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Practice/Industry Group Overview
As one of the largest estate planning and litigation practice group in the Western U.S., our family wealth & exempt organization group possesses the experience and resources to handle complex trust and estate and guardianship disputes. The strength of our estate litigation practice is built upon a seamless collaboration between our litigators, with decades of trial experience, and planners, with extensive 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 seasoned attorneys have represented beneficiaries, trustees, executors, and guardians as petitioning or responding parties in a multitude of cases including the following:
- will contests
- trust interpretations
- beneficiary distributions
- guardianship contests
- cy-pres cases
- tortious interference with inheritance rights (undue influence, fraud, negligence)
- breach of fiduciary duties
- creditor claims
- accounting controversies
- trustee removals
The transfer of wealth between generations and caring for incapacitated persons are deeply and personal and important objectives, but are often fraught with unpredictable obstacles. It is therefore, our singular mission to ensure that each settlor and trustor’s wishes are executed to his or her fullest intent.
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