Trust and Estate Disputes

Some families cannot get along, and litigation of family trusts and estates becomes unavoidable. Our attorneys have the judgment and experience to guide clients through these complex and emotional disputes. As estate planners, we strive to create estate plans that will avoid litigation later on by understanding family dynamics and goals. In this way, we minimize the potential for disputes to develop.

 

We have deep knowledge of wills, trusts, estate tax planning, charitable giving, and lifetime family gifting plans. We also can identify and resolve the unique issues raised by assets like family businesses, partnerships, real estate, life insurance, and art. 

When a trust or probate case is disputed, however, as trust and estate litigators, we offer skillful and thoughtful counsel and zealous advocacy. Over the years, we have tried various cases in this arena, including trust and will contests, breach of fiduciary duty claims, removal of trustees, undue influence, and disputes following the death or incompetence of a family member.

 

Our goal is always to arrive at the best resolution possible, considering both the economics of the dispute and basic fairness. This outlook reflects our deep belief that an attorney’s counsel must follow the law and a basic sense of right and wrong. Very often, the best result is a negotiated settlement. If this is not possible, we have the experience and passion to see the matter successfully through trial and appeal.

Resolving Family Disputes with Experience, Empathy, and Efficiency

Family dynamics can be complicated—especially when it comes to trusts, estates, and inheritances. While we always aim to prevent disputes through smart, forward-thinking estate planning, sometimes litigation becomes unavoidable. When it does, our seasoned attorneys are ready to step in with clear judgment, and practical guidance.

Strategic Planning to Prevent Conflict

As experienced estate planners, we design customized plans that go beyond documents—we work to understand your family, your goals, and your values. By addressing potential friction points early, we help minimize future conflicts and avoid costly courtroom battles.

We bring deep knowledge in:

• Wills, trusts, and estate tax planning
• Charitable giving and lifetime gifting strategies
• Family business succession planning
• Complex assets like real estate, partnerships, life insurance, and art

Focused on Mediation and Cost-Effective Solutions

When disputes do arise, we emphasize mediation and negotiated settlements—often the most efficient and cost-effective path to resolution. Our approach blends legal strategy with emotional intelligence, helping families navigate highly sensitive matters with dignity.

Powerful Advocacy When Litigation is Necessary

If settlement isn’t possible, we’re fully prepared to litigate. Our attorneys have successfully handled:

• Trust and will contests
• Breach of fiduciary duty claims
• Trustee removals
• Undue influence allegations
• Disputes arising from incapacity or death

From the initial claim through trial and appeal, we fight for outcomes that are not just legally sound—but fundamentally fair.