate involving four separate...

      Read more
    2. syndey opera house
      13.9.2021

      Probate with Assets Worth US$800m: Case Study

      High-Profile Probate Case Involving a London Property Introduction to the Case This probate case relates to a property in London...

      Read more

    VIEW ALL