Trust and estate litigation involves a wide range of disputes including misconduct by trustees or personal representatives, mismanagement of assets by those owing fiduciary obligations, and undue influence by interested parties over those establishing estate plans, including wills and trusts. Stoll Berne lawyers have represented clients in all aspects of these disputes, including cases involving:
- Self-dealing and Mismanagement of Assets: Our lawyers have represented beneficiaries who claimed that trustees stole assets intended to benefit our clients. We have also represented personal representatives, conservators, and guardians protect or recover assets that were misused.
- Business Dealings and Investment Strategies: We represented a trustee seek recovery of the fair value of stock subject to a mandatory redemption at the time of death. We have also represented beneficiaries who alleged that the trustee established investment strategies intended to benefit certain beneficiaries over others.