Cross-border estate and offshore trust disputes

In today’s world, family wealth is increasingly global. Assets, businesses and beneficiaries often span multiple jurisdictions, and clients frequently live, work and invest across borders. This international reach creates opportunity ,but also complexity ,particularly when disputes arise over trusts, estates or succession planning.

At Hugh James, we advise trustees, beneficiaries, fiduciaries and high-net-worth families on complex, often multi-jurisdictional trust and estate disputes. Our Private Wealth Disputes team combines legal precision, strategic insight and sensitivity to family dynamics to help clients protect wealth, resolve conflict and prevent future disputes through robust governance.

We offer a free, no-obligation initial consultation as well as flexible pricing options, tailored to your needs. Contact us for further information.


International disputes involving trusts, estates and family wealth

Cross-border disputes often involve:

  • offshore or foreign-law trusts
  • assets held in multiple jurisdictions
  • beneficiaries resident overseas
  • conflicting succession regimes
  • questions of domicile, forced heirship or applicable law

These disputes require careful coordination across jurisdictions and early strategic advice.


Who we act for

We advise:

  • trustees and professional fiduciaries
  • beneficiaries and high-net-worth families
  • protectors and family offices
  • executors and personal representatives
  • advisers involved in international estate planning

Our expertise in cross-border and offshore disputes

Dispute resolution

  • Breach of trust and fiduciary-duty claims
  • Applications to remove or replace trustees or protectors
  • Validity and governance challenges, including sham and mistake
  • Cross-border succession and estate disputes

International and conflict-of-laws issues

  • Domicile and residence disputes
  • Forced heirship regimes
  • Conflict-of-laws analysis
  • Competing or foreign grants

Asset recovery and protection

  • Tracing and recovery of misapplied trust assets
  • Coordinating overseas proceedings
  • Interim and protective relief

Governance and risk management

  • Trustee advisory and compliance support
  • Family governance frameworks
  • Constitutions, charters and dispute-prevention structures

 


Our approach

  • Strategic and proactive – Early, decisive steps to preserve assets and manage risk
  • Collaborative and coordinated – Working seamlessly with overseas lawyers, fiduciaries and advisers
  • Clear and commercial – Practical, business-focused advice
  • Preventive as well as reactive – Strengthening governance to reduce future disputes

Why clients choose Hugh James

  • Trusted leadership – Led by a team of partners ranked by Legal 500, Chambers & Partners and Spear’s 500 for contentious trusts and estates and with 30 years’ combined experience
  • Cross-border expertise – Experience across the Channel Islands, Middle East, Europe and Asia
  • Comprehensive perspective – Advice across the full family-wealth lifecycle
  • Preventive governance – Reducing future conflict and ensuring continuity

Key contact

Roman Kubiak TEP

Partner
Roman Kubiak is a Partner and Head of the market leading Private Wealth Disputes team. He advises across the whole spectrum of private wealth disputes, with a particular focus on high value, complex and cross-border disputes including: trust disputes, breach of trust claims and applications to remove trustees; will disputes, particularly those with an international element; claims under the Inheritance (Provision for Family and Dependants) Act 1975; and claims for equitable relief under proprietary estoppel, constructive trusts and resulting trusts.

Roman Kubiak is described by a client as “tremendously capable, he knows what he is doing. He’s a national figure.” Another source adds: “Roman is exceptionally knowledgeable, he is very pragmatic and very solution-oriented.”

Chambers & Partners

A natural and dynamic leader’, the ‘very impressive’ Roman Kubiak heads the firm’s Private Wealth Disputes team and is noted for his ‘deep knowledge of estates and trusts law’.

The Legal 500

Speak to our specialists

If you are facing a trust or estate dispute — or wish to strengthen your family’s governance and risk-management arrangements — our Private Wealth Disputes team can help.

 

Contact us

Recent experience

  • Acted for beneficiaries in a £120 million Jersey-based trust dispute, resolved pre-litigation
  • Advised on cross-border estate litigation involving Europe and the Channel Islands
  • Represented professional trustees in breach-of-duty proceedings, obtaining urgent interim relief
  • Supported an ultra high-net-worth family in creating a long-term governance framework

Next steps

We’re here to get things moving. Drop a message to one of our experts and we’ll get straight back to you.

Call us: 033 3016 2222

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