Get the solutions you need for your estate and trust disputes, no matter how complex. Our experienced team handles every type of dispute, including but not limited to will and trust contests involving undue influence, mental incapacity, fraud and coercion; guardianship and conservatorship disputes; and claims of financial and physical elder abuse.
Our estate and trust disputes services include:
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.