Contested Estate, Trust and Family Business Matters
The administration process is not always amicable or routine. Therefore, we represent fiduciaries and individuals in the litigation and mediation of estate, trust and family business matters. Whether a will or a trust contest, claims against an estate, or disputes over the administration of a trust, it is the experience our lawyers bring to bear that provides clients with the resources to make good decisions on resolution options – settlement, the courtroom or mediation.
We also represent fiduciaries and individuals in the construction and reformation of wills and trusts when provisions are unclear or tax laws have changed, resulting in unforeseen tax consequences from provisions in irrevocable documents. Our combined tax and administrative experience provides the required substantive and procedural background for interpreting irrevocable documents and to present non-litigation options. Our experience has demonstrated that the way the issues are framed initially with the court often plays a decisive role in the outcome of the proceeding and ultimate tax treatment of the estate or trust.
Our experience in trust and estate litigation has extended into the family and fiduciary issues that arise in family business controversies and even disputes between non-family business partners, where we have a great deal of experience in both litigating and mediating these often emotionally charged disputes.
Representative Cases:
