The intra-family transfer of wealth can sometimes lead to personal conflicts and financial disputes.  We are committed to helping resolve disputes in a manner that minimizes litigation expenses, preserves protected assets and avoids harm to family relationships. Where possible, we seek closure through family mediation, negotiation and settlement before drawing on the skills of our experienced litigators. We also provide virtual representation on behalf of incapacitated, unborn and unidentified beneficiaries.

Our attorneys have extensive experience representing individual beneficiaries, trustees, executors and corporate fiduciaries, in a broad range of disputes, including:

  • Will and trust contests
  • Contested claims
  • Will and trust construction matters
  • Trust reformation matters
  • Citations to recover assets
  • IRS contests of wills and estate tax returns
  • Fiduciary liability issues, including duty of loyalty, accountings and petitions for instructions
  • Asset protection and creditor issues 
  • Inter-generational disputes within family-owned businesses