October 17, 2023
Florida Banking
Overview
Our team has experience with disputes arising from contested trusts, wills, and estates. We represent institutional and individual fiduciaries, including agents under durable powers of attorney, personal representatives and trustees. We also represent beneficiaries, including non-profit beneficiaries, heirs, and other parties in estate, probate and trust matters. Our team is motivated to find innovative and cost-effective solutions whether in the courtroom or through alternative dispute resolution.
Range of Services
- Accounting disputes
- Breach of fiduciary duty claims
- Beneficiary and heir determination
- Beneficiary designation disputes
- Beneficiary disputes
- Business succession disputes
- Capacity challenges
- Challenges to the execution of estate documents
- Conflict of interest claims
- Co-Trustee disputes
- Creditor claims
- Directed trust disputes
- Elective share and other entitlement disputes
- Equitable adoption
- Exercising a Power of Appointment
- Exploitation of the elderly or vulnerable adults
- Family office representation
- Fiduciary compensation and fee disputes
- Homestead litigation
- Inheritance rights
- Inter vivos/pre-death transfer disputes
- Intestate succession
- Jurisdictional issues
- Personal representative challenges
- Prenuptial agreements and waiver
- Pretermitted spouses and children
- Prudent investor act challenges
- Power of Attorney disputes
- Removal of fiduciaries
- Surcharge claims
- Title issues
- Tortious interference with an expected inheritance
- Trustee – guardian disputes
- Trust modification, reformation, and termination
- Undue influence
- Will and trust contests
- Will and trust construction
What Makes Us Different
Notable Experience
- Defending trustees of multi-million dollar trusts in breach of fiduciary duty claims.
- Representing non-profit beneficiaries to compel millions in trust distributions for charitable causes.
- Litigation to secure transfer of multi-million dollar art collection to foundation dedicated to preserving legacy of artist.
- Protecting significant charitable donations to colleges and universities.
- Recovering millions in assets for beneficiaries damaged by fiduciary misconduct.
