We represent trustees, personal representatives, agents and attorneys-in-fact, beneficiaries, corporate officers and directors, and others in fiduciary litigation, both as plaintiff and defendant. These disputes may arise under wills and trusts, or involve duties owed to shareholders, limited liability company members, or partners, whether as the result of governing documents, statutes, or common law. Because we have decades of collective experience handling this diverse array of matters at large firms, we are able to combine the knowledge and experience that clients expect from large firms, with the efficiency and effectiveness of a small firm.
We represent both institutional and individual clients, and our deep understanding of these matters enables us to represent clients effectively on either the plaintiff or defendant side of the dispute. We are also mindful that these matters often involve personal and emotional feelings that can impact the parties’ approach to the litigation. As a firm, we strive to be carefully attuned to our clients’ goals while providing rational and reasonable advice, which can include early resolution of such matters through alternative dispute resolution such as mediation.
Our fiduciary litigators are experienced in:
- Will contests
- Probate and estate litigation
- Trust disputes
- Breach of fiduciary duty claims
- Corporate fiduciary duty claims
- Shareholder disputes
- ERISA breach of fiduciary duty claims