Karen is an Associate (FCILEx) in the Private Client team.
She joined Michelmores in 2000 as part of the Business Services Team.
Since joining, Karen has embarked upon CILEX, and has now finished her studies, and is a Fellow of ILEX.
Karen's main areas of work include trust administration, the management of attorneyship matters, and managing the general affairs of the elderly.
- Advising on a Court of Protection matter, including an application to the Court of Protection to appoint a Deputy for Property and Affairs where the patient had lost mental capacity to deal with his affairs through medical negligence as a child. Included investing his money for both capital growth and income to support him during his lifetime, and purchasing a suitable house for him to live in. All day to day management of his affairs.
- Management of four family trusts to include preparing the annual Trust Accounts and making substantial distributions to the grandchildren of the settlors of the trusts.
- Advising a sole trustee on the possible winding up of a trust, transfer of stocks and shares, disposal of property and Capital Gains tax advice.