Contested Tax, Trust, and Estate Matters
Freedom CenterDisputes sometimes arise involving tax, trust, and estate matters. As a result, we counsel clients regarding contested matters and represent clients in adversarial proceedings against private parties and government agencies. Our experience and knowledge of the complexity of estate planning and tax law places us in a unique position to counsel clients in contested matters. Some of the areas in which we provide counsel include:
- Proceedings to construe wills and trusts
- Actions for declaratory judgment
- Will contests
- Trust reformations and modifications
- Claims against probate estates
- Estate tax audits including valuation disputes
- Mitigation of previously assessed tax liability
- Negotiation of private settlement agreements
