No client ever starts the estate planning process with the hope it will end in litigation.
Unfortunately, there are times when a disgruntled family member may believe he or she is entitled to a specific asset or a larger share of an estate. Alternatively, an elderly client may be subjected to undue influence and coerced into changing her estate plan away from natural family members.
Fiduciary litigation can involve a will contest or “caveat”, a modification or termination of a trust, or claims for surcharge or breach of fiduciary duty. Our team has been on both sides of these issues, and our experience helps us understand the challenges that can be presented. We embrace the opportunity to take on these cases, and we work closely with our firm’s litigators to produce the best possible outcome for our clients.