Even though many of our clients make efforts to prepare an estate plan during their lifetimes that they hope will avoid litigation at a later time, disputes can still arise in the administration of a trust or the probate of an estate. 

Sometimes, large amounts of money are at stake, and sometimes disputes arise just because of the nature and dynamics of family relationships and/or conflicts.  We understand that when emotions run high, it can be difficult to navigate and resolve disputes, especially among family members. 

We represent both beneficiaries and fiduciaries, including high-net-worth individuals and families, as well as corporate trustees, executors, and non-profit organizations when these disputes arise.  

Because of our breadth of experience in estate planning, family law, and tax law matters, we are able to assist clients in even the most complex cases.  We understand that different areas of law intersect, especially when families and/or businesses are involved.  

We can assist clients with trust litigation, disputes that arise during probate, claims for breach of fiduciary duty, disputes by beneficiaries or heirs, charitable pledge disputes, disputed creditor claims, modification or reformation of wills and trusts, will and trust contests, undue influence, elder abuse, contested accountings, and a variety of other cases.  

We understand the legal issues that arise in these disputes, as well as the fact that there may be very fragile and/or dynamic family relationships involved.  We do the hard work, and have the hard conversations for our clients while always zealously advocating on behalf of our clients.  

We can help you with tax issues, too.

Mendes Weed, LLP, can also assist you with tax issues that arise while you are administering the trust. Whether there are past owed taxes, or if you just need advice on whether there are estate or income tax issues, we are here to help.

At Mendes Weed, LLP, we understand being named as a successor trustee may be stressful, especially if you are serving as a successor trustee for a loved one who has just passed away.  We can assist you in administering the trust, meeting your obligations, and defending your actions in the event they are questioned by any of the beneficiaries.

If you have questions about your duties and obligations as trustee, or the benefits of an experienced trust litigation attorney, please feel free to reach out to us today.