The transfer of wealth that occurs with the loss of a loved one can be a difficult transition. This is especially true when there are disputes over the decedent’s estate planning, finances or the succession of a business. Trust and estate disputes often involve a combination of business litigation, real estate transactions, and trust and estate law.
Because of our experience, we are able to quickly assess the strengths and weaknesses of each case and advise on the best approach, including avoiding conflict and preventing lawsuits. We emphasize cost-effective resolutions, which conserving our clients’ assets and can reduce the emotional toll of these extremely personal matters.
We represent a broad range of clients, including individuals who have lost a family member and are facing complexities in transferring wealth, personal representatives, estate beneficiaries, trustees and high net worth beneficiaries.
Because of the wide range of clients we serve, we do not offer a one-size-fits all solution. Instead, we take a nuanced approach in resolving conflict, whether directly with the fiduciary or between the beneficiaries.