Beneficiaries and trustees have enough to worry about. We advise spouses, children, other heirs, and trustees in all facets of estate and trust administration. Whether there is an estate plan in place or not, the incapacity or death of an individual requires others to take charge of their affairs and assets. This process is referred to as estate or trust administration, and what needs to be done is dictated by whether there is an estate plan in place or not.
We are here to help you navigate this difficult process, including the following:
The firm represented the beneficiary of a family trust in the sale of stock of a corporation valued at approximately $240,000,000.
The firm assisted several families in the development and implementation of estate plans that locked in their use of the current federal estate tax credit before it is reduced.
During a five-day trial, we successfully defended the trustee against a potential $2 million dollar surcharge, resulting in no recovery for the plaintiff, and obtained a judgment of over $650,000 against the beneficiary bringing the claim.