Trusts & Estates Litigation

Representative Matters:

Our team is trusted to handle some of the most sensitive and complex disputes involving trusts, estates, and family-owned businesses. Below are select examples that demonstrate the depth of our experience and the results we deliver for our clients.

• Protecting the interests of two trust beneficiaries in the liquidation of a decades-old family investment partnership held by the trust and filing substantial counterclaims arising from the proposed liquidation, reorganization, and other fiduciary misconduct.
• Representing the beneficiary of two-family trusts in trust reformation litigation.
• Representing a client in a contested will and trust amendment matter based on lack of testamentary capacity, undue influence, and breach of a previous agreement to maintain their mutual estate plan.
• Representing a father and son, who are beneficiaries of a trust that owned the non-voting stock of a family business, in a breach of fiduciary duty claim against the trustee for alleged failure to diversify the trust.
• Defending a husband and wife, as trustees of multiple trusts created by the wife’s father for the benefit of their natural and adopted children, in an accounting action of various trusts and an action in federal court, which included allegations of fraud by the clients’ adopted children.
• Representing the surviving spouse, trustee, and personal representative of the decedent in a partition action filed by the decedent’s brother, as well as counterclaims to enforce buy-sell agreements.
• Representing the trustees of a trust created by an individual for the benefit of her family members and friends and her private foundation in a petition to modify the trust to correct mistakes made by the drafting attorney.
• Defending a trustee in litigation threatened by his three siblings, who are each a co-trustee and principal beneficiary of one of the three trusts established by their father, with claims related to a complex restructuring transaction.
• Representing clients in an action contesting the will of the client’s late brother and a related claim of negligence against the will’s drafting attorney.
• Representing a plaintiff beneficiary seeking to enforce his rights under multiple trusts based on alleged material breaches of fiduciary duties, including a failure to provide trust information or trust accountings.
• Defending a client against parallel actions brought by his sister seeking to invalidate a trust instrument established by their late mother and to compel our client to disgorge real estate proceeds received during the decedent’s lifetime.
• Representing a client in two related matters seeking to protect his elderly mother and her substantial estate from financial exploitation by another of her five sons, including filing a complaint seeking to recover misappropriated funds and filing a related petition for guardianship.

Whether you’re facing a complex estate, trust, or family business dispute, our experienced litigators are here to protect your interests and guide you through every phase of the process. If you have questions or need strategic counsel, reach out to our team today, we’re ready to help you resolve challenges and move forward with confidence. 

Your LP Contacts

Jared Cloud
Partner,
Trusts & Estates
jcloud@lplegal.com

David Lieberman
Partner,
Trusts & Estates
dlieberman@lplegal.com

Robin Maher
Partner,
Trusts & Estates
rmaher@lplegal.com