Trust and Estate Litigation

A dispute involving wills, trusts, and estate can present very unique and special challenges for all parties involved. This usually includes managing difficult family dynamics, legal issues, tax issues, and high financial stakes.

Although we always remain prepared and committed to take each case to trial, jury verdict, and appeal if necessary, we also recommend mediation and settlement when necessary.

We routinely represent clients regardng the following matters:

  • Will Contests
  • Probte and Trust Litigation
  • Trust Disputes
  • Breach of Fiduciary Duty Claims
  • Federal and State Tax Disputes
    • Individual and Fiduciary Income Taxes
    • Estate, Gift, and Generation-Skipping Transfer Taxes
  • Breach of Buy/Sell Agreement
  • Business and Asset Valuation Disputes
  • Undue Influence Claims
  • Challenges to Investment Decisions and Results
  • Trust Reformation Proceedings
  • Guardianship Issues
  • Actions Taken by Agents Under Powers of Attorney
  • Removal of Fiduciaries
  • Disputes with Charitable Trusts and Foundations

Within Our Trust and Estate Litigation Practice We Routinely Represent:

  • Individuals and Families
  • Banks
  • Trust Companies
  • Charitable Entities
  • Family Offices
  • Trust Beneficiaries
  • Corporate Fiduciaries
  • Trustees and Executors

 

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Daniel A. Perry
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Focused on helping seniors, individuals with disabilities and small business owners make informed decisions.