Halloran & Sage’s Probate Litigation Group combines our knowledgeable trusts and estates team with our seasoned litigation counsel. Our attorneys represent clients in tax and fiduciary-related matters in Probate Court, Superior Court and the appellate courts in both Connecticut and Massachusetts, as well as in Federal Court and the United States Tax Court.
Our practice spans the gamut of probate matters including Will and Trust construction actions, Will contests, trust litigation, probate appeals and breach of fiduciary duty claims. The breadth of our experience includes the complex litigation of undue influence claims, challenges to fees and commissions, challenges to investment decisions and performance, cy pres and reformation petitions, challenges to and by conservators, guardians and agents acting under powers of attorney, removal and/or surcharge of fiduciaries, issues involving charitable trusts and foundations, valuation disputes and tax audits.
Halloran & Sage represents individuals, families, beneficiaries, executors, trustees, conservators, guardians, nonprofit entities, banks and trust companies. We provide counsel at every step of the process to avoid litigation, where possible, and to protect our client’s interests in court where necessary. In every case Halloran & Sage attorneys are focused on representing our client’s best interest and bringing the matter to a successful conclusion. We recognize that because of the family dynamics involved in most fiduciary-related litigation matters, much more than money is at stake in most cases. Our attorneys will work to find the best resolution, in or out of court, to preserve family relationships as well as the family’s financial interests.
