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Trust & Estate Litigation

Overview

We protect your wealth when you face disputes over personal, charitable, and commercial assets. The best way to do this is to prevent litigation, so we make every effort to limit your liability and engage in estate planning to minimize claims being made against your assets. When litigation is necessary, we combine zealous advocacy with sensitivity to the complex emotional and personal implications. Our experienced litigators represent individuals, families, businesses, and nonprofit organizations in resolving conflicts involving trusts, wills, and estates. This includes representing trustees and beneficiaries in claims for breach of a trustee’s fiduciary duties, trust administration disputes, challenges to will validity involving mental incapacity or undue influence, and guardianship disputes.

Insights & Events

Insights
Published Articles April 2026

Making GRATs Great: Sophisticated Estate-Planning Strategies to Optimize Grantor Retained Annuity Trusts

The Legal Intelligencer
1 min read
Published Articles April 2026

How to Plan for New York's Extended Clawback for Taxable Gifts

1 min read
Published Articles March 2026

Qualified Charitable Distributions Might Be Donors’ and Charities’ Quality Giving Vehicle

New Jersey Law Journal
1 min read
Published Articles October 2025

GST Tax-Efficient Planning: Beneficiary Deemed Owner Trust and Accumulation Trust Planning for Large Qualified Retirement

Law.com
1 min read
Updates September 2025

Illinois Amends the Probate Act With Key Changes to Small Estate Affidavit

Small Estate Limit Increased to $150,000, Excludes Vehicles
4 min read
Updates September 2025

Updates to Minnesota Trust Law

First Updates to Minnesota Trust Code Since Enactment in 2016
5 min read
Published Articles August 2025

SALT-ing Your Properties for Potential Increased Income Tax Savings

The Legal Intelligencer
1 min read
Published Articles May 2025

Estate Planning Lessons From the Oracle of Omaha

New Jersey Law Journal
1 min read
Updates April 2025

Montana Allows Donor Standing for Endowment Violations, While Similar Efforts Are Pending in Oklahoma

Law Also Allows Charities to Obtain Judicial Declarations of Endowment Agreements’ Rights and Duties
4 min read
Published Articles March 2025

Tax-Efficient Distribution Strategies Needed Now for Certain Inherited Retirement Plans

Pennsylvania CPA Journal
1 min read