The Legal 500

Twitter Logo Youtube Circle Icon LinkedIn Icon

Hugh James

HODGE HOUSE, 114-116 ST MARY STREET, CARDIFF, CF10 1DY, WALES
Tel:
Work 029 2022 4871
Fax:
Fax 029 2038 8222
DX:
33000 CARDIFF
Email:
Web:
www.hughjames.com
Cardiff, LONDON

Roman Kubiak

Tel:
Work 033 3016 2222
Hugh James

Work Department

Contested Wills, Trusts and Estates

Position

Roman Kubiak is a partner and head of the contested wills, trusts and estates team.

Roman is responsible for formulating and implementing the department’s business strategy and day-to-day operations, in line with the firm’s overall strategy, alongside running a core caseload of complex, high value and cross-border will, trust and estate disputes.

He has been integral to the growth and development of the department and his initiatives have seen it gain recognition as a top-ranked department for this type of work in the UK’s leading legal directories.

Roman acts for high profile and high net worth individuals, financial institutions, professional trustees and executors and charities.

Roman also manages the relationships with a number of our key clients, partners, introducers and professionals in the industry.

He advises across the whole spectrum of private client litigation, 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 has played a key role in developing the firm’s offering within the charities sector. He has experience of advising charity clients on contentious trust and probate matters including will disputes and claims for financial provision, construction claims and ex-gratia payment requests.

Roman has advised the partner of a high profile celebrity with an estate valued at £100m+ in relation to a claim under the Inheritance Act, and associated application to seek interim relief, and to prove a lost will.

He has also acted for the beneficiaries of a £120m Jersey-based trust with underlying companies in various jurisdictions, in claims for undue influence, breach of trust and to set aside transfers of overseas assets.

Roman secured a positive settlement for a spouse in claims under the Inheritance Act, to set aside a will by reason of lack of capacity, lack of knowledge and approval and undue influence and by reason of a constructive trust involving assets split across England, France, Switzerland, Austria and Jersey.

He has also acted for the claimant in a breach of trust claim valued at circa £2million in which the breaches span over 20 years.

Roman successfully represented a farmer in relation to a claim over land under proprietary estoppel all the way to trial.

Roman is a full member of STEP and ACTAPS, having successfully completed both diplomas. He is also a member of the Institute of Legacy Management and the Charity Law Association.

He holds the STEP Advanced Certificates in Trust Disputes and Cross-Border Estates, receiving a distinction for the latter.

Roman regularly comments on leading issues within the field of contested wills, trusts and estates. As well as providing seminars, webinars and legal updates to professionals, he authors a regular contentious probate update for the Law Society’s Private Client section.

He has been quoted in The Times, The Sunday Times, The Financial Times, CityAM, The Telegraph, This is Money and yourmoney.com and has also appeared on radio.

Career

Career history

  • Trained: Martin Smalley & Co. Nottingham
  • Moved to Withy King LLP on qualification as a solicitor into the Inheritance and Trust Disputes Department
  • Joined Hugh James: 2012
  • Associate at Hugh James: 2013
  • Senior Associate at Hugh James: 2015
  • Partner: 2016

Languages

Polish

Member

Education

  • Keele University – Law with English (Dual Honours) – 2:1 LLB (Hons)
  • Nottingham Law School – LPC
  • ACTAPS – Diploma (CTAPS)
  • STEP – Diploma (TEP)
  • STEP Advanced Certificate in Trust Disputes

Leisure

Mountain biking, cooking, listening to music, guitar-playing.


Wales: Private client

Contentious trusts and probate

Within: Leading individuals

Roman Kubiak - Hugh James

Within: Contentious trusts and probate

One of the few firms in Wales providing a standalone contentious probate offering, Hugh James' 'talented' two-partner team has the 'depth of resources' to provide an 'excellent service' that accommodates both institutional and private client needs. The 'kind of lawyer you would recommend to a true friend in need of help', team head Roman Kubiak 'leads by example' and excels at handling high-value cross-border probate disputes. The 'outstanding' Matthew Evans regularly handles litigation within his broad-ranging private client offering; he has a particular focus on handling complex agricultural and proprietary estoppel cases. Associate Vlad MacDonald-Munteanu is also recommended.

[back to top]


Back to index

Legal Developments worldwide

Legal Developments and updates from the leading lawyers in each jurisdiction. To contribute, send an email request to