| Disputes sometimes arise during the administration of a trust, estate or guardianship. Because family relationships are often involved, resolution of these disputes requires sensitivity to these relationships and a sure hand to guide you, whether you are the fiduciary, a beneficiary, or an interested third party. |
EXPERIENCE:
Our attorneys have negotiated these sometimes treacherous waters successfully, so as to leave family relationships as intact as possible, while obtaining the best results for our clients.
Probate disputes may involve the valuation or distribution of assets, determination of proper beneficiaries, contesting the validity of a will or trust, or the mechanics of estate or trust administration. BLG attorneys and staff have over a quarter century of experience in successfully representing both fiduciaries and beneficiaries.
SERVICES:
- Representing and defending fiduciaries (trustees, executors, guardians) in attempts to remove them or challenge their actions
- Representing beneficiaries and family members in claims against a will, a trust or in guardianship matters
- Challenging or defending a will or trust instrument on grounds of incapacity, undue influence or fraud
- Judicial reformation of the terms of a trust or compromise of a will
- Representing spouses in claims against a will
- Protecting the interests of incapacitated persons in contested guardianship proceedings
RECENT SUCCESSES:
- Recovered the bulk of a $1.1 million estate for a wife and children who had been disinherited, obtaining not only probate assets but retirement accounts as well.
- Recovered $1.8 million in trust funds from major law firm that had failed to establish special needs trust for minor who had obtained a favorable medical malpractice verdict
- Preserved substantial majority of estate for named beneficiaries in a will contest involving two dozen relatives
- Defended the sole beneficiary, trustee and widower in a proceeding contesting will and trust brought by a disinherited son
- Obtained a one-third share of estate through settlement on behalf of grandchildren omitted in their grandfather’s will
- Obtained appointment of trustee for real estate trust against competing claim of other beneficial owner when original trustee deceased
- Negotiated favorable settlement on behalf of executor regarding beneficiary’s objections to executor’s accounting
- Obtained a share of a decendent's estate for grandchildren who were omitted from the will in a settlement with legatees and executor.
OUR ATTORNEYS:
Dorothy M. Bickford
Lawrence J. Cohen
R. Alan Fryer
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