Areas oF Practice

Trust, Estate and Tax Controversies

While avoiding controversy, by appropriately structuring estate plans and related aspects of a client’s affairs is our first goal, we have substantial experience in representing individuals, whether beneficiaries or fiduciaries, and trusts and estates in legal controversies. We have represented individual beneficiaries in protecting and defending their rights against inappropriate actions of fiduciaries or other beneficiaries; we have represented fiduciaries against claims brought by beneficiaries. We also have substantial experience in dealing with claims made against individuals, estates and trusts by taxing authorities for income taxes or wealth transfer taxes (gift, estate or GST). We also have a significant degree of expertise in defending and prosecuting Will and Trust contests and in advising Trustees and beneficiaries with respect to the interpretation of language used in Wills and Trusts.

Attorneys / Trust, Estate and Tax Controversies

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