Klein v CTCL and Adler [2025] represents the final instalment in a trilogy of successful claims (see Removal claim and Chancery claim).  Rebecca, Paul Hewitt and Alexandra Dix acted for Mrs Klein in securing significant financial provision from her late husband's estate having been left just £300,000 in his Will despite an estate valued at over £9 million.  The judge awarded her the family home free of mortgage, a significant lump sum, and 40% of any estate value over £7.1million.  He also awarded her indemnity costs. Click here to read the judgment and here to read our summary.

In Adler v CTCL and Klein [2024], Rebecca, Paul Hewitt and Alexandra Dix acted for the successful defendant, Mrs Klein (the first defendant being neutral and not participating for cost reasons), in a construction claim relating to several documents which the claimant alleged established that she was the beneficial owner of shares in 15 companies rather than the estate (from which we have previously succeeded in removing her as executor).  The Chief Master found that the claim was issued in a 'cynical attempt' to frustrate Mrs Klein's 1975 Act claim for financial provision from her late husband's estate.  The Chief Master awarded Mrs Klein her costs on an indemnity basis.