Practice AReas

Estate Planning and
Administration; Trusts
and Estates Litigation

We help our clients with establishing an appropriate estate plan, but this goes far beyond wills and living trusts. We help our clients set their families up for success and wealth preservation for generations to come. This entails appropriate planning for life’s unexpected events, in terms of health and finances, as well as planning to minimize short and long-term tax liability.

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Unfortunately, we have seen a drastic increase in family litigation over estate planning disputes after the death of a loved one. Proper estate planning is the best way to reduce the chances of family members fighting over assets during emotional times involving the loss of a loved one, but when disputes arise, we are well-versed in navigating the troubled waters.

We handle claims against an defending trustees and administrators for breach of fiduciary duties, accounting petitions, petitions for undue influence and elder abuse, and related causes of action. We also handle probate petitions and trust petitions. Our practice encompasses practice in state courts and arbitration proceedings, as well as mediations.