01
Our Practices
Tax, Trusts & Estates
Trusts & Estates Litigation, Guardianships and Fiduciary Counseling
Disputes involving estates, trusts and fiduciaries continue to proliferate, often arising in the context of second marriages, family dislocations and estranged family members, or family business succession issues.

Our Trusts and Estates Litigation team helps you protect what matters most.
We engage with sensitivity and tact
When disputes arise, you need strategic advocates who understand both the legal complexities and the personal dynamics often involved. Our attorneys combine deep litigation experience with practical judgment to develop clear, effective strategies tailored to your unique needs and goals. Whether your matter requires assertive courtroom advocacy or a thoughtful negotiated resolution, we focus on achieving results efficiently and effectively.
We recognize that trust and estate disputes often involve significant financial interests as well as sensitive family relationships. Our team is skilled at navigating both, working closely with you to manage risk, reduce conflict where possible, and pursue favorable outcomes. In many cases, we help clients resolve disputes through mediation or negotiated settlements – often reducing cost, time, and stress.
Whether the estate or trust at issue is substantial or more modest in size, you can rely on our team to handle even the most complex and contentious matters with experience, strategy, and focus.
Our experience includes:
- Challenges to the validity of a decedent’s will or trust involving lack of capacity or undue influence
- The interpretation and construction of specific will and trust provisions
- Reformation and termination of trusts
- Compensation for theft, negligence or mismanagement committed by executors and trustees
- Removal of executors and trustees for malfeasance and breach of fiduciary duty
- Accountings of estate and trust assets
- Defense of fiduciaries, including executors and trustees, against claims of breach of fiduciary duties
- Estate creditor claims
- Spousal elective shares
- Intestacy
- Taxes, expenses, and fees for professional services
- Guardianships and powers of attorney relating to minors and allegedly incapacitated individuals
- Estate and Income Tax Planning
- Wealth Preservation (NINGs, DINGs, SLATs, GRATs)
- Special Needs Planning
- Special Purpose Trusts
- International Estate & Tax Planning for Non-Citizen U.S. Residents
- 1031 Exchange
- Qualified Opportunity Zone Program
- QSBS Planning
- Tax Residency: Snowbird Counsel
- Estate and Trust Administration
- Business Succession Planning
- Corporate Tax & Reorganization
- Tax Controversies
- IRS & State Tax Collection Defense
- Sales & Use Tax
- Tax Investigations and Defense
- IRS & State Voluntary Disclosures & Compliance
- International Tax
- Trusts & Estates Litigation, Guardianships and Fiduciary Counseling
Services