Trusts and Estates

Our panel of neutrals (that include former Judges who sat in Surrogate’s Court) and seasoned practitioners in the estates and trusts field are well aware of the toll that a time-consuming array of contested and costly proceedings can have on parties having to litigate issues in Surrogate’s Court.

They work to resolve them in a quick, inexpensive and confidential manner that preserves, as best they can, the relationship of the parties.

Disputes can involve:

• Valuation of assets and the identification of assets which should form part of the estate/trust
• Distributions
• Fiduciary duties and responsibilities (including the accounting), tax issues (estate, gift, fiduciary), and the proper management and investment of estate/trust funds
• Creditor claims, and tort/contractual claims