Tracey Poole

Tracey is a solicitor with considerable expertise in estate and succession planning for both UK and non-UK resident individuals. She has experience in dealing with overseas advisers to assist with estate planning in different jurisdictions. Tracey advises UK resident and non-UK resident individuals and trustees on onshore and offshore trust structures, including advising on the implications of holding UK residential property in company and trust structures. Tracey also advises on trust matters, wills, lasting powers of attorney, Court of Protection matters and trusts for vulnerable and disabled persons. She also has expertise in issues relating to copyright arising from estates of composers/writers and lifetime trusts. Tracey’s practice has a particular focus on advising on charitable matters, including advising trustees of faith schools, assisting them with duties, obligations and compliance issues. She also specialises in the setting up of charitable vehicles and the winding up of charitable trusts or companies. · Keystone Law

EnglandPrivate Client, Estate Planning

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About

Solicitor at Keystone Law specialising in estate and succession planning for UK and non-UK resident individuals, with expertise in onshore and offshore trust structures, wills, lasting powers of attorney, Court of Protection matters and charitable law.

Practice areas

Private ClientEstate PlanningTrustsWills & ProbateCourt of ProtectionCharitiesIntellectual PropertyReal Estate

Office

England

Keystone Law · Tracey is a solicitor with considerable expertise in estate and succession planning for both UK and non-UK resident individuals. She has experience in dealing with overseas advisers to assist with estate planning in different jurisdictions. Tracey advises UK resident and non-UK resident individuals and trustees on onshore and offshore trust structures, including advising on the implications of holding UK residential property in company and trust structures. Tracey also advises on trust matters, wills, lasting powers of attorney, Court of Protection matters and trusts for vulnerable and disabled persons. She also has expertise in issues relating to copyright arising from estates of composers/writers and lifetime trusts. Tracey’s practice has a particular focus on advising on charitable matters, including advising trustees of faith schools, assisting them with duties, obligations and compliance issues. She also specialises in the setting up of charitable vehicles and the winding up of charitable trusts or companies.

England

Expertise

Estate and succession planning for UK and non-UK resident individualsOnshore and offshore trust structuresAdvising on implications of holding UK residential property in company and trust structuresTrusts for vulnerable and disabled personsCourt of Protection mattersAdvising trustees of faith schools and charitable complianceSetting up and winding up charitable trusts and companiesCopyright issues arising from estates of composers/writers and lifetime trusts

Admissions

Qualified as a solicitor (2005)