Unfortunately, disputes are common when wealth is transferred or administered. As a result, we counsel clients regarding contested trust and estate matters. We advocate for our clients in contested proceedings and trials. 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
  • Negotiation of private settlement agreements
  • Alternative dispute resolution – mediation and arbitration