Litigation.

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

Litigation.

“Prepare for things meticulously, execute them thoroughly, and then criticize your own performance. It is a chess master’s approach to life, with chance reduced to a minimum by premeditation and postmortems.”