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.
Fiduciary litigation can be extremely complicated and emotionally overwhelming. Years of experience have made us formidable litigators while helping us understand how to navigate some of the more nuanced, very personal aspects of fiduciary litigation.
We guide fiduciaries and beneficiaries in dispute resolution and litigation involving sensitive issues over trusts, estates, and private wealth. Our overriding goal is always to help resolve disputes in a holistic way that best fits your unique situation.
We represent financial institutions, Trustees, Executors, Personal Representatives, and beneficiaries in fiduciary litigation. Our clients include corporations as well as individuals, all of whom rely on our attorneys' experience and appreciate our high-touch, personal service.
People-Centered Legal Services to Help You Navigate Fiduciary Disputes
Cases involving the interpretation of ambiguous language
Declaratory Judgment actions
Principal and income act apportionment cases
Executor and trustee appointment and removal proceedings
Trust and Estate Litigation
Breach of fiduciary duty issues
Will contests and revocable trust contests (capacity/undue influence)
Inter-beneficiary disputes
Claims against an Estate
Elective Share litigation
Asset Management and Valuation
Investment portfolio concentrations
Asset valuation issues
Special assets issues
Pre-litigation dispute resolution is a significant part of our practice. It's typically less stressful for everyone involved and helps clients control costs. To that end, we've invested time and resources into improving our negotiation, mediation, and arbitration techniques tailored to fiduciary disputes. Many of our litigators hold state arbitration and mediation certifications and/or are fellows in the American College of Trusts and Estates Council.
Need legal advice and guidance in fiduciary litigation?
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