TRUST & ESTATES LITIGATION

Over the next 30 years, about $30 trillion will be transferred from Baby Boomers to their heirs and charities through Wills and Trusts. This massive transfer will likely lead to more lawsuits from disinherited heirs or those who feel they haven’t received their “fair share.” Trustees will also face more scrutiny and potential legal challenges over their investment decisions and trust management. Along with the assistance of our highly regarded estate planning and tax attorneys, the Trust and Estates Litigation practice group at Burke Warren, of which Fred is a part, successfully guides clients through what is often a highly charged situation due to family dynamics. Because we are trial attorneys, we prepare cases for trial, but we are also problem solvers. Being known for careful trial preparation, we can often obtain favorable settlements for our clients without going to trial, saving them time and money.

With extensive trust and estate litigation expertise, Fred and the Trust and Estates Litigation practice group bring a wealth of knowledge and a proven track record of success in navigating complex legal challenges within this specialized field.

  • We have represented grantors, beneficiaries, trustees, and executors. Here are some of the matters we have litigated: 

    • Will contests
    • Undue influence
    • Breach of fiduciary duty
    • Removal of trustee/transfer of trust assets
    • Equitable deviation of trust terms
    • Trust construction actions
    • Reformation of Wills and Trusts
    • Challenges to investment decisions and results
    • Petitions for instructions regarding Wills and Trusts
    • Disputes involving charitable trusts and foundations