• Will Contests/Trust Contests
  • Exploitation Claims/Diminished Capacity or Vulnerable Adult Cases
  • Construction Cases, including
    • Cy Pres 
    • Inheritance by Adopteds
    • Beneficiary Qualification
    • Tax Apportionment 
  • Removal of Trustee/Appointment of Successor Trustee
  • Reformation Cases
    • For Tax Compliance
    • To Correct a Mistake
    • To Provide Equitable Relief
  • Modification Cases
  • Termination of Trust Cases
  • Instruction Cases
  • Breach of Fiduciary Duty Cases, including
    • Duty of Loyalty Disputes
    • Improper Investment Cases
    • Improper Charges 
    • Claims Between Beneficiaries
  • Contested Accountings – Both Estate and Trust Accountings
  • Wrongful Death Proceedings
  • Guardianship/Conservatorship Proceedings
  • Discovery of Asset Proceedings
  • Determination of Heirship Proceedings
  • Non-Judicial Settlement Agreements
  • Uniform Trust Code Issues
  • Mediation of Fiduciary Issues
  • Expert Testimony 
  • Malpractice Involving Planning or Administration of Trusts or Estates
  • Defense of Class Action Cases Involving Claims Against Fiduciaries