Experienced litigators backed by an established trusts and estates practice

Our Fiduciary Litigation Group handles complex fiduciary disputes for nationally recognized institutions and individuals. We draw on our 150 year-old trusts and estates practice and the trial experience of our litigators to help institutional and individual fiduciaries carry out their responsibilities and reduce litigation risk.

When conflict cannot be avoided, we put our extensive alternative dispute resolution experience to work. We have a more than 90 percent success rate in resolving matters efficiently through negotiation, mediation, and arbitration. When matters proceed beyond those forums, our lawyers are skilled advocates at trial.

We also represent beneficiaries who seek to challenge actions of trustees or executors. The Fiduciary Litigation Group has significant experience both challenging and defending estate planning documents in matters involving allegations of lack of capacity or undue influence. We also represent clients on both sides of contested conservatorship matters.

Our experience representing trustees and beneficiaries gives us perspective on both sides of the issues and helps us pursue effective outcomes for clients. We have broad geographic reach with fiduciary litigation capabilities in major U.S. markets, including New York, Florida, and California. Few firms combine this depth of fiduciary knowledge with such a national platform.

Our Fiduciary Litigation Group has significant experience in handling all aspects of disputes involving real estate, closely-held business entities, and bankruptcy issues, which fits well with issues involving assets of our high-net worth clients.

Areas of Focus

  • Counseling
  •      Trust Intake
  •      Administration Procedures
  •      Tax Planning
  •      Controversial Trustee Actions
  •      Educational Seminars

 

  • Litigation
  •      Claims Against Fiduciaries
  •      Will and Trust Contests
  •      Guardianship Disputes
  •      Charitable and Exempt Organization Controversies
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