Practices: Fiduciary Litigation

As one of the largest estate planning and litigation practice groups in the Western U.S., our family wealth and exempt organization group possesses the experience and resources to handle complex trust, estate, and conservatorship disputes. The strength of our estate litigation practice is built upon the collaboration of our litigators, with decades of trial experience, and planners, with knowledge of the underlying estate planning principles and techniques. We handle every aspect of an estate litigation, from discovery and pre-trial motions to settlement negotiations, trial, and appellate proceedings. Our attorneys have represented beneficiaries, trustees, executors, and conservators as petitioning or responding parties in a multitude of cases including the following:

• breach of fiduciary duties
• accounting controversies
• trustee removals
• will and trust contests
• will and trust interpretation
• beneficiary distribution petitions
• contested conservatorships
• Cy-Pres cases
• tortious interference with inheritance rights (undue influence, fraud, negligence)
• creditor claims
• elder abuse actions

The transfer of wealth between generations and caring for incapacitated persons are deeply personal and important objectives, but are often fraught with unpredictable obstacles. It is our mission to ensure that each Settlor and Trustor’s wishes are given maximum effect.