Litigation

Our litigation practice is focused on representing clients in suits involving wills, trusts, estates, guardianships, powers of attorney, and closely-held corporations including:

Representing clients in litigation focused on the terms and enforceability of trusts and wills;

Representing clients in contested and uncontested guardianships;

Representing beneficiaries and fiduciaries in fiduciary litigation involving trusts, estates, guardianships, and powers of attorney;

Representing parties in disputes between minority owners, majority owners, and management of closely-held businesses.

We understand that the litigation we work on is often sensitive and involves relationships our clients would like to preserve. We know how to work with existing but strained relationships and achieve amicable results through mediation and negotiation that can preserve those relationships. In fact, when it is appropriate, our mediation experience can help clients completely avoid litigation.

We also know how to help our clients take a firm stand for their rights in court. We have large-firm experience working on all aspects of hard-fought multi-million dollar lawsuits. And we understand how to use documentary evidence, lay witnesses, expert witnesses, discovery requests, and motions to prepare a compelling case for trial. This allows us to create work product that is thoughtful, thorough, and compelling and forces opponents of all sizes to take our clients seriously from day one of litigation.

In addition, we have estate and trust-related tax knowledge often lacking in smaller litigation firms. Our tax knowledge helps us structure our legal strategy and settlement negotiations to take advantage of any advantages offered by the tax code. This knowledge is critical because the tax aspects of a settlement agreement may make or break a deal in unexpected ways. Our tax knowledge also helps us devise non-litigation options when tax laws change and an irrevocable document no longer accomplishes its original purpose.

Finally, we understand that litigation costs are an important factor for clients. Because we are a small firm, we are able to be efficient and cost effective – while offering large-firm experience. We are flexible and creative about our fee agreements. When possible, we structure agreements that share risk and take into account each client’s unique situation to make legal fees workable and to ensure that we give our clients value for our fees.