Trust & Estate Litigation

Overview

Walter | Haverfield litigates Trust and Estate disputes of many kinds including actions contesting the validity of Wills and Trusts, claims of undue influence, claims for breaches of fiduciary duties against Trustees and actions for the removal of trustees, demands for accountings and other matters related to the administration of Wills and Trusts. The firm represents both trustees and beneficiaries and its experience includes estates of high net worth families as well as more modest estates and trusts. To the extent that the Trust and Estate matters cannot be resolved the firm has experienced trial attorneys who have litigated high stakes Trust and Estate matters in both federal and state courts and fully understand how to proceed at trial if necessary.

Experience

The Trust & Estate Litigation group’s experience and services include the following:

  • Representation of the beneficiaries of an ultra-high-net-worth family trust. The litigation involved a claim for trustee fees and counterclaims for breach of fiduciary duty and was litigated in federal court for almost two years. The matter was resolved with a confidential settlement.
  • Representation of the beneficiaries of a trust in resolving a dispute with a trustee arising from certain investment decisions made by that trustee. The amount at issue was in excess of $1 million and was resolved without litigation.

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