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


    NOTICE: Emailing an attorney shall not and does not create an attorney-client relationship between the attorney and users of this web site or any other party whatsoever. An attorney-client relationship is ONLY established through a written engagement, and only where doing so would comply with all applicable laws and ethical rules.

    CONFIDENTIAL INFORMATION: Transmission of information on-line, over email, or through any electronic means can be unstable, unreliable and insecure. You should not send information or facts via e-mail relating to your legal problem or question. If you do not have an existing attorney-client relationship, your e-mail may not be privileged or confidential.

    By clicking 'OK' below, you are agreeing to the terms of this web site.

    Please fill out the form below and we'll send an email out about this page to a recipient of your choice.

    Copy: Check here if you would like a copy of the email.