Our legal practice areas here address the following areas:
Probate Disputes: These disputes involve will contests, questions of undue influence and capacity, and defense or removal of fiduciaries. Those disputes may include disagreement over the meaning of a will or whether the will was executed under undue influence or while the person making the will lacked the capacity to do so. They may also involve claims made by creditors, including those made after statutes of limitation expire.
Trust Disputes: Trust disputes can arise in a wide range of areas, and may be based on a trustee’s failure to meet its fiduciaries duties to the beneficiaries of the trust itself, and include the trustee’s not investing prudently or adhering to the investment standards required under the trust document. Trust disputes often take issue with the accounting practices used by the trustee to account for the trust’s assets. They may also arise from the failure to file the proper tax returns or disclosure statements.
Will and Trust Contests: If there is a dispute among family members, heirs, or other interested parties over a will or a trust, we can help resolve it.
Business Succession and Inheritance Issues: Dividing up a business after the death of a founding, sole or partial owner in a family-owned or other closely held business can give rise to disputes that may require litigation to resolve.
Fiduciary Litigation: We represent fiduciaries, beneficiaries in matters concerning breach of fiduciary duty allegations, including proceedings to remove a fiduciary. These matters can arise from the improper sale of real estate, charges of mismanagement of financial assets such as stock accounts, or the failure to properly operate a family business.
Financial Exploitation of Vulnerable Adults: We represent people who believe an elderly or disabled family member, colleague or friend is being financially exploited. Powers of attorney are frequently used as a tool to financially exploit vulnerable individuals.