Home · Practice Areas · Estate & Trust Disputes
After a family member dies, disagreements can surface over what a will or trust says, how it’s being handled, or whether it’s fair. Whether you’re a beneficiary with questions or a trustee or executor whose decisions are being challenged, I can help you understand where you stand and find a path forward.
This page is for you if…
I represent beneficiaries and heirs, and I represent trustees and executors whose decisions are questioned. In each matter I represent one side, and I’ll tell you honestly how strong your position is.
If you haven’t been told what’s in a will or trust, or you’ve been waiting months without updates, I can request the information you’re entitled to and help you understand inventories and accountings. If there are delays, unclear decisions, or distributions that don’t seem right, I’ll review the documents and the facts, tell you whether something looks wrong, and recommend practical next steps.
Serving as a fiduciary can feel thankless, especially when a beneficiary questions your decisions or threatens to sue. I help trustees and executors respond to demands for information and accountings, explain and document the decisions they’ve made, and defend their administration if a dispute goes to court.
If a disagreement can’t be resolved informally, I represent clients in certain estate and trust disputes, such as challenges to how an estate or trust is being administered and questions about a will or trust’s validity. Many disputes settle through negotiation or mediation. Some claims have short deadlines, so it’s important to ask early. If your matter calls for more than I offer, I’ll tell you up front and help point you in the right direction.
Estate and trust disputes are rarely just about money. They involve grief, family history, and relationships you may want to keep. I’ll help you weigh what a fight would cost, in money and in family, against what it could gain. Many of these disputes settle. When one doesn’t, I bring a dozen years of litigation experience to it. I’ll explain how fees would work for your situation at our first meeting.
Every situation is different. Call or request a consultation, and I’ll explain your options.