Estates & Trusts

Our panel of neutrals (that include former Judges who sat in Surrogate’s Court) and seasoned practitioners in the estates and trusts field are well aware of the toll that a time-consuming array of contested and costly proceedings can have on parties having to litigate issues in Surrogate’s Court.

They work to resolve them in a quick, inexpensive and confidential manner that preserves, as best they can, the relationship of the parties.

Disputes can involve:

• Valuation of assets and the identification of assets which should form part of the estate/trust
• Distributions
• Fiduciary duties and responsibilities (including the accounting), tax issues (estate, gift, fiduciary), and the proper management and investment of estate/trust funds
• Creditor claims, and tort/contractual claims