Trust, Estate and Probate Litigation

“Never say you know a man until you have divided an inheritance with him.”

Johann Kaspar Lavater

Our firm has enjoyed tremendous success in representing Executors, Trustees and Beneficiaries in Will contests, probate litigation, and asset transfer controversies. Our approach recognizes the need to preserve family and personal relationships, yet acknowledges that prompt and aggressive legal action is often the only proper response to the avarice, greed and cupidity that accompany the exploitation of older adults and incapacitated individuals.

We bring a wealth of experience to Trust, Estate & Probate litigation, including:

  • Will & Trust contests, including disputes about the interpretation of the terms of Wills & Trusts
  • Claims related to a beneficiary’s status as an heir or as a designated beneficiary of life insurance, annuity or retirement plan benefits
  • Charges of undue influence, lack of capacity, or fraud in the drafting and execution of Wills, Trusts, and Powers of Attorney
  • Disputes concerning lifetime gifts, jointly owned accounts, Transfer-on-Death accounts, and other transfers designed to avoid probate
  • Claims against Executors and Trustees, including mismanagement of assets, sub-standard investment performance, self-dealing, conflicts of interest and misappropriation of assets
  • Guardianships and other competency disputes concerning an older adult’s capacity to manage her own financial and medical affairs
  • Orphans’ Court proceedings aimed at appointing or removing a Guardian or Attorney-in-Fact acting under a Durable Power of Attorney
  • Appeals of adverse Orphans’ Court rulings