Karina Penfold

Biography

Karina Penfold is a Senior Associate within Coleman Greig’s Wills & Estate Planning Team.

Karina has extensive experience across a broad range of Wills & Estates matters including Estate Planning, Estate Litigation and both contested and uncontested Probate.

She is highly knowledgeable in complex matters including assisting those left out of a will, helping Executors in the event of disputes and acting for Beneficiaries to ensure Executors act in accordance with their obligations, to name just a few.

Karina recognises that Estate Litigation matters are unique and often fueled with emotion which is why she takes the time to walk clients through the legal processes. She also actively seeks the most practical and cost-effective resolutions for her clients.

Whilst she is experienced in working with a variety of clients, Karina particularly enjoys assisting blended families, vulnerable beneficiaries, high-net-worth individuals, business owners and elderly clients.

Expertise

People like us

“I really want to help educate my clients about which assets will and won’t form part of their Estate on death and highlight to them key factors that may affect their Estate moving forward” - Karina Penfold

2021 Doyle's Guides Recommended Law Firm - Wills, Estates & Succession Planning.

Karina Penfold is a Senior Associate lawyer and Acting Team Leader of Coleman Greig's Wills and Estate Planning team.

Whilst she is experienced in working with a variety of clients, Karina particularly enjoys assisting blended families, vulnerable beneficiaries, high-net-worth individuals, business owners and elderly clients.

Karina actively seeks the most practical and cost-effective resolutions for her clients, especially within the context of Estate Litigation. Recognising that Estate Litigation matters are unique and often fuelled with emotion, she takes the time to walk clients through the legal processes, breaking everything down into simple steps and ensuring a clear understanding of the costs associated with each.

In practice, Karina has found that clients rarely understand which assets will and won't form part of their estate on death, so as part of the estate planning process she takes every opportunity to educate clients by explaining why certain information is required, and by highlighting key factors which may affect their Estate moving forward.

In line with her wide-reaching experience with Wills, Estate Planning and Estate Litigation, Karina has particularly strong practical knowledge in relation to:
- Advising Executors, beneficiaries and persons left out of Wills with Family Provision Claims;
- Advising Executors in the case of Executorial disputes (e.g. where there is a deadlock between joint Executors in an Estate before or after Grant of Probate has been issued);
- Assisting clients with complex uncontested Probate applications;
- Assisting clients with contested Probate applications, especially where the Will's validity is questioned;
- Assisting Executor clients with the passing of accounts, as well as claims for Executor's Commission;
- Acting for beneficiaries to ensure the Executor(s) and Trustee(s) of an Estate act in accordance with their obligations; and,
- Assisting clients with preparing applications, or responses to applications to the Guardianship division of the NSW Civil and Administrative Tribunal, for financial management and/or guardianship orders.

Karina is a Full Member of STEP (Society of Trust and Estate Practitioners), a global professional association for practitioners who specialise in family inheritance and succession planning. STEP members help families plan for their futures, from drafting a Will to advising on issues concerning international families, protection of the vulnerable, family businesses, philanthropic giving and contested estate litigation. Full STEP members, like Karina, are internationally recognised as experts in their field, with proven qualifications and experience.

As a fluent Russian speaker, Karina has the capacity to assist clients from the Russian community with their Wills and Estate Administration matters.

Outside of work, Karina enjoys collecting music records, exploring various national and international wine regions and spending time with her farm animals and dogs.

I was recently overseas and needed some urgent legal advice. I contacted Karina Penfold in the Estate Planning Team who I have been dealing with on an unrelated matter for the last 18 months. Given, I contacted Karina on a public holiday I was blown away that she came back to me within 24 hours. Thanks to Karina’s legal advice I was able to avoid a messy and potentially costly situation. Anytime I have had an issue Karina has been there to answer it for me. Her communication is impeccable! I am grateful that in all my dealings she has been able to break down often complex legal matters and make them easy to understand. Her honesty, integrity, and empathy are a credit to her and Coleman Greig Lawyers.

Martin C Carroll
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I am grateful to Karina Penfold and her team for their professionalism and empathy throughout one of the darkest and most emotional times of my life. When communicating with Karina, I felt supported. She articulates well and conversed in a language that I understood. Her handling of my matter was efficient and timely in response. I came to rely on her for ongoing support and objective reassurance. Her diligence and persistence, whilst exercising honesty and good judgement, proved sound in analysis. This methodical approach and guidance enabled decisions to be made and an outcome in my best interests to be reached. I have no hesitation in recommending Karina and would choose her again.

Kim M ________________________________________________________________________________________________
Karina's knowledge about her area of speciality is clear, and her reliable guidance and advice have helped me to navigate through a very difficult situation. Her support has been invaluable.

Nadia Namuren

Master of Laws LLM, Wills & Estates
Bachelor of Laws LLB
Bachelor of Arts BA

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‘Til Death Do Us Part… Asset Protection in Family Law and Estate Planning
16 September 2020 @ 12:30 PM - 16 September 2020 @ 02:00 PM

“Have you considered a Binding Financial Agreement?” As an accountant or financial adviser, how many times have you asked your clients this question? Whilst it seems like a simple question, it is also a particularly important one.  Charged with protecting your clients’ assets, a Binding Financial Agreement (or BFA) may be one of the single…

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