Our lawyers have decades of experience representing fiduciaries and beneficiaries in litigation involving wealth management, trusts and estates.
Our clients include professional fiduciaries and individuals in the private wealth, private banking and wealth management areas. This includes financial institutions serving as trustees, personal representatives/executors, and conservators, as well as chief fiduciary officers, in-house general counsel, investment portfolio officers, and registered investment advisors.
Our lawyers are formidable litigators in this highly specialized area of law because they also advise clients on a wide array of estate planning, tax planning and private wealth services. We are deeply familiar with the common law and statutory requirements governing fiduciary disputes such as the Uniform Trust Code, the Uniform Probate Code, the Uniform Principal and Income Acts, and the Prudent Investor Act.
We represent clients in court as well as in pre-litigation dispute resolution. This work includes matters involving trust modifications, breach of fiduciary duty issues, IRS administrative proceedings, document construction, investment portfolio concentrations, asset valuation issues, distributions, will contests (capacity/undue influence), inter-beneficiary disputes, special assets issues, corporate issues, declaratory judgment/judicial guidance petitions to resolve technical issues and facilitate trust and estate administration, fiduciary appointment/substitution matters, estate administration (including claims against estates), and certain financial institution regulatory and compliance issues.
Lawyers on this team hold numerous professional certifications, including state arbitration and mediation certifications, and memberships with organizations such as the American College of Trusts and Estates Council.