Practice Groups

Fiduciary Counsel and Litigation

  • Advising corporate and individual fiduciaries
    • Serving as a fiduciary is a privilege wrapped in a mine field.  We advise our clients on properly carrying out their fiduciary duties of loyalty, impartiality, investment, administration, and others, always balancing the situational practicalities with the legal niceties.
  • Advising beneficiaries
    • Assist Beneficiaries in understanding, and enforcing if appropriate, their rights to information, distributions, accountings, etc.
  • Estate administration and probate
    • Representing both executors and legatees in carrying out their duties and realizing their rights, while recognizing and sympathizing with the difficult emotional transition in their lives
  • Trust administration
    • Counseling trustees in handling accountings, investments, tax compliance, and the other day-to-day aspects of serving as a fiduciary.  We will also serve as trustee upon the client's request in appropriate situations.
  • Guardianships and contested guardianships
    • Assistance in the initial creation of the guardianship, whether consensual or contested, and assistance in handling the ongoing responsibilities to the ward
  • Litigation involving estates, trusts, executors, trustees, or beneficiaries
    • We handle all aspects of trust and estate litigation.  While our zealous advocacy is a given, so is our ability to manage our clients' realistic expectations in this emotionally fraught area of  litigation.
  • IRS disputes
    • Responding to and management all aspects of the audit process
  • Coordination and team approach with other integral advisors
    • Working comfortably with other professional advisors, whether as the quarterback or fullback, depending on what is required and appropriate in a given situation
 

Industries Served

  • Automotive Manufacturing & Dealerships
  • Banking
  • Broadcast Media
  • Construction
  • Energy & Utilities
  • Entrepreneur/Start-Up Companies
  • Financial Services
  • Healthcare
  • Information Technology
  • Leasing Companies
  • Logistics
  • Manufacturing & Distribution
  • Mortgage Companies
  • Not-For-Profit Organizations
  • Pharmaceuticals
  • Retail
  • Service Companies
  • Specialty Finance
  • Telecommunications
  • Trading Companies
 

Cases

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