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Fiduciary and Estate Litigation

We have represented trustees, executors, administrators, guardians and beneficiaries in state court, including surrogate’s court, and federal court in a wide range of trust and estate disputes, and have achieved a track record of successful outcomes. Our experience includes will and trust contests, breach of fiduciary duty and removal actions, disputes over distribution of trust assets, and accounting proceedings.

We understand that fiduciary and estate litigation often arises suddenly and under potentially stressful and emotional circumstances. We are equipped to act promptly, effectively and with appropriate sensitivity to achieve our clients’ goals.

Representative Matters

Represented decedent’s daughter, as sole trustee of decedent’s trust, in proceeding brought by decedent’s son to challenge terms of the trust and to block the sale of real property.  Successfully defeated son’s motion to enjoin the sale of the property and successfully moved to cancel notice of pendency, after which the matter was favorably settled.
Click here to read the decision denying the preliminary injunction.
Click here to read the decision canceling the notice of pendency.

 

Represented trustee of trust established for the benefit of decedent’s son to recover trust proceeds secretly withdrawn by decedent’s other son.  After defeating son's motion to dismiss and preparing case for trial, dispute was favorably settled following two days of trial testimony.