Despite best intentions, sometimes related parties do not agree with a trust or estate plan. We will be your advocate, working toward a settlement or representing your interests should the dispute reach the point of litigation.
Whether it’s an action to protect a client’s rights in a trust or claim from the IRS concerning a tax owed, UB Greensfelder attorneys help clients work through the issues.
Who We Are
We combine the advocacy skills of our experienced trial lawyers with the specialized tax and administration knowledge of our estate planning and probate attorneys to provide clients with representation that covers every angle, analyzing and addressing every aspect of trusts and estate litigation.
How We Help
We frequently handle disputes regarding:
- Asset discovery
- Breach of fiduciary duty claims
- Probate issues
- Tax issues
- Trust modifications (contested and non-contested)
- Trust or will construction disputes
- Trust or will contests
- Undue influence, lack of capacity, or fraud claims
We frequently represent corporate and individual trustees of charitable and family trusts, executors of estates, charitable and individual beneficiaries under trusts and wills, and individuals with claims against trust or probate estates. Our experience includes:
- Representing fiduciaries against claims brought by beneficiaries
- Advising fiduciaries or beneficiaries with respect to the interpretation of language used in wills and trusts
- Addressing claims made against individuals, estates, and trusts by taxing authorities for income taxes or wealth transfer taxes (gift, estate, or GST)
- Defending and prosecuting will and trust contests
- Representing individual beneficiaries in protecting and defending their rights against inappropriate actions of fiduciaries or other beneficiaries
Why Clients Choose UB Greensfelder
Emotions may run high in an estate dispute, and we are particularly sensitive to the tangential issues that may arise. By clearly outlining the risks and benefits of each step and working closely with clients to keep agreed-upon priorities in sight, we remain focused on achieving our clients’ desired results. For more information on our fiduciary litigation practice, visit our Trusts & Estate’s Fiduciary Services page.
