We represent individual and institutional trustees, executors, personal representatives, guardians, conservators, beneficiaries of trusts and estates, and the trust departments of banks and financial institutions. Our Trust and Estate Controversy lawyers are frequently appointed by the court as counsel for alleged disabled adults and as Guardians Ad Litem.
Clients rely on our counsel in the following areas:
- Will and trust contests
- Will and trust construction
- Citations to recover
- Probate and trust litigation
- Charitable entity litigation
- Trust reformation
- Breach of fiduciary duty claims
- Fiduciary litigation
- Claims for fiduciary and legal fees
- Probate, trust, and estate administration
- Expert witness services
In guardianship and conservatorship cases, our Trust and Estate Controversy litigators have a wide variety of experiences, including the following situations:
- The validity of advance directives, including powers of attorney and, designations of patient advocates.
- Whether the alleged disabled person needs a guardian or conservator.
- The most appropriate guardian or conservator for an alleged disabled person.
- Breach of fiduciary duty claims.
- Removal of fiduciaries.
- Elder abuse and financial exploitation.
- Citations to recover assets.
Our Trust and Estate Controversy lawyers also provide advice on wealth preservation and estate planning techniques. Our attorneys analyze and resolve difficult tax issues linked to estates, trusts, estate and inheritance tax, gift tax, and income tax, with a focus on the resolution of issues presented by complicated family and business dynamics.
